#ai-infrastructure
Every article tagged ai-infrastructure, ranked by recency.

AI Infrastructure and Market Risks Explored in Dubai Sessions
In a series of sessions at the University of Europe, STARTRADER's Peter Karsten discussed AI's potential impacts on business and market valuations amid ongoing investment debates.

NEAR Protocol Surges 28% Amid Key Upgrades in AI and Privacy
NEAR Protocol's token has surged 28% following significant upgrades focused on privacy, AI, and scalability, reflecting a broader trend in altcoin market dynamics.
Microsoft’s AI Chip Talks with Anthropic Highlight Competitive Landscape
Microsoft's negotiations to supply AI chips to Anthropic signal a strategic move to enhance its position in the AI infrastructure sector, amidst rising competition from Amazon and

SpaceX IPO Filing Reveals $1.29B Bitcoin Holdings and AI Compute Plans
SpaceX's recent IPO filing unveils its $1.29 billion Bitcoin holdings while outlining ambitious AI compute strategies. This marks a significant intersection of traditional finance

Celestica’s AI Infrastructure Gains Momentum with Strong Q1 Growth
Celestica Inc. reports a remarkable 53% year-over-year revenue growth in Q1, positioning itself strongly within the AI infrastructure market, as noted by Goldman Sachs.

18 Startups Join Forces to Modernize NYC Transit with AI Solutions
The Transit Tech Lab has launched an 18-company initiative to modernize New York City's transit system using AI and sensor technology, targeting improved reliability and reduced de

Broadcom’s AI Revenue Surge Positions It as a Top Infrastructure Bet
Broadcom's impressive fiscal Q1 results and ambitious AI revenue forecasts solidify its place on Goldman Sachs' Conviction List, showcasing the company's pivotal role in AI infrast

Versa Implements Zero Trust Architecture for AI Agents
Versa's innovative zero trust architecture for AI execution addresses critical security challenges as enterprises adopt agentic AI systems, ensuring accountability and control.

NVIDIA Reports $81.6B Revenue Amidst AI Infrastructure Surge
NVIDIA's strong Q1 performance, with $81.6 billion in revenue, underscores its pivotal position in the AI infrastructure landscape as global demand grows.

Lumentum vs Coherent: The AI Infrastructure Investment Landscape
A recent analysis positions Lumentum Holdings as a superior investment in AI infrastructure compared to Coherent Corp., driven by strategic shifts and growth metrics.