AI Infrastructure

Microsoft Corporation (NASDAQ:MSFT) has pushed back against concerns about its AI infrastructure spending after a report said the company canceled data center leases, leading to investor panic and a market sell-off. Now, tech analyst Dan Ives dismissed the fears as “more smoke than fire,...

Meta Platforms, Inc. (NASDAQ:META) is riding a 16-day win streak thanks to its aggressive AI initiatives, while Tesla Inc. (NASDAQ:TSLA) struggles with EV headwinds—yet Wedbush analyst Dan Ives remains optimistic about Elon Musk's long-term robotics and AI strategy. What Happened: On Tuesday, while...

OpenAI CEO Sam Altman reportedly plans to target the U.S. for the expansion of the artificial intelligence infrastructure project, which could cost “tens of billions of dollars.” What Happened: Earlier it was reported that Altman had been seeking the U.S. government's support for the...

OpenAI CEO Sam Altman has been advocating for a global coalition to support the development of artificial intelligence infrastructure. This initiative includes discussions with government and industry leaders in the Middle East and other Western countries. What Happened: Altman has been actively...

In a recent interview, NVIDIA Corp (NASDAQ:NVDA) CEO Jensen Huang predicted that the global demand for AI infrastructure will soar as nations prioritize building and controlling their AI systems. What Happened: Huang highlighted the growing emphasis on “sovereign AI capabilities” in...