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Hisense Plans Alexa+ Control for Select Air Conditioners in Com...More Than $45 Million in Data-Center Ads Pushes AI Infrastructu...Artificial Analysis Clarifies Astra’s 67-Point Coding Score Is...Together AI Secures 250 MW in Saudi Arabia as U.S. Data-Center...SpaceX Builds a Texas Foundry to Cut AI Data-Center Turbine Del...Anthropic’s Claude Built a 13-Million-Line Fermat Proof, Leavin...Hisense Plans Alexa+ Control for Select Air Conditioners in Com...More Than $45 Million in Data-Center Ads Pushes AI Infrastructu...Artificial Analysis Clarifies Astra’s 67-Point Coding Score Is...Together AI Secures 250 MW in Saudi Arabia as U.S. Data-Center...SpaceX Builds a Texas Foundry to Cut AI Data-Center Turbine Del...Anthropic’s Claude Built a 13-Million-Line Fermat Proof, Leavin...

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Showing 1-18 of 28Results matching "data centers"

Earlier this week

6 stories
EarningsBusiness

Broadcom Forecasts $21.7B in Quarterly AI Chip Sales After a 221% Surge

The earnings show custom AI accelerators and networking becoming a much larger part of Broadcom’s business. The immediate test is whether the company can convert its $21.7 billion fourth-quarter AI semiconductor forecast into delivered sales while maintaining its margin target. Accelerators are chips designed for AI computing, while networking connects computing equipment in a data center.

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AcquisitionBusiness

Imagenet Buys Analytica to Add Data Engineering and AI to Payer Operations

The purchase puts data engineering, governance and analytics beside Imagenet’s payer-administration workflows. The stated goal is to turn the resulting operational data into more useful intelligence without replacing clients’ core technology. Imagenet is positioning itself to do more with the operational data it handles for health-insurance payers, after it acquired Analytica Consulting.

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PartnershipBusiness

Nvidia Puts $3.5B Into MediaTek to Keep Custom AI Chips in Its Data-Center Stack

MediaTek’s planned accelerators are meant to run beside Nvidia hardware, giving Nvidia’s interconnect and rack architecture a role as customers pursue their own silicon. Nvidia is putting $3.5 billion into MediaTek through convertible bonds, but the deal’s central promise is technical: MediaTek will use NVLink Fusion to build custom AI accelerators for Nvidia-based data-center systems.

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Last week

12 stories
FundingBusiness

Nvidia Reportedly Suspends Parts of AI Cloud Plan Less Than Two Months After Launch

The proposed program paired capital for Nvidia hardware with a claim on cloud revenue, putting new attention on how far a chip supplier can reach into its customers’ businesses. AI cloud providers seeking capital for Nvidia -heavy data centers now face uncertainty over one proposed route to funding. A program in limbo The precise reason for the reported suspension remains unclear.

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FundingBusiness

Andreessen Horowitz Raises $1.1B for AI’s Physical Infrastructure, From Chips to Robotics

The first hardware-specific vehicle in the firm’s portfolio turns an existing AI investment program into a dedicated mandate spanning compute, power, facilities and physical machines. Andreessen Horowitz has raised a $1.1 billion Machine Age Fund for the physical systems behind AI. The fund is built around a practical constraint on AI capacity: compute requires more than processors.

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LawsuitBusiness

Sony and Warner Sue Anthropic Founders Over Claude Data, Seeking Up to $150,000 Per Work

The publishers’ case reaches beyond Claude’s alleged lyric outputs to the route by which copyrighted material entered Anthropic’s systems—and seeks records that could tie those decisions to its co-founders. The complaint seeks up to $150,000 for each work allegedly infringed willfully, placing Anthropic ’s data pipeline—and the founders’ alleged involvement —at the center of the dispute.

3 min readRead story
Enterprise adoptionBusiness

Intuit Says 75% of Enterprise Suite Customers Use AI Agents Each Month

The adoption marker arrives as Intuit pushes its agents into bookkeeping and financial workflows, alongside broader business growth and a customer-acquisition drive. Intuit introduced Intuit Intelligence to put AI agents across business financial tasks. From recording transactions to initiating work Intuit Intelligence combines customer data, Intuit’s financial expertise and advanced models, according to Goodarzi.

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PartnershipBusiness

Morningstar Brings PitchBook to Gemini Enterprise With Attributed Research

The partnership puts financial-data provenance at the center of Gemini workflows, but access is limited to eligible subscribers and the promised research gains remain a company-stated outcome. Morningstar is connecting PitchBook to Google Cloud ’s Gemini Enterprise for Financial Services. PitchBook contributes intelligence on companies, investors, funds, transactions and private-market activity.

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BenchmarkBusiness

Amazon Puts $25B Standalone Marker on Chip Business While Remaining a Top Nvidia Customer

Jassy’s hypothetical revenue benchmark does not describe a separately reported company, but it gives Amazon’s internal chip effort a new measure of scale as it both buys from and competes with Nvidia. Amazon CEO Andy Jassy has put a new number on the company’s semiconductor ambitions: its chip operation would generate more than $25 billion in annual revenue if it stood alone.

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EarningsBusiness

Cramer: Nvidia Results May Move an AI Trade Facing Memory and China Risks

Jim Cramer remains bullish on Nvidia, but says investors will use its report to assess whether supply constraints, data-center buildouts and competitive pressure can curb the wider AI spending cycle. Nvidia is scheduled to report earnings after Wednesday’s market close, and Jim Cramer says investors will look beyond the headline numbers. The stakes are heightened by where the shares stood entering the report.

3 min readRead story
FundingBusiness

Nvidia Offers Up to $105B for Ohio AI Campus, Pushing Further Into Customer Finance

The support package and a separate $500 billion capital target put Nvidia closer to the projects that buy and run its systems. The open question is whether that added financing exposure improves the AI buildout without weakening investors’ view of its earnings. Nvidia has agreed to provide up to $105 billion in credit support and residual-value guarantees for an 8-gigawatt AI campus in Pike County, Ohio.

3 min readRead story
EarningsBusiness

Salesforce Reports $3.4B AI-and-Data ARR as ServiceNow Tops $1B AI ACV

The companies are pursuing overlapping enterprise AI ambitions from different starting points: Salesforce is attaching agents to its CRM and data stack, while ServiceNow is selling governance across workflows, agents and models. Enterprise AI spending is increasingly a fight over the software that connects models to company data and daily work. Salesforce is positioning Agentforce as an agentic CRM platform.

3 min readRead story
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