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8
SoftBank's SB Energy Offers OpenAI $5.5 Billion in Stock Warrants to Secure Data-Center Tenancy
Markets
1
1d ago
8
SoftBank's SB Energy Offers OpenAI $5.5 Billion in Stock Warrants to Secure Data-Center Tenancy
Top
Markets
· 1 src · 1d ago
Discuss
7
Z.ai H1 2026 Revenue Jumps 400% to $142M but Misses Estimates Amid China AI Price War
Markets
1
1d ago
7
Z.ai H1 2026 Revenue Jumps 400% to $142M but Misses Estimates Amid China AI Price War
Markets
· 1 src · 1d ago
Discuss
8
Nvidia Becomes AI's "Central Bank" With $99B Equity Portfolio and $108B in Guarantees
Updated Aug 27
Markets
3
5d ago
8
Nvidia Becomes AI's "Central Bank" With $99B Equity Portfolio and $108B in Guarantees
Upd Aug 27
Markets
· 3 srcs · 5d ago
Discuss
7
MiniMax H1 2026 Revenue Surges 283% YoY to $116.6M as Enterprise API Demand Accelerates
Markets
1
6d ago
7
MiniMax H1 2026 Revenue Surges 283% YoY to $116.6M as Enterprise API Demand Accelerates
Markets
· 1 src · 6d ago
Discuss
8
Broadcom Seeks Up to $100 Billion in AI Debt Financing, Backed by Blackstone and Apollo
Updated Aug 24
Markets
4
Aug 24
8
Broadcom Seeks Up to $100 Billion in AI Debt Financing, Backed by Blackstone and Apollo
Top
Upd Aug 24
Markets
· 4 srcs · Aug 24
Discuss
9
Anthropic Overtakes OpenAI in Quarterly Revenue for First Time, as Both Labs Report Q2 2026 Results
Markets
4
Aug 19
9
Anthropic Overtakes OpenAI in Quarterly Revenue for First Time, as Both Labs Report Q2 2026 Results
Top
Markets
· 4 srcs · Aug 19
Discuss
8
OpenAI CFO Signals 2027 IPO Timeline as Revenue Run Rate Tops $40 Billion
Updated Jun 29
Markets
4
Aug 19
8
OpenAI CFO Signals 2027 IPO Timeline as Revenue Run Rate Tops $40 Billion
Top
Upd Jun 29
Markets
· 4 srcs · Aug 19
Discuss
7
SK Hynix Announces $29B Share Buyback to Reassure Investors Amid AI Spending Concerns
Markets
1
Aug 19
7
SK Hynix Announces $29B Share Buyback to Reassure Investors Amid AI Spending Concerns
Markets
· 1 src · Aug 19
Discuss
8
Anthropic's Pre-IPO Revolving Credit Facility Set to Exceed $10 Billion Target
Markets
1
Aug 18
8
Anthropic's Pre-IPO Revolving Credit Facility Set to Exceed $10 Billion Target
Top
Markets
· 1 src · Aug 18
Discuss
8
OpenAI Exercises Cerebras Warrants for $100, Acquiring 4.2% Stake With ~$2.3B Implied Value Days Before Ultrafast Launch
Markets
1
Aug 17
8
OpenAI Exercises Cerebras Warrants for $100, Acquiring 4.2% Stake With ~$2.3B Implied Value Days Before Ultrafast Launch
Top
Markets
· 1 src · Aug 17
Discuss
8
OpenAI Revenue Run Rate Tops $40 Billion, Roughly Doubling Since End of 2025
Markets
2
Aug 14
8
OpenAI Revenue Run Rate Tops $40 Billion, Roughly Doubling Since End of 2025
Top
Markets
· 2 srcs · Aug 14
Discuss
8
Nebius Q2 2026: AI Cloud Revenue Surges 514% YoY to $575M, Beating Estimates
Updated Aug 12
Markets
5
Aug 12
8
Nebius Q2 2026: AI Cloud Revenue Surges 514% YoY to $575M, Beating Estimates
Top
Upd Aug 12
Markets
· 5 srcs · Aug 12
Discuss
8
Cisco Q4 FY2026: $17.25B Revenue (18% YoY Beat), $4B Hyperscaler AI Orders, FY2027 Guided Above Consensus
