Meta Raises Hyperion AI Campus Budget to $50B
Meta Platforms has expanded its Hyperion data center project in Richland Parish, Louisiana, raising the investment to over $50 billion, up from $27 billion last...
AI INFRASTRUCTURE INVESTMENT
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Google Surges as Super Micro Loses AI Crown
Super Micro Computer has fallen 41% over the past month amid collapsing margins, a revenue miss of nearly 18%, mounting debt, and an ongoing board review of exp...
Amazon commits $13B more to India AI
Amazon announced an additional $13 billion investment to expand its AI and cloud infrastructure in India through 2030, bringing its total commitments in the cou...
NVIDIA Remains AI's Indispensable Pick-and-Shovels Play
Despite growing AI bubble concerns, NVIDIA continues to dominate the artificial intelligence infrastructure buildout, benefiting from surging hyperscaler capita...
TSPA Rides AI Infrastructure Stocks to Triple-Digit Gains
The T. Rowe Price U.S. Equity Research ETF (TSPA) holds five stocks Morningstar flagged as top AI infrastructure performers in 2026, including SanDisk, Intel, W...
Nebius Surges 13% on Eigen Deal, Meta Contract
Nebius Group (NBIS) jumped 13.24% on May 4, 2026, closing around $155 despite a broad market sell-off. Three catalysts drove the move: the $643 million acquisit...
Applied Digital Wins Big in AI Spending Surge
Applied Digital is emerging as a key beneficiary of the booming artificial intelligence capital expenditure wave. The company is well-positioned to capitalize o...
LandBridge Surges 6% on 2GW AI Data Center Deal
LandBridge Company LLC shares jumped 6.28% to $68.05 Friday after investors rallied behind the Permian Basin land owner's growing role in AI infrastructure. The...
Meta commits $21B more to CoreWeave AI infrastructure
Meta Platforms is investing an additional $21 billion in CoreWeave's AI cloud infrastructure, expanding a partnership that began in 2023. The new deal runs from...
Meta Pledges $21B More to CoreWeave for AI
Meta has committed to spending an additional $21 billion with cloud computing provider CoreWeave, with the funds to be deployed between 2027 and 2032. The deal ...
Anthropic Secures 3.5 Gigawatts in Google-Broadcom Deal
Anthropic has expanded its compute agreements with Google and Broadcom, securing 3.5 gigawatts of processing capacity to power its Claude AI models. The new cap...
Caterpillar Emerges as Surprise AI Infrastructure Bet
Caterpillar is gaining recognition as an unexpected player in the AI infrastructure boom, with Wall Street beginning to price in its role in the sector. The hea...
Microsoft Pledges $10B AI Investment in Japan
Microsoft has announced a four-year, $10 billion investment package in Japan, partnering with Sakura Internet and SoftBank to develop cloud and AI infrastructur...