AI infrastructure

Amazon Q4 Results Show Agentic Shopping Push Beyond AI Spending
Amazon Q4 Results Show Agentic Shopping Push Beyond AI Spending
February 05, 2026  |  Amazon

Amazon’s Q4 earnings call on Thursday (Feb. 5) produced the number everyone repeated: CEO Andy Jassy said Amazon expects to invest about $200 billion in...

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Alphabet Bets $185B on Gemini, Agentic Commerce and Enterprise AI
Alphabet Bets $185B on Gemini, Agentic Commerce and Enterprise AI
February 04, 2026  |  Google

When Alphabet outlined plans on its fourth quarter earnings call Wednesday (Feb. 4) to invest between $175 billion and $185 billion in capital expenditures during...

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AI Infrastructure Builder Cerebras Valued at $23 Billion in Latest Funding Round
AI Infrastructure Builder Cerebras Valued at $23 Billion in Latest Funding Round
February 04, 2026  |  artificial intelligence

Artificial intelligence (AI) infrastructure builder Cerebras announced a funding round Tuesday (Feb. 3) that nearly tripled its valuation from four months earlier. Get the Full...

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India Proposes 20-Year Tax Holiday for Cloud Companies
India Proposes 20-Year Tax Holiday for Cloud Companies
February 01, 2026  |  artificial intelligence

India is reportedly offering foreign cloud companies a 20-year tax amnesty for building data centers there. Get the Full Story Complete the form to unlock...

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Caterpillar Reports Growth From Data Center Demand
Caterpillar Reports Growth From Data Center Demand
January 29, 2026  |  Earnings

Caterpillar is reshaping how customers use its equipment as demand shifts toward data centers, autonomous operations and energy reliability. On its latest earnings call, held...

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Samsung Leans on AI Memory Boom to Drive Revenue
Samsung Leans on AI Memory Boom to Drive Revenue
January 29, 2026  |  Earnings

Samsung reported on Thursday (Jan. 29) its strongest quarter ever in the fourth quarter of 2025, as demand for artificial intelligence (AI) related semiconductors and memory...

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Zuckerberg Shrugs Off Wall Street Fears and Pledges Up to $135B for AI
Zuckerberg Shrugs Off Wall Street Fears and Pledges Up to $135B for AI
January 28, 2026  |  Meta

Just hours before its after-the-bell Q4 earnings call Wednesday (Jan. 28), it was common to see a headline calling for Meta to defend and maybe...

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Nvidia Invests $2 Billion in CoreWeave Amid Data Center Project
Nvidia Invests $2 Billion in CoreWeave Amid Data Center Project
January 26, 2026  |  artificial intelligence

Artificial intelligence (AI) hyperscaler CoreWeave has announced an expanded partnership with tech giant Nvidia. Get the Full Story Complete the form to unlock this article...

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More Data Isn’t Always Better for AI Decisions
More Data Isn’t Always Better for AI Decisions
January 26, 2026  |  artificial intelligence

For decades, the prevailing view in artificial intelligence (AI) and analytics has been “more data is better.” Larger datasets are often associated with improved model...

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