Markets
3
Aug 12
8
Cisco Q4 FY2026: $17.25B Revenue (18% YoY Beat), $4B Hyperscaler AI Orders, FY2027 Guided Above Consensus
Top
Markets
· 3 srcs · Aug 12
Discuss
7
Suno AI Music Platform Hits 100M Users and $5.4B Valuation While Battling UMG and Sony in Copyright Court
Markets
1
Aug 12
7
Suno AI Music Platform Hits 100M Users and $5.4B Valuation While Battling UMG and Sony in Copyright Court
Markets
· 1 src · Aug 12
Discuss
8
Intel Raises $20B in Historic Upsized Share Sale with $100B+ Demand as INTC Surges 145% YTD
Markets
2
Aug 11
8
Intel Raises $20B in Historic Upsized Share Sale with $100B+ Demand as INTC Surges 145% YTD
Top
Markets
· 2 srcs · Aug 11
Discuss
8
RIOT Platforms Signs $9.1B Deal with Anthropic, Cementing Bitcoin-to-AI Infrastructure Pivot
Updated Aug 11
Infra
2
Aug 11
8
RIOT Platforms Signs $9.1B Deal with Anthropic, Cementing Bitcoin-to-AI Infrastructure Pivot
Top
Upd Aug 11
Infra
· 2 srcs · Aug 11
Discuss
7
Super Micro Q4 Revenue Surges 93% YoY to $11.1B; FY2027 Guidance of $65–72B Crushes Analyst Estimates
Markets
2
Aug 11
7
Super Micro Q4 Revenue Surges 93% YoY to $11.1B; FY2027 Guidance of $65–72B Crushes Analyst Estimates
Top
Markets
· 2 srcs · Aug 11
Discuss
7
Moore Threads Reports 147% Revenue Growth in H1 2026, Plans Hong Kong Listing
Markets
1
Aug 10
7
Moore Threads Reports 147% Revenue Growth in H1 2026, Plans Hong Kong Listing
Markets
· 1 src · Aug 10
Discuss
7
Apollo Chief Economist Warns AI Profits Are Investor-Funded, Not Customer-Earned
Markets
1
Aug 10
7
Apollo Chief Economist Warns AI Profits Are Investor-Funded, Not Customer-Earned
Markets
· 1 src · Aug 10
Discuss
7
AI Infrastructure Debt Tops $385B in 2026 as Bond Market "Exhaustion" Sets In
Markets
2
Aug 8
7
AI Infrastructure Debt Tops $385B in 2026 as Bond Market "Exhaustion" Sets In
Markets
· 2 srcs · Aug 8
Discuss
7
Alphabet Raises $25B Bond Sale Amid AI Spending Push, Drawing $115B in Peak Demand
Markets
1
Aug 7
7
Alphabet Raises $25B Bond Sale Amid AI Spending Push, Drawing $115B in Peak Demand
Top
Markets
· 1 src · Aug 7
Discuss
7
Figma Stock Falls 15% as AI Cost Surge Drives Q3 Slowdown Despite Q2 Beat
Markets
1
Aug 7
7
Figma Stock Falls 15% as AI Cost Surge Drives Q3 Slowdown Despite Q2 Beat
Markets
· 1 src · Aug 7
Discuss
7
Intel's AI-Driven Turnaround Under Lip-Bu Tan: Shares Quadruple as CPU Demand Surges, But Arm Chip Deal Collapsed and TSMC Gap Persists
Markets
3
Aug 6
7
Intel's AI-Driven Turnaround Under Lip-Bu Tan: Shares Quadruple as CPU Demand Surges, But Arm Chip Deal Collapsed and TSMC Gap Persists
Markets
· 3 srcs · Aug 6
Discuss
7
Naïve Raises $28.5M Series A to Let AI Agents Autonomously Run Entire Businesses
Enterprise
1
Aug 6
7
Naïve Raises $28.5M Series A to Let AI Agents Autonomously Run Entire Businesses
Enterprise
· 1 src · Aug 6
Discuss
8
Big Tech's AI Data Centre Race Accumulates $1.09 Trillion in Uncommenced Lease Commitments
Markets
1
Aug 4
8
Big Tech's AI Data Centre Race Accumulates $1.09 Trillion in Uncommenced Lease Commitments
Top
Markets
· 1 src · Aug 4
Discuss
