Two stocks deliver tangible infrastructure rather than vaporware: a power-rich builder that just landed a $9.7 billion ...

Amazon.com Inc.’s cloud unit has signed a $38 billion deal to supply a slice of OpenAI’s bottomless demand for computing power. Amazon shares jumped.

The deal will give Microsoft access to compute infrastructure built with Nvidia's GB300 GPUs, which will be deployed over ...

OpenAI is already an important customer for Nvidia. META AND COREWEAVE CoreWeave has signed a $14 billion agreement with Meta ...

Microsoft has signed a $9.7bn deal with Iren to access the latter's GPUs. Spanning five years, the agreement will give ...

The stock is up by over 230% since its IPO. CoreWeave has had to spend heavily and take on huge debts to meet the massive demand for its product. The company built its success on a cloud ...

Amazon announced a multi-year $38 billion deal with OpenAI that would allow the ChatGPT developer to access hundreds of thousands of Nvidia's AI chips through its cloud computing infrastructure.

Before we get to today’s column, OpenAI is continuing its trend of diversifying its cloud compute providers away from Microsoft. Monday morning, the ChatGPT maker announced that it has signed a ...