Business · 6 min read
data centers
Business · 5 min read
3 Trillion Vanished : The AI Signal Markets Can No Longer Ignore
The Nasdaq has experienced its largest drop in nineteen months, Nvidia has lost 9.3%, and $3 trillion in market capitalization has vanished from the S&P 500. Behind the partial rebound, markets are now questioning the real cost of the global race for artificial intelligence.
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Anthropic Posts $17 Billion in Revenue, but Commits to $895 Billion in Infrastructure
Anthropic’s amended IPO filing reveals extraordinary growth, a quarterly operating loss and nearly $900 billion in infrastructure commitments. The key figure is less an immediate bill than a multi-decade industrial bet.
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Business · 7 min read
Alibaba AI Investment: Alibaba Aims to Raise $10.2 Billion in Hong Kong
Business · 7 min read
The $500 Billion Pact Redefining Global AI: Nvidia and SK Lock in the Future
Business · 6 min read
Nasdaq, Nikkei, KOSPI: The Plunge of AI Stocks Shaking Global Markets
After a violent drop on Wall Street and in Asia, AI-related stocks have rebounded. But the market now demands proof.
Business · 6 min read
115 Billion to Connect AI: The Marvell-Lumentum Bet Shaking Up Global Tech
Marvell intends to absorb Lumentum in a fully stock-based transaction valued at $115 billion. Behind this spectacular amount lies a decisive battle: increasingly replacing copper with optics in the data centers that power artificial intelligence.
Business · 5 min read
Gastech Puts $40 Billion on the Table
Gastech 2026 closed in Bangkok with a spectacular estimate: $40 billion in agreements announced or advanced. Behind the total, Asia is asserting its weight in the new global energy economy.
Business · 6 min read
Apple and Nvidia Bring Their AI Chips Closer
Apple is reportedly exploring an inference server powered by its own chips and linked through Nvidia's NVLink Fusion. The project points to a new contest for enterprise AI infrastructure.
Business · 5 min read
Dell Turns AI Servers Into an Industrial War Machine
Dell sharply raised its annual targets after a record quarter powered by AI-optimized servers. Behind the numbers, the balance of power in technology is moving toward infrastructure.
Business · 5 min read
Riot and Anthropic Show How Bitcoin Miners Are Becoming AI Cloud Landlords
The $9.1 billion deal between Riot Platforms and Anthropic confirms the conversion of Bitcoin miners into AI infrastructure suppliers.
Business · 6 min read
Fermi and TensorWave Show Why Electricity Is Becoming AI’s Strategic Asset
With TensorWave as the first major tenant at Project Matador, Fermi validates a blunt AI thesis: the scarce asset is no longer only the chip, but electricity.