The global buildout of AI infrastructure reached a new milestone today — Firebird, an emerging AI cloud, launched the CIS region’s largest AI factory in Armenia, establishing a new AI computing hub powered by NVIDIA acce…
When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works .
Every new generation of accelerated computing demands more from the infrastructure underneath it — more compute performance, higher rack density and more efficient, scalable power distribution. The bottleneck isn’t just …
As AI agents and trillion-parameter workloads become mainstream, the performance of AI infrastructure depends not only on compute, but on how compute, memory, storage, networking and software are designed together as a u…
OpenAI is procuring those inputs while deepening its financial dependence on the company it just benchmarked. On August 17, Nvidia agreed to provide up to $105 billion in financing for an OpenAI-leased data center campus…
As AI agents and trillion-parameter workloads become mainstream, the performance of AI infrastructure depends not only on compute, but on how compute, memory, storage, networking and software are designed together as a u…
Frontier AI labs have extraordinary demand for training and inference compute, but many are growing faster than their balance sheets and long-term credit profiles can support. They may have strong customer demand and rap…
For the second quarter of Nvidia’s FY2027, which ended on July 26, 2026, the company’s GAAP revenue hit a record $96.221 billion, up 18% quarter-over-quarter (QoQ) and 106% compared to the same quarter a year ago. Nvidia…
“We see Vera Rubin accounting for about 20% of data center revenue in Q3,” said Colette Kress, chief financial officer at Nvidia, during the company’s earnings conference call with financial analysts and investors. “Havi…
We announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to establish independent financing platforms designed to mobilize over $500 billion of third-party capital to support the bu…
