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AI infrastructure: News & Analysis
Coverage of "AI infrastructure" on Cryptopasta: the stories and the context behind them.
Markets
Nvidia shares jump 12% on SpaceX deal and AI revenue push ahead of earnings
Nvidia shares rally 12% in five days on SpaceX partnership and $30 billion sovereign AI revenue, heading into August 26 earnings with questions about supply and valuation.
August 6, 2026
Crypto Infrastructure
August 6, 2026Abu Dhabi's Mubadala eyes $6.3 billion AI data center bet in Japan
Crypto Markets
August 6, 2026Nvidia Joins Memory Giants in Thousand-Percent Rally as AI Infrastructure Demand Explodes
Crypto
August 5, 2026Galaxy Digital's quarterly loss shrinks while Texas data center finally turns profitable
Crypto
August 5, 2026Silicon Motion chips the path for AI data centers with PCIe Gen6 speed leap
Markets
August 5, 2026Taiyo Yuden jumps profit target 50% on AI server boom
Markets
August 5, 2026Tech stocks add $3.5 trillion in four days as chip sector catches fire
Crypto
August 5, 2026When AI spending stops, Bitcoin could be the beneficiary, Hayes argues
Tech Earnings
August 5, 2026Arista's quarterly sales hit 3 billion on AI networking surge, stock rallies after hours
Tech Markets
August 4, 2026SpaceX commits to NVIDIA as Musk bets 2 gigawatts on chip giant
Crypto
August 4, 2026AMD's Data Center Business Reaches $6.7 Billion as Gaming Crumbles
AI Infrastructure
August 4, 2026How AI Labs Became Permanent Tenants of the Compute Landlords
AI Infrastructure
August 4, 2026AI compute is running out faster than anyone admits
Crypto Infrastructure
August 4, 2026EdgeConneX bets $4 billion on Texas data center expansion as AI compute race intensifies
Technology
August 4, 2026Chip stocks surge 7% as Marvell jumps 14% on new AI memory breakthrough
Technology
August 4, 2026Nvidia and DDN unlock GPUs to fetch their own data, slashing AI training bottlenecks
Tech Markets
August 4, 2026Amazon Hits $3 Trillion Club as Cloud Business Powers Historic Rally
Crypto
August 3, 2026Sequoia bets $1 billion on nuclear reactors built for AI data centers
Crypto
August 3, 2026Jensen Huang's bet on AI infrastructure pays off as Nvidia's data center revenue hits 92 percent
Crypto
July 31, 2026