Tag: AI infrastructure

Jay Goldberg of Seaport Research Partners wrote the first analyst note on Anthropic ahead of what could be the largest ...

Nancy Tengler hosts a panel that spends an hour on what the numbers have stopped telling you. Christine Short, Head ...

A selloff in chipmakers drag US equity futures down ahead of bank earnings. Saudi Arabia intercepted more ballistic missiles launched ...

A selloff in chipmakers extended for another day, putting pressure on equity markets as traders also prepared for Wall Street ...

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SpaceX is looking to raise $40 billion in new debt to buy Nvidia chips for its data centers, according to ...

Alphabet has agreed to buy 20 years of nuclear power from Constellation Energy, covering 890 megawatts of new power that ...

Cerebras fell as much as 47% from its first-day close after SemiAnalysis reported that OpenAI's new Ultrafast tier was running ...

Broadcom has agreed to lend Anthropic up to $42 billion to finance infrastructure spending, according to Reuters, citing Anthropic's IPO ...

Even fire trucks are an AI play now. Kenny Polcari opens on the AI trade and gets an answer that ...