Capital and Deals
AMD launches Helios AI rack to challenge Nvidia’s dominance in data center inference
AMD unveiled Helios, a rack-scale AI system designed to compete with Nvidia's high-end data center offerings. The system has already…
Section
Tag: ai-infrastructure
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Capital and Deals
Money and Wealth
Micron’s Stock Rally Hinges on Big Tech Earnings—Here’s Why
Micron's 800% stock surge over the past year now depends on earnings from Tesla, Alphabet, and IBM. Their capital spending…
Markets
AI infrastructure costs force startups toward cheaper Chinese alternatives
Cost-conscious startups are adopting cheaper Chinese AI models as American alternatives become a growing operational expense, raising questions about performance…
Capital and Deals
Google Cloud revenue surges 82% as enterprise AI adoption drives earnings beat
Google Cloud's 82% revenue jump to $24.8 billion quiets investor concerns about its infrastructure spending, driven by enterprise AI adoption…
Capital and Deals
IBM’s mainframe business collapsed 42% last quarter, but the company insists AI isn’t the culprit
IBM's mainframe revenue plummeted 42%, prompting its largest single-day stock drop ever. The company blamed customer budget shifts toward expensive…
Money and Wealth
Super Micro Computer stock surges 20% after gross margin expansion guidance
Super Micro Computer shares jumped 20% following the company's announcement of expanded gross margins. The move signals improved operational efficiency…
Capital and Deals
Model Context Protocol Update Targets the Real Obstacle to Enterprise AI: Infrastructure
The Model Context Protocol is shifting to stateless session management, simplifying deployment of AI agents across distributed servers. The change…
Capital and Deals
Google’s Unreleased Chip Could Run Gemini 6–10 Times More Efficiently, Report Says
Google is developing a server chip called 'Frozen v2' that could run Gemini 6–10 times more efficiently than its current…
Capital and Deals
Founders Fund names former OpenAI exec Ryan Beiermeister as partner
Founders Fund has named Ryan Beiermeister, the former OpenAI VP of Product Policy, as a new partner. She joins the…
Money and Wealth
Family Offices Bet Big on Alternatives, But Sit Out the AI Infrastructure Buildout
J.P. Morgan's 2026 report finds family offices piling into alternatives for inflation cover, while 79% hold zero infrastructure exposure despite…