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Showing 1-10 of 10Results matching "Bloomberg"

Today

2 stories

3 hours agoInfrastructure

Platform shift Infrastructure

Broadcom Forecasts $230 Billion in AI Chip Revenue for Fiscal 2028

The long-range target would put Broadcom on a far larger AI-chip trajectory. Its fourth-quarter guidance is the next concrete measure of whether that momentum continues.

2 min

11 hours agoInfrastructure

Government action Infrastructure

Nvidia’s Huang Urges G20 Countries to Build AI Infrastructure for Economic Growth

The Nvidia chief’s pitch puts domestic data centers at the center of national AI strategy. Nvidia’s Ohio project illustrates the physical requirements behind that argument: land, electricity and buildings alongside computing hardware.

2 min

Earlier this week

1 story

Aug 31, 2026Infrastructure

Launch Infrastructure

Build American AI Takes Multimillion-Dollar Data-Center Ads to Three Election States

The campaign brings organized political advertising to a facilities fight that has become a flashpoint in contests for Congress and state and local government.

2 min

Last week

1 story

Aug 24, 2026Infrastructure

Earnings Infrastructure

Nvidia Falls More Than 2.2% Before Earnings as Seven-Day Slide Extends

The coming results must answer a market already weighing semiconductor weakness, rising memory costs and questions around the AI infrastructure boom.

2 min

August 2026

6 stories

Aug 22, 2026Infrastructure

Pricing change Infrastructure

Nvidia AI Server Prices May Rise More Than 15% as Memory Costs Climb

The reported increase would reach systems based on Vera Rubin and Grace Blackwell. The key variable is not only which Nvidia generation a buyer selects, but how much memory is paired with it.

3 min

Aug 22, 2026Infrastructure

Enterprise adoption Infrastructure

Hudson River Trading Makes a Multibillion-Dollar Bet on CoreWeave Compute

The agreement gives a major quantitative trading firm earlier broad access to Nvidia’s Vera Rubin systems, while testing whether specialized AI cloud capacity can become a deeper financial-services business.

3 min

Aug 21, 2026Infrastructure

Infrastructure

TerraPower’s Data-Center Pitch Is a Heat Battery Attached to a Nuclear Reactor

The project is expected to break ground in 2027, but its customer is not public. The central question is whether stored reactor heat can respond to volatile computing demand without forcing the reactor itself to slow down.

3 min

Aug 21, 2026Infrastructure

Partnership Infrastructure

Google Expands Marvell’s Chip Role Alongside Broadcom

Google’s supplier expansion creates a competitive question for Broadcom, while three widely cited AI-financing figures describe an active deal, an analyst projection, and an unconfirmed proposal—not one pool of committed capital.

3 min

Aug 20, 2026Infrastructure

Regulation Infrastructure

AI Data Center Builders Offer Concessions as Local Backlash Hardens

Oracle, Microsoft and OpenAI are pairing outreach with promises on power, water and local benefits. The unresolved test is whether concessions can overcome opposition that is already delaying projects and reshaping state policy.

4 min

Aug 17, 2026Infrastructure

Funding Infrastructure

Nvidia’s AI Financing Push Turns Chip Value Into a Credit Question

A reported effort to bring outside capital into AI infrastructure could widen Nvidia’s market. It also makes data-center cash flows and the resale value of fast-aging hardware central underwriting risks.

5 min