Anthropic has agreed to pay SpaceX up to $84.5 billion through 2029 for Nvidia-based computing capacity, nearly double the ...

In German trading, the stock was quoted at EUR 131.46 on Tuesday, easing 0.3%, still 32% below its 52-week high of EUR 194.46 ...

TD Cowen initiated coverage of SpaceX (NASDAQ: SPCX) with a Buy rating and a $200 price target, pointing to artificial ...

General Compute is buying a large Cerebras chip fleet to build a hybrid Nvidia-Cerebras inference stack, with capacity ...

Nebius Group remains a strong buy, driven by a transformative partnership with Palantir that expands enterprise reach and ...

TD Cowen assigned a buy rating and a $200 PT on SpaceX stock. It called computing leases the company's "biggest near-term driver" of revenue. Deutsche says the five signed customers are worth $54.5B ...

Now the investment map moves. The AI trade rests on one specific scarcity: compute. Whoever buys the most GPUs wins, and the ...

Google turns 28 on7. We asked Gemini how it feels looking back at the company's journey from a Stanford research project to ...

The center of gravity in AI semiconductor competition is shifting from chip compute performance to data transfer speed, propelling co-packaged ...

AX is the kubectl-shaped interface. Agent Substrate is the infrastructure play. Together, they mark the opinionated-default ...

Google AlloyDB lets AI agents query fresh production data through isolated, read-only compute that scales independently and ...