"CoreWeave exists because Nvidia wants it to exist," said an analyst describing how the chipmaker aims to pressure cloud ...

Nebius Group N.V.'s Q1 results highlight AI infrastructure growth, with European expansion, robust financials, and a $9B ...

Bloomberg estimates that Microsoft spends roughly 47% of its capital expenditures directly on Nvidia’s chips and accounts for ...

Microsoft accounted for 72% of CoreWeave’s revenue in the company ... In late April, Microsoft reiterated its $80 billion spending plan to build out AI data centers, with more than half ...

AT&T Inc.'s $5.75B Lumen deal offers minimal impact and distracts from growth. Click for my updated look at T stock and why I ...

All things being equal, you probably would not build a 5 gigawatt datacenter on Earth in the desert near the equator. But ...

Meanwhile, Thames Water was hit with the biggest ever fine by Ofwat for breaching rules relating to sewage operations and shareholder payouts.

Nvidia's (NVDA) rise has been fueled by Big Tech’s spending on its AI chips. Tesla (TSLA ... data center capacity from cloud provider CoreWeave (CRWV), which spends billions of dollars on ...

Nvidia stock soared over the past two years, but in 2025, import tariff and AI spending concerns have weighed on performance.

In our opinion, the data reminds investors and practitioners that AI hype does not equal budget immunity. While earlier data documented robust intent to invest, the C-suite view presented above ...