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Browsing Tag

ai infrastructure

58 posts
AArtificial intelligence
Does IREN’s Recent 64% Surge Match Its True Value After AI Infrastructure Expansion?
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IREN (NasdaqGS:IREN) Valuation After Microsoft AI Deal, Capital Raises and Mounting Dilution Concerns

  • December 20, 2025
IREN (NasdaqGS:IREN) just pulled off one of the more aggressive capital raises in the AI infrastructure space, stacking…
AArtificial intelligence
Will Microsoft Partnership and Aether Launch Transform Nebius Group's (NBIS) AI Leadership Narrative?
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Nebius Group (NasdaqGS:NBIS) Valuation After AI Cloud 3.1 Upgrade and Ongoing Profitability Concerns

  • December 19, 2025
Nebius Group (NasdaqGS:NBIS) just rolled out its AI Cloud 3.1 upgrade with NVIDIA Blackwell Ultra hardware and deeper…
AArtificial intelligence
China Prepares to Wreck US AI Industry
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China Prepares to Wreck US AI Industry

  • December 18, 2025
JohanSjolander / E+ via Getty Images The math is simple. It starts with three facts. China has spent…
AArtificial intelligence
The AI Arms Race Hits Wall Street
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The AI Arms Race Hits Wall Street

  • December 18, 2025
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. The…
AArtificial intelligence
Why OpenAI’s AI Data Center Buildout Faces A 2026 Reality Check
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Why OpenAI’s AI Data Center Buildout Faces A 2026 Reality Check

  • December 7, 2025
Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center…
AArtificial intelligence
Which Stock Is the Better Long-Term AI Buy?
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Which Stock Is the Better Long-Term AI Buy?

  • December 6, 2025
Artificial intelligence (AI) is creating trillion-dollar opportunities, but not all AI stocks are built the same. In the…
AArtificial intelligence
2 AI Stocks Will Be Worth More Than Nvidia and Palantir Technologies Combined in 2026
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2 AI Stocks Will Be Worth More Than Nvidia and Palantir Technologies Combined in 2026

  • December 6, 2025
Nvidia and Palantir are collectively worth $4.8 trillion; Alphabet and (to a lesser extent) Microsoft have a shot…
AArtificial intelligence
Michael Burry Just Exposed How Big Tech Is Inflating AI Profits
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Michael Burry Just Exposed How Big Tech Is Inflating AI Profits

  • November 28, 2025
24/7 Wall St. Over the past two years, Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), and Microsoft (NASDAQ:MSFT) have collectively committed…
AArtificial intelligence
GuruFocus.com
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Dell Surges on Record AI Orders and $25 Billion Shipment Goal

  • November 26, 2025
This article first appeared on GuruFocus. Dell Technologies (NYSE:DELL) is riding a massive AI wave right now, telling…
AArtificial intelligence
AWS signage
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AWS is spending $50B build AI infrastructure for the US government

  • November 24, 2025
Amazon Web Services is making a sizable new investment in infrastructure designed to boost AI capabilities for U.S.…
EEconomy
China’s power equipment firms ride AI-driven boom amid demand from US, emerging markets
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China’s power equipment firms ride AI-driven boom amid demand from US, emerging markets

  • November 24, 2025
The race to develop artificial intelligence has pushed governments and technology giants to build new electricity plants and…
AArtificial intelligence
Foxconn, OpenAI partner on AI hardware manufacturing
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Foxconn, OpenAI partner on AI hardware manufacturing

  • November 21, 2025
(Reuters) -Foxconn will collaborate with U.S.-based OpenAI to design and engineer data center racks, components,​ and other artificial…
Ireland
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