AI infrastructure stocks had a big day Three major AI infrastructure companies gave investors the same message this week: demand for computing power is still running ahead of supply. Shares of Nebius, CoreWeave and Supermicro all jumped Wednesday following strong

Nebius beats estimates as AI cloud demand surges Nebius shares jumped more than 20% Wednesday after the AI infrastructure company beat second-quarter revenue estimates and reported a sharp increase in large customer contracts. Revenue reached $582.3 million for the quarter

Jensen Huang is moving the AI boom into finance Nvidia CEO Jensen Huang has spent years selling the world on AI chips. Now he is trying to sell Wall Street on financing the factories that use them. In a CNBC

Intel is raising capital into the AI buildout Intel announced a $15 billion common stock offering Monday, adding fresh capital as demand for AI computing power continues to accelerate. The company said it will use the proceeds for general corporate

Burry is targeting one of AI’s biggest runners Michael Burry is shorting Nebius Group after one of the strongest runs in the AI infrastructure trade. In an August 6 post on his Cassandra Unchained Substack, Burry said he shorted Nebius

Musk’s chip factory is headed to Texas Tesla and SpaceX said Thursday that Terafab, the advanced semiconductor factory they are developing together, will be built in Grimes County, Texas, outside Houston. The companies said they will make an initial investment

SpaceX is spending like an AI infrastructure company SpaceX’s first quarterly report as a public company showed how quickly the market’s view of the business is changing. The company came public with a rocket and space reputation. Its filings, however,

Anthropic is locking down more AI capacity Anthropic has signed a $10 billion computing agreement with Volta Infra Holdings, a new cloud infrastructure startup backed by Nvidia, according to Bloomberg. The deal gives Anthropic access to a data center site

Amazon gave the market the AI payoff it wanted Amazon stock surged 15% Friday after the company delivered a second-quarter report that showed accelerating cloud growth, strong AI demand and enough operating momentum to quiet concerns about rising infrastructure spending.