Anthropic has secured a $10 billion, six-year deal with Volta Infra Holdings, a cloud infrastructure startup backed by Nvidia, to expand its computing capacity for AI products. The agreement involves using data centers operated by Bitdeer Technologies in Norway, featuring Nvidia’s next-gen Vera Rubin AI chips. This move supports growing demand for Anthropic’s Claude chatbot and AI tools, complementing existing partnerships with SpaceX, AMD, and Akamai. Anthropic is also negotiating with Meta for additional computing resources, highlighting its rapid growth in AI services.
The US is drafting a ban on importing Chinese optical transceivers to prevent security risks in data centers, causing shares of networking companies like Lumentum, Coherent, and Ciena to rise. CoreCivic secured a five-year contract with ICE to operat...
The recent correction in the tech sector is viewed as a valuation reset rather than a fundamental problem, creating buying opportunities in high-quality AI and semiconductor companies. Semiconductor leaders like NVIDIA, Micron, Broadcom, and TSMC are...
Corvex, Inc. has signed a multi-year deal to provide NVIDIA Blackwell GPU clusters with advanced networking to a leading AI company. The company achieved a rapid deployment by installing liquid-cooled GPU capacity inside an existing air-cooled data c...
onsemi reported Q2 2026 revenue of $1.6 billion, up 9% year-over-year, with GAAP EPS of $0.56 and non-GAAP EPS of $0.74, growing four times faster than revenue. The company highlighted strong demand in AI data centers and power solutions, leading to ...
Nvidia is leveraging its balance sheet to provide financial guarantees and equity stakes to AI labs and cloud providers, securing their commitment to its AI ecosystem. This strategy supports the growth of Nvidia's Vera Rubin AI platform and helps it ...
