CoreWeave's IPO: What you need to know
CoreWeave filed to go public and it's unclear whether the company's debut on the stock market will be a signal of an AI infrastructure top or just a milepost on a multi-year buildout.
Softbank buys Ampere for $6.5 billion, says complements Arm, AI infrastructure push
Softbank said it will acquire chipmaker Ampere Computing in a $6.5 billion all-cash deal. Oracle and Carlyle, Ampere's primary investors, have agreed to sell their stakes.
Nvidia GTC 2025: Six lingering questions
Nvidia's GTC conference kicked off with a long keynote from CEO Jensen Huang, a roadmap extending in 2028 and an integrated AI stack that's hard for rivals to match.
Oracle Cloud adds Nvidia AI Enterprise, Nvidia Blackwell GB200 NVL72
Oracle and Nvidia expanded their partnership in a move that will bring Nvidia AI Enterprise, Nvidia Blackwell GB200 NVL72 and agentic AI blueprints to Oracle Cloud Infrastructure.