AI infrastructure investment concerns large-scale capital allocation to the hardware and facilities required to train and deploy artificial intelligence systems. It encompasses construction and expansion of AI-optimized data centers, procurement and development of high-performance GPUs and accelerators, and formation of strategic partnerships across semiconductor, cloud, and robotics firms. The domain also includes financial instruments and public market activity used to fund supercomputing clusters and AI factories, reflecting expectations of AI-driven revenue growth and national competitiveness in advanced computing capacity.
Business
Microsoft on Wednesday reported its quarterly sales grew 18% to $77.7 billion, beating Wall Street expectations while also surprising some investors with the huge amounts of money it is spending to expand its cloud computing ...
Oct 30, 2025
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Business
Nvidia has become the first $5 trillion company, just three months after the Silicon Valley chipmaker was first to break through the $4 trillion barrier.
Oct 29, 2025
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Business
Microsoft Corp. once again surpassed $4 trillion in valuation, joining artificial intelligence chipmaker Nvidia in the exclusive club that also briefly included Apple on Tuesday. The sky-high valuations highlight the investor ...
Oct 29, 2025
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Business
On October 27, Qualcomm released a new series of artificial intelligence chips to compete with the market leader Nvidia, as the race to cash in on the massive AI datacenter buildout heats up.
Oct 28, 2025
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Business
Artificial intelligence company Anthropic has signed a multibillion-dollar deal with Google to acquire more of the computing power needed for the startup's chatbot, Claude.
Oct 24, 2025
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Machine learning & AI
OpenAI is ordering hundreds of billions of dollars worth of chips in the artificial intelligence race, raising questions among investors about how the startup will finance these purchases.
Oct 20, 2025
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Machine learning & AI
On a scorching hot Saturday in San Antonio, dozens of teachers traded a day off for a glimpse of the future. The topic of the day's workshop: enhancing instruction with artificial intelligence.
Oct 17, 2025
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Hardware
A group including BlackRock, Nvidia and Microsoft is buying Aligned Data Centers in an approximately $40 billion deal in an effort to expand next-generation cloud and artificial intelligence infrastructure.
Oct 16, 2025
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Business
Microsoft will supply its artificial intelligence technology to every public school district and community college in Washington next year, part of a nationwide campaign to spread AI training and usage.
Oct 15, 2025
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Business
Software giant Salesforce is planning to invest $15 billion in San Francisco over the next five years to strengthen the city's dominance in artificial intelligence.
Oct 15, 2025
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