Topic

AI Infrastructure

Topic

AI Infrastructure

  1. AI Servers Now Drive 54% of Foxconn's Revenue — and It Expects 60%+

  2. AMD launches 256-core EPYC 9006 CPUs to fight Intel and Nvidia

  3. AI Spending May Hit $3T–$4T While Compute Stays Sold Out

  4. CoreWeave’s record Q3 underpins the analyst’s largest holding

  5. Naver Lands $1.5 Billion AI Computing Deal With US Inference Firm

  6. Howard Marks: AI Is the Least Predictable Trade of a Generation

  7. Forrester: AI bubble fears premature, but math is getting harder

  8. Anthropic CEO Dario Amodei Says AI Could Cure Cancer Within a Decade

  9. NAVER's Operating Profit Falls 20.9% as AI Spending Bites

  10. Anthropic IPO Buyers Face a $900 Billion Compute Bill, Cramer Warns

  11. Fed's Bowman: AI Now Drives About a Quarter of US Excess Inflation

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