8
SpaceX Q2 Earnings: $7.8B Revenue (+92% YoY) as Starlink Hits 12M Subscribers and AI Revenue Triples to $2.6B
Updated Aug 12
Markets
11
Aug 12
8
SpaceX Q2 Earnings: $7.8B Revenue (+92% YoY) as Starlink Hits 12M Subscribers and AI Revenue Triples to $2.6B
Top
Upd Aug 12
Markets
· 11 srcs · Aug 12
Discuss
6
SpaceX Spends $329M on Tesla Megapacks in 2026 to Power xAI Data Centers
Markets
1
Aug 4
6
SpaceX Spends $329M on Tesla Megapacks in 2026 to Power xAI Data Centers
Markets
· 1 src · Aug 4
Discuss
8
Amazon Completes $50B OpenAI Investment After 1B Weekly Active Users Milestone Triggered Final Tranche
Updated Aug 4
Markets
3
Aug 4
8
Amazon Completes $50B OpenAI Investment After 1B Weekly Active Users Milestone Triggered Final Tranche
Top
Upd Aug 4
Markets
· 3 srcs · Aug 4
Discuss
8
Microsoft FY2026: First Headcount Decline Since 2016 as Product R&D Roles Fall for Second Straight Year Despite Record Revenue
Markets
1
Jul 31
8
Microsoft FY2026: First Headcount Decline Since 2016 as Product R&D Roles Fall for Second Straight Year Despite Record Revenue
Top
Markets
· 1 src · Jul 31
Discuss
7
Reddit Posts Strong Q2 2026 Results but AI-Driven Search Disruption Rattles Investors
Markets
1
Jul 31
7
Reddit Posts Strong Q2 2026 Results but AI-Driven Search Disruption Rattles Investors
Markets
· 1 src · Jul 31
Discuss
7
Meta Discloses $279B in Off-Balance-Sheet AI Data Center Lease Commitments, Up 53% in Q2
Markets
1
Jul 30
7
Meta Discloses $279B in Off-Balance-Sheet AI Data Center Lease Commitments, Up 53% in Q2
Markets
· 1 src · Jul 30
Discuss
7
Cadence Design Systems Posts 24% Q2 Revenue Growth, Raises 2026 Guidance on AI Chip Demand
Markets
1
Jul 27
7
Cadence Design Systems Posts 24% Q2 Revenue Growth, Raises 2026 Guidance on AI Chip Demand
Markets
· 1 src · Jul 27
Discuss
7
Big Tech Has Already Spent $1.1T on AI Infrastructure Since 2023; Plans $745B More in 2026 as Analyst Projects $1T+ for 2027
Updated Jul 31
Markets
2
Jul 31
7
Big Tech Has Already Spent $1.1T on AI Infrastructure Since 2023; Plans $745B More in 2026 as Analyst Projects $1T+ for 2027
Upd Jul 31
Markets
· 2 srcs · Jul 31
Discuss
9
Alphabet Q2 2026: Revenue $119.8B, Cloud +82%, But Negative FCF and Raised Capex Guidance Alarm Wall Street
Updated Jul 23
Markets
9
Jul 23
9
Alphabet Q2 2026: Revenue $119.8B, Cloud +82%, But Negative FCF and Raised Capex Guidance Alarm Wall Street
Top
Upd Jul 23
Markets
· 9 srcs · Jul 23
Discuss
7
IREN Signs $2.8B AI Cloud Contracts; Hut 8 Clinches $9.8B Data Center Deal in Neocloud Surge
Infra
1
Jul 21
7
IREN Signs $2.8B AI Cloud Contracts; Hut 8 Clinches $9.8B Data Center Deal in Neocloud Surge
Infra
· 1 src · Jul 21
Discuss
7
Nvidia Discloses 9.3% Stake in AI Cloud Provider Nebius, Sending Stock Up 15%
Markets
1
Jul 21
7
Nvidia Discloses 9.3% Stake in AI Cloud Provider Nebius, Sending Stock Up 15%
Markets
· 1 src · Jul 21
Discuss
6
Meta May Abandon $174B Share Buyback Program to Fund AI Infrastructure
Markets
1
Jul 21
6
Meta May Abandon $174B Share Buyback Program to Fund AI Infrastructure
Markets
· 1 src · Jul 21
