Nvidia Pushes Back on AI Bubble Talk Nvidia (NVDA) came out swinging during its Q3 earnings call, directly confronting rising fears that the AI boom is overheating — and that GPU demand is being artificially inflated by circular investment deals.

Nvidia’s AI Deal Machine Hits $24 Billion — and Raises Questions Nvidia is accelerating its dealmaking at a breakneck pace, adding another multibillion-dollar partnership this week with Microsoft and Anthropic. The new agreement includes up to $10 billion in Nvidia

Microsoft and Nvidia Fuel Anthropic’s Surge to a $350B Valuation Anthropic’s value skyrocketed this week after Microsoft and Nvidia unveiled major strategic investments totaling $15 billion, underscoring the intensifying race to lock in AI compute capacity and diversify beyond any

ACS and BlackRock Close In on Mega Data Center Partnership Spain’s ACS is closing in on a €23 billion partnership with BlackRock’s Global Infrastructure Partners (GIP) to massively expand its data center business, according to reporting from Expansion.The deal would

xAI Secures $15B to Supercharge Its AI Expansion Elon Musk’s AI startup xAI has raised $15 billion from investors, according to multiple reports—an expansion to the prior $10B raise that valued the company near $200 billion. The fresh capital is

AMD Shares Surge as Su Backs AI Spending Boom Shares of Advanced Micro Devices (AMD) surged 10% Wednesday after CEO Lisa Su dismissed concerns about excessive AI infrastructure spending, describing it as the “right gamble” for technology companies. Speaking with

Anthropic Launches $50 Billion U.S. Data Center Expansion AI research powerhouse Anthropic (ANTH.PVT) announced plans to spend $50 billion on a massive buildout of AI data centers across Texas and New York, marking one of the largest infrastructure commitments by

Contract Delays Hit CoreWeave’s Growth Outlook Shares of CoreWeave (CRWV) fell as much as 12% on Tuesday, their steepest drop in three months, after the company cut its annual revenue forecast due to delays in fulfilling a large customer contract.

AI’s Data-Center Arms Race Hits the Bond Market JPMorgan analysts say the world’s largest tech companies are about to remake global finance as the AI infrastructure race accelerates. According to the bank’s new report, the next five years will require

OpenAI Forecasts Explosive Revenue Growth OpenAI expects to surpass $20 billion in annualized revenue this year as demand for artificial intelligence products and services continues to surge. CEO Sam Altman said the company’s long-term goal is to grow that figure