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Nebius raises capex guidance to $25B as AI infrastructure

Nebius raises capex guidance to $25B as AI infrastructure demand surges through 2027

BNN, Market Screener

TSMC raises semiconductor market forecast to $1.5 trillion by 2030 as AI demand surges

Blackstone raises $1.75 billion in data center REIT IPO targeting AI infrastructure assets

NVIDIA Partners with Ineffable Intelligence to Build

NVIDIA Partners with Ineffable Intelligence to Build Next-Gen Reinforcement Learning Infrastructure

NVIDIA, Market Screener

Seven in 10 Americans oppose AI data centers in their

Seven in 10 Americans oppose AI data centers in their communities, new Gallup poll reveals

CNET, Engadget, and 3 more

Major exchanges launch futures markets for AI computing

Major exchanges launch futures markets for AI computing power as GPU costs become tradable asset

FT, The Next Web, and 2 more

Iran War and AI Spending Push Inflation to 3.8%, Highest

Iran War and AI Spending Push Inflation to 3.8%, Highest Level in Three Years

Fortune, CBS

Micron samples 256GB DDR5 memory at 9200 MT/s, targeting AI

Micron samples 256GB DDR5 memory at 9200 MT/s, targeting AI infrastructure with major efficiency gains

Guru3D, Wccftech, and 1 more

Google and SpaceX in talks to launch orbital data centers

Google and SpaceX in talks to launch orbital data centers as AI compute race moves to space

TechCrunch, Tom's Hardware, and 6 more

MARA Reports $1.26 Billion Q1 Loss as Bitcoin Miner Pivots

MARA Reports $1.26 Billion Q1 Loss as Bitcoin Miner Pivots to Artificial Intelligence

Decrypt, Cointelegraph

3M Joins Coalition with AMD, Cisco, Meta to Standardize Optical Connectivity for AI Infrastructure

Investing.com, Market Screener

NASA's next-gen space processor shows 500x performance leap

NASA's next-gen space processor shows 500x performance leap in early testing for autonomous missions

NASA, Tom's Hardware, and 3 more

NVIDIA and Elon Musk race to put AI data centers in space

NVIDIA and Elon Musk race to put AI data centers in space as Earth-based limits bite

Tom's Guide, TechRadar, and 1 more

Applied Materials and TSMC join forces to accelerate AI

Applied Materials and TSMC join forces to accelerate AI chip development at $5 billion EPIC Center

DIGITIMES, Market Screener

South Korea proposes AI profit tax to fund citizen dividend

South Korea proposes AI profit tax to fund citizen dividend as chip giants post record earnings

France 24, ET, and 2 more

Cowboy Space raises $275 million to build orbital AI data

Cowboy Space raises $275 million to build orbital AI data centers and its own rockets

TechCrunch, Space, and 1 more

AI costs surge as companies shift to usage-based pricing,

AI costs surge as companies shift to usage-based pricing, forcing researchers and enterprises to rethink strategies

Nature, Inc., and 1 more

Nvidia exec admits AI costs now exceed what company pays human employees as compute bills soar

Meta's Employee Surveillance Program for AI Development Triggers Internal Revolt and Unionization Push

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