Nvidia's Jensen Huang says skilled trades, not chips, are the real AI bottleneck. Quanta Services' record 48.5 billion dollar backlog suggests he may be right.
Frank Carr3 min read
Meta shares surged nearly 9% on reports it may sell cloud computing and AI model access, rattling CoreWeave and Nebius while reviving Zuckerberg's compute comments from May.
Connor Simmons3 min read
Meta is building its first Canadian data center, a $9.18 billion facility in Alberta, as part of a massive AI infrastructure push that's rattling investors and Wall Street alike.
Sarah Ross3 min read
Meta plans to sell AI computing power to outside businesses, a move that lifted its stock but sent CoreWeave shares tumbling 14 percent in a single trading day.
Chris Wood3 min read
Meta's stock jumped after reports it plans to launch a cloud business, turning its AI infrastructure into a new revenue stream. Here's what the numbers say.
Connor Simmons1 min read
