Topic Archive

#AI infrastructure

CoreWeave shares drop nearly 9% after data center delay forces revenue forecast cut

Nvidia-backed AI cloud firm CoreWeave saw its shares tumble after announcing a delay in a key data center project, prompting a downward revision of its 2025 revenue forecast despite strong demand for its services.

95News•11/11/2025

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Nebius signs $3 billion AI infrastructure deal with Meta, reports 355% revenue surge

Amsterdam-based AI cloud firm Nebius has secured a $3 billion contract with Meta Platforms to deliver large-scale AI infrastructure over five years, while posting a 355% year-over-year revenue increase in Q3 2025.

95News•11/11/2025

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SoftBank sells $5.8 billion Nvidia stake, fueling concerns over AI market bubble

SoftBank Group has sold its entire $5.8 billion stake in Nvidia to fund massive AI investments, sparking fears that the artificial intelligence sector may be overheating amid trillion-dollar spending projections.

95News•11/11/2025

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OpenAI’s Sam Altman Urges U.S. to Expand Chips Act Tax Credit to Accelerate AI Growth

OpenAI CEO Sam Altman has urged the U.S. to expand the Chips Act tax credit to cover AI servers, data centers, and grid infrastructure, arguing it’s essential for maintaining America’s leadership in artificial intelligence.

95News•11/8/2025

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OpenAI Clarifies: Loan Guarantees Sought for Chip Plants, Not Data Centers, Says CEO Sam Altman

OpenAI CEO Sam Altman stated that the company has discussed federal loan guarantees for U.S. chip plants, not for its data centers. The move supports domestic semiconductor production amid rising AI infrastructure demands.

95News•11/7/2025

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Deutsche Telekom and Nvidia Launch $1.2 Billion AI Cloud Platform for Industrial Clients

Deutsche Telekom and Nvidia are launching a €1 billion ($1.2 billion) AI cloud platform in Munich to serve industrial, public service, and defense clients, powered by 10,000 Nvidia Blackwell GPUs and SAP software.

95News•11/4/2025

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Verizon and AWS Launch Fiber Network to Accelerate AI at Scale

Verizon and Amazon Web Services (AWS) have expanded their partnership with a new high-capacity fiber network to support the next generation of AI applications.

95News•11/4/2025

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Saudi Arabia Bets Big on AI: $100 Billion Strategy Aims to Make Kingdom a Global Tech Powerhouse

Saudi Arabia is rapidly positioning itself as a global AI powerhouse through a series of bold investments, strategic partnerships, and infrastructure projects. This transformation is central to Crown Prince Mohammed bin Salman’s Vision 2030, which aims to diversify the Kingdom’s economy and establish it as a hub for innovation and technology.

95News•11/4/2025

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Microsoft Signs $9.7B AI Cloud Deal with Australia’s IREN to Expand GPU Capacity

Microsoft has entered a $9.7 billion agreement with IREN, an Australian data center firm, to access NVIDIA-powered AI cloud infrastructure. The five-year deal includes phased deployment of GPUs at IREN’s Texas campus and supports Microsoft’s growing demand for AI compute without building new data centers.

95News•11/4/2025

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OpenAI and Amazon Seal $38B Cloud Deal in Strategic Shift from Microsoft

OpenAI has entered a $38 billion agreement with Amazon Web Services to access massive AI computing power, including hundreds of thousands of NVIDIA GPUs. The deal marks OpenAI’s first major partnership with AWS and a significant move away from its previous exclusive reliance on Microsoft Azure.

95News•11/4/2025

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Microsoft’s $15.2B UAE Deal Positions Gulf State as U.S. AI Diplomacy Testbed

Microsoft will invest $15.2 billion in the UAE by 2029, deploying advanced NVIDIA GPUs and expanding AI infrastructure through a partnership with G42. The deal, backed by U.S. export licenses, positions the UAE as a regional anchor for American AI influence and a test case for balancing innovation with national security.

95News•11/4/2025

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Lambda, Microsoft Sign Multibillion-Dollar Deal to Build AI Infrastructure with NVIDIA GPUs

AI cloud startup Lambda has entered a multibillion-dollar partnership with Microsoft to deliver mission-critical AI infrastructure powered by tens of thousands of NVIDIA GPUs. The multi-year agreement will expand access to accelerated computing resources and support the growing demand for AI model training and deployment.

95News•11/4/2025