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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

Abu Dhabi's Mubadala eyes $6.3 billion AI data center bet in Japan

August 6, 2026
Crypto Markets

Nvidia Joins Memory Giants in Thousand-Percent Rally as AI Infrastructure Demand Explodes

August 6, 2026
Crypto

Galaxy Digital's quarterly loss shrinks while Texas data center finally turns profitable

August 5, 2026
Crypto

Silicon Motion chips the path for AI data centers with PCIe Gen6 speed leap

August 5, 2026
Markets

Taiyo Yuden jumps profit target 50% on AI server boom

August 5, 2026
Markets

Tech stocks add $3.5 trillion in four days as chip sector catches fire

August 5, 2026
Crypto

When AI spending stops, Bitcoin could be the beneficiary, Hayes argues

August 5, 2026
Tech Earnings

Arista's quarterly sales hit 3 billion on AI networking surge, stock rallies after hours

August 5, 2026
Tech Markets

SpaceX commits to NVIDIA as Musk bets 2 gigawatts on chip giant

August 4, 2026
Crypto

AMD's Data Center Business Reaches $6.7 Billion as Gaming Crumbles

August 4, 2026
AI Infrastructure

How AI Labs Became Permanent Tenants of the Compute Landlords

August 4, 2026
AI Infrastructure

AI compute is running out faster than anyone admits

August 4, 2026
Crypto Infrastructure

EdgeConneX bets $4 billion on Texas data center expansion as AI compute race intensifies

August 4, 2026
Technology

Chip stocks surge 7% as Marvell jumps 14% on new AI memory breakthrough

August 4, 2026
Technology

Nvidia and DDN unlock GPUs to fetch their own data, slashing AI training bottlenecks

August 4, 2026
Tech Markets

Amazon Hits $3 Trillion Club as Cloud Business Powers Historic Rally

August 4, 2026
Crypto

Sequoia bets $1 billion on nuclear reactors built for AI data centers

August 3, 2026
Crypto

Jensen Huang's bet on AI infrastructure pays off as Nvidia's data center revenue hits 92 percent

August 3, 2026
Crypto

Larry Ellison's Massive Debt Bet Transforms Oracle into AI Powerhouse

July 31, 2026