Discuss
7
AI's Industrial Turn: Tech Giants on Pace to Spend More on Data Centers Than They Earn in Operations
Infra
1
Jul 18
7
AI's Industrial Turn: Tech Giants on Pace to Spend More on Data Centers Than They Earn in Operations
Infra
· 1 src · Jul 18
Discuss
7
Anthropic and OpenAI IPOs Set to Create Historic Wealth Concentration in San Francisco
Markets
1
Jul 16
7
Anthropic and OpenAI IPOs Set to Create Historic Wealth Concentration in San Francisco
Top
Markets
· 1 src · Jul 16
Discuss
7
OpenAI's Ad Revenue on Pace to Miss Its Own 2025 Forecast by 90%, Analyst Data Shows
Markets
1
Jul 16
7
OpenAI's Ad Revenue on Pace to Miss Its Own 2025 Forecast by 90%, Analyst Data Shows
Top
Markets
· 1 src · Jul 16
Discuss
8
SambaNova Raises $1B at $11B Valuation, Lands JPMorgan Chase as On-Premises Inference Partner
Markets
1
Jul 8
8
SambaNova Raises $1B at $11B Valuation, Lands JPMorgan Chase as On-Premises Inference Partner
Top
Markets
· 1 src · Jul 8
Discuss
8
TeraWulf Signs $19B 20-Year AI Infrastructure Lease with Anthropic, Stock Surges 13%
Markets
1
Jul 7
8
TeraWulf Signs $19B 20-Year AI Infrastructure Lease with Anthropic, Stock Surges 13%
Top
Markets
· 1 src · Jul 7
Discuss
8
Oracle's Annual Filing Lays Out Sweeping AI Infrastructure Risks as CapEx Surges to $55.7B
Infra
1
Jul 1
8
Oracle's Annual Filing Lays Out Sweeping AI Infrastructure Risks as CapEx Surges to $55.7B
Top
Infra
· 1 src · Jul 1
Discuss
7
Brookfield and Bloom Energy Expand AI Power Partnership Fivefold to $25 Billion
Infra
1
Jun 30
7
Brookfield and Bloom Energy Expand AI Power Partnership Fivefold to $25 Billion
Infra
· 1 src · Jun 30
Discuss
7
Qualcomm Doubles Non-Handset Revenue Target to $40B, Launches Data Center Bid to Challenge Nvidia
Updated Jun 30
Markets
2
Jun 30
7
Qualcomm Doubles Non-Handset Revenue Target to $40B, Launches Data Center Bid to Challenge Nvidia
Upd Jun 30
Markets
· 2 srcs · Jun 30
Discuss
8
Cerebras Q1 Revenue Nearly Doubles Post-IPO, but Margin Squeeze Drives 14%+ Share Drop
Updated Jun 25
Markets
3
Jun 25
8
Cerebras Q1 Revenue Nearly Doubles Post-IPO, but Margin Squeeze Drives 14%+ Share Drop
Top
Upd Jun 25
Markets
· 3 srcs · Jun 25
Discuss
9
OpenAI's 2025 Net Loss Hits $38.5 Billion as Total Spending Reaches $34 Billion
Markets
4
Jun 18
9
OpenAI's 2025 Net Loss Hits $38.5 Billion as Total Spending Reaches $34 Billion
Top
Markets
· 4 srcs · Jun 18
Discuss
6
Corning Surges 106% in 2026 as AI Data Center Pivot Attracts Nvidia, Amazon, and Meta Deals
Markets
1
Jun 15
6
Corning Surges 106% in 2026 as AI Data Center Pivot Attracts Nvidia, Amazon, and Meta Deals
Markets
· 1 src · Jun 15
Discuss
8
Oracle Stock Sinks 20% in Five Days as $70B Forward Spending Plan, -$23.7B Free Cash Flow, and OpenAI-Concentrated $638B RPO Alarm Investors
Updated Jul 21
Markets
6
Jun 12
8
Oracle Stock Sinks 20% in Five Days as $70B Forward Spending Plan, -$23.7B Free Cash Flow, and OpenAI-Concentrated $638B RPO Alarm Investors
Top
Upd Jul 21
Markets
· 6 srcs · Jun 12
Discuss
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