AI INFRASTRUCTURE
NVIDIA and IREN Partner on 5GW AI Infrastructure Expansion
NVIDIA (NVDA) and IREN (IREN) announce a strategic alliance to deploy up to 5GW of AI infrastructure, including a $2.1B potential stock investment.
Core Scientific (CORZ) Reports $347M Q1 Loss Amid Mining Decline
Core Scientific posts $347M Q1 loss as Bitcoin mining revenue drops 55% YoY, with high-density colocation now its top revenue driver.
Core Scientific (CORZ) Reports Q1 2026 Revenue Surge Despite Net Loss
Core Scientific's Q1 2026 revenue grew 45% YoY to $115M amid AI data center expansion, but significant non-cash charges drove a $347M net loss.
NVIDIA Expands Spectrum-X With Open MRC Protocol for AI Scale
NVIDIA's Spectrum-X Ethernet integrates the new MRC protocol, optimizing AI network performance for hyperscale data centers like OpenAI and Microsoft.
NVIDIA and Corning Partner to Boost US AI Infrastructure Manufacturing
NVIDIA (NVDA) and Corning (GLW) team up to expand US optical manufacturing for AI infrastructure, creating 3,000+ jobs and advancing AI-driven data centers.
K Wave Media Redirects $485M from Bitcoin to AI Infrastructure
K Wave Media shifts $485M from Bitcoin treasury strategy to AI infrastructure projects, signaling a major pivot amid restructuring and debt reduction.
Riot's Q1 Revenue Hits $167M as Data Center Arm Offsets Mining Dip
Riot Platforms reported $167M in Q1 revenue, with $33M from its new data center arm, offsetting a Bitcoin mining revenue decline amid rising hash rates.
Core Scientific (CORZ) Plans 1.5GW AI Data Center in Texas
Core Scientific shifts focus to AI with a 1.5GW data center in Texas, repurposing Bitcoin mining infrastructure amid rising demand for HPC.
Core Scientific (CORZ) Sets Q1 2026 Earnings Call for May 6
Core Scientific will release Q1 2026 earnings on May 6, amid its pivot to AI infrastructure. Key details on webcast and investor context.
OpenAI's GPT-5.5 Powers Codex on NVIDIA Systems, Transforming Workflows
OpenAI's GPT-5.5, running on NVIDIA infrastructure, is revolutionizing workflows across industries with groundbreaking performance gains and enterprise adoption.
How Multi-Tenant GPU Clusters Optimize AI Workloads
Learn how multi-tenant GPU clusters combine efficiency and isolation for AI-native teams, solving capacity challenges without idle resources.
GitHub Pauses Copilot Signups as AI Agents Overwhelm Infrastructure
GitHub halts new Copilot Pro and Pro+ subscriptions, tightens usage limits, and removes Opus models from cheaper tiers as agentic AI workloads strain capacity.
NVIDIA Dynamo Gets Agentic AI Overhaul With 97% Cache Hit Rates
NVIDIA unveils major Dynamo updates targeting AI coding agents, achieving up to 97% KV cache hit rates and 4x latency improvements for enterprise deployments.
NVIDIA Claims 35x Cost Reduction in AI Token Generation With Blackwell
NVIDIA's Blackwell architecture delivers $0.12 per million tokens versus $4.20 on Hopper, reshaping AI infrastructure economics for enterprise deployments.
Eigen Labs Launches Project Darkbloom to Turn Idle Macs Into AI Compute Network
New research initiative from Eigen Labs aims to route AI inference through underused Apple Silicon machines, claiming 50% cost reduction versus major providers.