- News
TCS's $7.4B AI Campus Signals a Global Infrastructure Shift
Tata Consultancy Services' HyperVault unit is building a 1 GW AI campus in India, joining a trillion-dollar global race for AI compute.
- News
Nvidia Q2 Earnings: What They Tell Enterprise AI Teams
Nvidia reports Q2 FY2027 results with $91B revenue expected, doubling year-ago figures and revealing the true scale of enterprise AI infrastructure investment.
- News
Nvidia's $105B Guarantee for OpenAI's Ohio Data Center
Nvidia finalizes a $105B guarantee for OpenAI's 8GW Ohio data center at PORTS-Pike, the largest AI infrastructure commitment in history.
- News
Nvidia Eyes $250B Guarantee for OpenAI's 10GW Ohio Hub
Nvidia is in talks to backstop $250B in financing for OpenAI to lease a massive SoftBank-built AI data center in southern Ohio.
- News
Dell's AI Server Revenue Surged 757% in a Single Quarter
Dell Technologies reported $16.1 billion in AI server revenue for Q1 FY2027, up 757% year over year, with full-year guidance raised to $60 billion.
- News
Google and Intel Deepen AI Infrastructure Alliance
Google and Intel announce a multiyear AI infrastructure pact, co-developing custom IPUs and aligning Xeon CPUs across generations of Google Cloud.
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