Ai Infrastructure is a topic tracked in our intelligence system with 5 linked articles.
Anthropic reportedly signs a $45 billion deal with Nscale to lease compute capacity.
Nvidia backs OpenAI data center, Anthropic revenue growth is highlighted, and Google acquires Spirit Airlines data, underscoring a trend toward monetizing data and expanding AI infrastructure deals.
Bitdeer’s stock fell 15% despite revenue growth as it pivots from bitcoin mining toward AI infrastructure.
Keel shutters all US bitcoin mining operations and pivots to AI infrastructure.
GlobalFoundries’ solid Q2 results and a $300 million Commerce Department letter of intent bolster the case for a U.S. photonics buildout, with SCALE-driven near- to mid-term expansion and long-term NPO/CPO ramps.
ISM PMI signals US manufacturing at a four-year high in July, driven by AI-related capex and a hiring rebound, with multiple quantitative indicators pointing to robust output, orders, and employment amid inflationary pressures and geopolitics.
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