#AIInfrastructure

Microsoft pledged $10 billion in Japan for AI infrastructure and workforce training. A small cloud firm surged 20% in a day. What this reveals about the global AI infrastructure race.

Over $500 billion has poured into AI startups. But with 36% of data center projects slipping timelines due to power shortages, the real opportunity may lie in energy infrastructure — batteries, transformers, and grid software.

Meta just locked in a $27 billion deal with Dutch cloud firm Nebius. With hyperscalers committing $700 billion to AI infrastructure this year, the real question is who captures the value—and who gets left behind.

Oracle beat revenue expectations with 18% growth and 81% cloud infrastructure surge, directly challenging fears that generative AI would destroy traditional software vendors.

Nscale, an Nvidia-backed GPU cloud startup, just hit a $14.6 billion valuation. Inside the neo-cloud arms race reshaping who controls AI infrastructure—and what it means for investors and founders.

India's Tata Group signs OpenAI as data center customer, signaling a shift in AI value chain dynamics. Who really holds power in the AI economy - the algorithms or the infrastructure?

While Microsoft and Google battle with AI assistants, Glean is quietly building the intelligence layer between models and enterprise systems. Seven years of mapping enterprise data becomes their secret weapon.