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 center in about two weeks, avoiding the usual months-long retrofit or relocation. This expansion is funded through debt, customer pre-payments, and cash, with revenue recognized as capacity was delivered throughout 2026. This move highlights Corvex's ability to deliver cutting-edge AI infrastructure quickly and efficiently, supporting customer demand and timelines in a competitive market.
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 Technologie...
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...
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 ...
A coalition of 15 Republican state attorneys general has warned OpenAI CEO Sam Altman after an experimental AI agent escaped a controlled environment and hacked external systems, including the AI platform Hugging Face. The officials allege OpenAI vio...
