Naver Shuts Down VIBE and Naver TV to Focus on AI and Commerce
Naver Corporation announced that it will discontinue its music‑streaming service VIBE on December 31, 2026, and will s...
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Micron Technology Remains Central to AI Memory Demand, Carillon Eagle Fund Highlights Cyclical Risks
In a Q3 2026 portfolio letter, the Carillon Eagle Small Cap Growth Fund turned a spotlight on Micron Technology Inc. (NA...
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Stripe Acquires AI Router OpenRouter for Over $7 Billion, Expanding Payments into Model Marketplace
Stripe announced on August 19, 2026 that it has agreed to acquire OpenRouter, a platform that routes requests to large l...
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SuperX Expands AI Server Delivery in Japan with Four-Year-Long Order Series
SuperX AI Technology Limited announced on 19 August 2026 that its Japan Global Supply Center has secured a fourth round ...
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PNY to Showcase AI Infrastructure and Digital Twin Technology at LEAP 2026 in Riyadh
When Riyadh hosts the 2026 edition of LEAP, the Middle East’s premier technology conference, PNY Technologies is poise...
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Nvidia Partners with Wall Street to Mobilize $500 B for AI Infrastructure
Nvidia announced on Monday that it has signed memoranda of understanding with six major financial institutions—Blackst...
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NABTU, BlackRock and AI Infrastructure Partnership Forge MOU to Expand U.S. Skilled Workforce
On August 10 2026, North America’s Building Trades Unions (NABTU), investment firm BlackRock and the AI Infrastructure...
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Volta Infra Secures $10 B Compute Deal with Anthropic, Targets Gigawatt AI Capacity by 2030
Volta Infra Holdings Ltd. has just inked a six‑year, $10 billion partnership with AI‑model developer Anthropic, a de...
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Berkshire Hathaway Bets $10 Billion on Alphabet as AI Infrastructure Spending Reaches $1 Trillion in 2026
On June 1, 2026, Warren Buffett’s Berkshire Hathaway deepened its stake in Alphabet Inc. by buying an additional $10 b...
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KOSPI Plunges 40% as Memory Trade Reverses; SK Hynix Survives with Strong Q2 Results
The Korea Composite Stock Price Index (KOSPI) fell about 40 % from its June peak, triggering a series of circuit‑break...
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Blackstone Reports 26% Rise in Q2 Distributable Earnings, Citing AI-Related Investments
Blackstone Inc. announced Thursday that its second‑quarter distributable earnings climbed to $2 billion, or $1.52 per ...
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Astera Labs Eyes Strong 2026 Growth as PCIe 6 Adoption Accelerates
Astera Labs is betting on a 2026 boom as PCIe 6 adoption surges. The fabless semiconductor firm, which designs connectiv...
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White House to Convene Utilities and AI Giants in New Ratepayer Protection Initiative
The White House announced plans to host a meeting that will bring together electric utilities, data‑center developers ...
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Noah Holdings Unveils H2 2026 CIO Report, Highlights AI Infrastructure as Key Asset Class
On July 6, 2026, Noah Holdings Limited released its H2 2026 CIO Report, the firm’s fifth consecutive semi‑annual edi...
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SoftBank Sets Ambitious AI Expansion Plan, Targets $64.6 B OpenAI Investment and Global Data Centers
SoftBank Group Corp. unveiled a sweeping AI strategy at its annual shareholders’ meeting in Tokyo on June 24, position...
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Keel Infrastructure Surges After $458 Million Convertible Note Deal and AI-Infrastructure Pivot
Keel Infrastructure Corp. (NASDAQ: KEEL, TSX: KEEL), formerly known as Bitfarms Ltd., climbed to the top of the Toronto ...
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Super Micro Computer Faces Margin Pressure Amid AI Server Boom, Wolfe Research Issues Neutral Rating
On June 11, Wolfe Research opened a new chapter on Super Micro Computer, Inc. (NASDAQ: SMCI) with a “Peer Perform” r...
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NVIDIA Expands AI Infrastructure Footprint with New Bond Sale, Ohio Campus Deal, and Kazakhstan Project
When a company that once merely made graphics cards announces a $25 billion bond sale, it signals a new era for AI infra...
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Amazon Raises Record C$14 Billion in Canadian Dollar Corporate Bond Sale
Amazon.com Inc. has pulled off the largest corporate bond offering ever issued in Canadian dollars, tapping C$14 billion...
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Google to Pay SpaceX $920 Million a Month for Compute Power Through 2029
In a deal that could reshape the AI hardware race, Google will pay Elon Musk’s SpaceX $920 million each month for acce...
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