The threat of potential litigation In making this look a bit like a terms of service agreement, Cloudflare’s goal is explicitly to put legal pressure on Google to change its policy of bundling traditional search crawlers and AI Overviews. “Make no mistake, the legal team at Google is looking at this saying, ‘Huh, that’s now something that we have to …
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Google is making a $15 billion investment to set up a 1-gigawatt data center and AI hub in India, even as the Indian government pushes for reduced reliance on U.S. tech giants. On Tuesday, Google said it would build the data center in the southern state of Andhra Pradesh, in the port city of Visakhapatnam. The investment will take place …
Read More »Brookfield and Bloom Energy Announce $5 Billion Strategic AI Infrastructure Partnership Business Wire Bloom Energy soars more than 20% on deal with Brookfield to put fuel cells in AI data centers CNBC Bloom Energy Stock Surges 20%. What’s Driving the Rise. Barron’s There’s Still Life in the AI Trade. Today’s Pop in Bloom Energy Stock Is the Latest Example. Investopedia Bloom Energy Shares Soar …
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Oracle co-founder, CTO and Executive Chairman Larry Ellison speaks during a news conference with U.S. President Donald Trump in the Roosevelt Room of the White House on January 21, 2025 in Washington, DC. Andrew Harnik/Getty Images It’s been a big year for AI infrastructure deals. In just the last month, OpenAI, Oracle, Nvidia, AMD and others have announced epic transactions …
Read More »When Sriram Krishnan, a senior White House policy advisor on artificial intelligence, appeared onstage at an event in Washington last month, he listed the Trump administration’s priorities for advancing the AI revolution. At the top of the list? More construction. “Let’s make sure we build our infrastructure,” Krishnan said. “‘Build, baby, build’ is what we tell people.” That rallying cry …
Read More »OpenAI’s Altman seeks funds for infrastructure expansion on Asia, Middle East tour, WSJ reports Reuters OpenAI’s Hunger for Computing Power Has Sam Altman Dashing Around the Globe The Wall Street Journal Samsung and SK join OpenAI’s Stargate initiative to advance global AI infrastructure OpenAI Samsung, SK Hynix Ink Deal to Supply Gear to OpenAI’s Stargate Bloomberg.com What Impinj (PI)’s AI-Driven Semiconductor Demand Boost Means …
Read More »CHICAGO (AP) — President Donald Trump’s administration will withhold $2.1 billion for Chicago infrastructure projects, the White House budget director said Friday, expanding funding fights that have targeted Democratic areas during the government shutdown. The administration is pausing a planned extension of the Red Line L train to “ensure funding is not flowing via race-based contracting,” budget director Russ Vought …
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Russ Vought, Director of the US Office of Management and Budget (OMB), speaks at the National Conservative Convention in Washington D.C., Sept. 3, 2025. Dominic Gwinn | Afp | Getty Images The Trump administration has put on hold $2.1 billion in Chicago infrastructure projects, primarily two efforts to improve the city’s transit system, Office of Management and Budget Director Russell …
Read More »Fermi Stock Falls After Strong Debut. AI Infrastructure Is Still Red Hot. Barron’s Rick Perry’s Fermi cashes in on AI frenzy, valued at $15B in Nasdaq debut Yahoo Finance IPO Backed By Former Texas Governor, Energy Secretary Mints Three Billionaires Forbes Fermi IPO Is a Risky Bet on AI Power. The Stock Soared 55% in Its Debut. Barron’s Rick Perry-backed Fermi REIT raises $682 …
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Nvidia (NASDAQ:NVDA) is poised to capitalize on a surge in AI infrastructure spending over the next few years. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 55% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. That’s the rationale behind the latest price target hike from Citi’s Atif Malik, an …
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