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Ai Infrastructure

All articles tagged with #ai infrastructure

business22 minutes ago

Nokia’s AI Infrastructure Rally Driven by Nvidia Backing

Nokia stock has more than doubled this year after Nvidia invested $1 billion for about a 3% stake to co-develop AI‑RAN with Nokia’s telecom hardware, backed by strong Q1 2026 results, a surge in AI and cloud orders, and raised full‑year guidance; the company is expanding capacity and opening an AI Networking Innovation Lab, with next catalysts including Q2 earnings and field trials, though AI spending cycles and the stock’s rally pose risks.

via Trefis|
#ai-infrastructure#ai-ran#business
Women Lead Broad Pushback Against AI Data Centers, Poll Finds
politics3 days ago

Women Lead Broad Pushback Against AI Data Centers, Poll Finds

A Gallup poll shows Americans broadly oppose the rapid spread of AI data centers, with women expressing stronger opposition than men (55% of women strongly oppose versus 43% of men). Concerns cited include environmental impacts (water use, pollution) and higher utility bills, especially in low-income communities of color. Across the U.S., women—mothers and activists—are spearheading opposition efforts, influencing local campaigns and drawing bipartisan political attention to the issue.

via The 19th News|
#ai-infrastructure#data-centers#environment
business11 days ago

Cisco’s AI Infrastructure Pivot Triggers a Market Breakout

Cisco stock surged after its Q3 2026 results as revenue beat and full-year guidance was raised, with the standout driver being a near-doubling of AI infrastructure orders from hyperscalers to $9 billion, signaling a strategic shift from legacy hardware to high‑speed silicon, optics, and data‑center networking, backed by a robust backlog and a $1 billion restructuring to fund growth; management also points to ecosystem plays with Nvidia and potential bundling, though execution in hyperscale deals remains a key risk.

via Trefis|
#ai#ai-infrastructure#business
Trump’s nudge lifts Dell stock to fresh highs
business15 days ago

Trump’s nudge lifts Dell stock to fresh highs

Dell Technologies’ shares surged to a record after President Trump publicly urged Americans to “buy a Dell,” vaulting about 12–15% in a move tied to strong AI infrastructure demand and a hefty enterprise backlog. Analysts had already raised targets on the stock, and the rally occurs alongside the Dell family’s $6.25 billion pledge to “Trump Accounts,” with Dell set to report Q1 earnings May 28. The piece notes the endorsement accelerated a rally driven by fundamentals rather than being the sole catalyst.

via moneywise.com|
#ai-infrastructure#analyst-targets#business
Billionaire-Backed Data Center Wins Out Over Local Vote in Saline Township
technology15 days ago

Billionaire-Backed Data Center Wins Out Over Local Vote in Saline Township

Saline Township residents initially rejected a 575-acre, 21-million-square-foot data center proposed by Related Digital, a Steven Roth–backed developer, but were forced to approve it after a lawsuit and potential bypass via the University of Michigan; the project—tied to OpenAI and Oracle under the Stargate AI initiative—highlights how wealthy interests can override local votes in AI infrastructure expansion.

via Futurism|
#ai-infrastructure#billionaire-influence#data-center
Top Investor Flags Risks Behind CoreWeave's Growth
market-news15 days ago

Top Investor Flags Risks Behind CoreWeave's Growth

CoreWeave posted a strong Q1 2026 revenue surge (about $2.1 billion, up 32% sequential and 112% YoY) and a backlog near $99.4 billion, but an EPS miss (-$1.11 vs -$0.92 expected) pressured the stock, which fell ~11%. Top investor Geoffrey Seiler cautions that CoreWeave’s highly leveraged, cash-flow-light model makes it vulnerable to rising GPU costs and dependence on external financing, noting comparisons to cash-rich hyperscalers. The company raised its 2026 capex lower bound to $31 billion (high end $35B) and issued Q2 guidance of $2.45–$2.6 billion (below consensus), while Wall Street maintains a Moderate Buy view with a 12‑month target around $132.65 (about 16% upside).

via TipRanks|
#ai-infrastructure#coreweave#crwv
CoreWeave Nears $100B Backlog as Q1 2026 Revenue Rockets
technology17 days ago

CoreWeave Nears $100B Backlog as Q1 2026 Revenue Rockets

CoreWeave posted Q1 2026 revenue of $2.08B (versus $0.98B a year earlier) with a net loss of $740M and adjusted EBITDA of $1.16B, while reporting a record $99.4B revenue backlog and more than 1 GW of active power contracted to over 3.5 GW. The quarter featured major wins with Meta (a $21B commitment) and Anthropic, plus a $2B NVIDIA investment and an $8.5B DDTL facility, underscoring rapid AI-infrastructure scale and expanded offerings such as Dedicated Inference and ARENATM.

via Business Wire|
#ai-infrastructure#coreweave#nvidia-investment
Akamai surges on $1.8B AI infrastructure pact fueling cloud push
business18 days ago

Akamai surges on $1.8B AI infrastructure pact fueling cloud push

Akamai jumped about 20% after announcing a $1.8 billion, seven-year deal with a leading frontier-model AI provider to expand its cloud infrastructure, as first-quarter revenue rose 6% to over $1 billion and cloud services revenue climbed 40% to $95 million; the company also projected Q2 revenue of roughly $1.08–$1.10 billion and adjusted EPS of $1.45–$1.65, highlighting its push to support AI workloads with its distributed network.

via CNBC|
#ai-infrastructure#akamai#business
Nvidia backs IREN with up to $2.1B to build Nvidia-optimized AI data centers
technology18 days ago

Nvidia backs IREN with up to $2.1B to build Nvidia-optimized AI data centers

Nvidia will invest up to $2.1B in IREN via five-year warrants to buy up to 30 million IREN shares at $70, funding the build-out of up to 5 GW of Nvidia-optimized AI data-center infrastructure; IREN also has a $3.4B Nvidia AI cloud contract, and if all warrants are exercised, Nvidia’s total investment would reach $2.1B. IREN’s Q3 results were weaker than estimates.

via Sherwood News|
#ai-infrastructure#data-centers#iren
NVIDIA and IREN Unite to Scale AI Infrastructure Across 5 GW
technology18 days ago

NVIDIA and IREN Unite to Scale AI Infrastructure Across 5 GW

NVIDIA and IREN announced a strategic partnership to deploy up to 5 gigawatts of DSX-aligned AI infrastructure across IREN’s global data-center pipeline, including a flagship 2 GW Sweetwater campus in Texas; the deal also grants NVIDIA a five-year right to purchase up to 30 million shares of IREN, potentially investing up to $2.1 billion, with a plan to accelerate large-scale AI factories by integrating DSX architecture with IREN’s power, land, and operations.

via NVIDIA Newsroom|
#ai-infrastructure#data-centers#dsx
NVIDIA and Corning Forge U.S. AI Infrastructure Factories, Creating 3,000+ Jobs
business19 days ago

NVIDIA and Corning Forge U.S. AI Infrastructure Factories, Creating 3,000+ Jobs

NVIDIA and Corning announced a multiyear partnership to dramatically expand U.S.-based optical connectivity and fiber manufacturing for AI infrastructure, boosting capacity 10x and fiber output by over 50%, with three new plants in North Carolina and Texas and more than 3,000 new high‑paying American jobs to support NVIDIA‑accelerated data centers.

via NVIDIA Newsroom|
#ai-infrastructure#business#corning