SK Hynix Posts Record AI Memory Profit But Shares Fall On High Expectations
SK Hynix posted record Q2 profit on AI memory demand, but shares fell as investors expected even more from the ...
Tag: ai infrastructure
Bloom Energy Raises Outlook As AI Data Centres Turn Power Into The Next Bottleneck
Bloom Energy reported record Q2 revenue above $1 billion and raised guidance as AI data-centre power demand accelerated.
Seagate Profit Soars As AI Data Centres Drive Storage Demand
Seagate beat fiscal Q4 expectations and guided higher as AI and cloud data-centre demand lifted mass-capacity storage sales.
Recursive Superintelligence Signs $410M AWS Compute Deal
Recursive Superintelligence signed a $410 million AWS compute deal, showing how frontier AI startups are turning funding into cloud capacity.
CXMT Surges 470% As China Bets Big On AI Memory Chips
China's CXMT surged about 470 percent in its Shanghai debut, turning DRAM memory into one of the hottest AI infrastructure ...
Intel Q2 Revenue Jumps As AI Compute Demand Lifts Chip Business
Intel reported its strongest revenue growth in more than fifteen years as AI-driven compute demand lifted products, foundry and data-centre ...
AMD And Anthropic Deal Puts Real Pressure On Nvidia’s AI Chip Lead
AMD's planned $5 billion investment in Anthropic and the startup's 2GW chip commitment show the AI infrastructure race is no ...
New York’s Data Centre Pause Shows AI Infrastructure Is Hitting Politics
New York's pause on large data-centre permits shows how the AI buildout is moving from tech balance sheets into local ...
ZainTECH And Nile Build AI-Ready Networks For Enterprises
ZainTECH and Nile have partnered to deliver AI-ready Network-as-a-Service solutions for enterprises across the Middle East.
Google Cloud Boom Makes Alphabet AI Spending Look More Real
Google Cloud revenue surged as Alphabet increased AI infrastructure spending, raising the question of whether cloud can justify the buildout.