#ai-infrastructure

#ai-infrastructure

CoreWeave reported quarterly revenue of $1.57 billion, slightly beating estimates, but posted an adjusted loss per share of $0.56, far exceeding the anticipated $0.49 per share deficit. Full-year 2025 revenue hit $5.1 billion, up 168% year-over-year, yet the emphasis on ramping up spending to fuel AI infrastructure growth sparked fears of overspending in a competitive landscape.

The site will eventually comprise five HPE Mod Pods, which are modular datacentre pods capable of delivering 1.5mW of datacentre capability, and will be powered by electricity generated from landfill gas at the site. The Derbyshire site will go live in the second half of 2026, according to Carbon3.ai chief strategy officer Sana Kharegani.

Our goal is to provide customer choice. Nvidia has been the market leader and AMD is the other big platform company. We see a lot of that happening now. People do not necessarily see Broadcom as a long-term partner.

AI companies are duking it out for greater and greater quantities of memory chips. The problem? The industry is heavily supply-constrained. Costs have skyrocketed, products have been tied up, and some companies - especially those in consumer electronics - are increasing prices. On the AI front, Google DeepMind CEO Demis Hassabis told CNBC that physical challenges were "constraining a lot of deployment."

SPDR S&P Semiconductor ETF (NYSEARCA:XSD) offers equal-weight exposure to the semiconductor sector, a structure that amplifies both opportunity and risk. The fund has gained 43.15% over the past year as AI infrastructure spending supercharged demand for chips across the supply chain. The equal-weight structure - which gives smaller names the same influence as giants - has both amplified those gains and introduced drag from legacy players like Intel that have not kept pace with the AI cycle.

The challenge is getting the water deep enough to generate steam. At least in the case of the Fervo trial, this involved technologies originally developed by the oil and gas industry to bore two parallel wells to a depth of 8,000 feet (2,438 meters). The rock was then fractured to allow water to pass between the two wells where it was heated to temperatures exceeding 190 degrees Celsius.

Western Digital (NASDAQ:WDC) shares have surged 65% year-to-date as the company transformed from an overlooked storage provider into an AI infrastructure powerhouse. The stock has grown significantly as investors recognized the company's pivot from consumer storage to AI infrastructure, reflecting a complete business reinvention driven by insatiable demand from hyperscale data centers. The catalyst? Western Digital announced its entire 2026 HDD production capacity is 100% sold out, signaling unprecedented demand from hyperscale AI data centers.

Snowflake Inc. ( NYSE:SNOW) provides the data cloud infrastructure that AI applications depend on, but its path to profitability remains uncertain. The company reported Q3 2026 revenue of $1.21 billion, beating estimates of $1.18 billion with 29% year-over-year growth. Product revenue reached $1.16 billion, while the company maintained a strong 125% net revenue retention rate. CEO Sridhar Ramaswamy highlighted that Snowflake Intelligence, the company's AI capabilities platform, achieved the fastest adoption rate of any product launch in company history.

Specifically, analysts pulled some numbers out of their... hat, and decided that Amazon would end up spending $150 billion on CapEx for 2026. Amazon then proclaimed that it was going to be a lot closer to $200 billion ("no worries, you only missed by the GDP of Croatia"), and the industry spent the next two business weeks just beating the absolute stuffing out of their stock for it. How badly? Shares fell 11% after hours, then kept falling for nine straight sessions - the longest losing streak since 2006 - erasing more than $450 billion in market value. That's more than the entire market cap of most companies that analysts are supposedly experts at evaluating.

Before the acquisition, Koyeb's platform already helped users deploy models from Mistral and others. In a blog post, Koyeb said its platform will continue operating. But its team and technology will now also help Mistral deploy models directly on clients' own hardware (on premises), optimize its use of GPUs, and help scale AI inference - the process of running a trained AI model to generate responses - according to a press release from Mistral.

Applied Materials ( NASDAQ:AMAT) surged after reporting Q1 revenue of $7.01 billion and beating earnings estimates. CEO Gary Dickerson said on the earnings call: "Applied Materials delivered strong results in our fiscal first quarter, fueled by the acceleration of industry investments in AI computing... we expect to grow our semiconductor equipment business over 20% this calendar year." The guidance signals sustained capital equipment spending as chipmakers race to expand AI infrastructure capacity.

Artificial intelligence (AI) is no longer a future-state conversation. It is here, embedded across enterprise systems, cloud platforms, security tooling, analytics engines and decision-making frameworks. The pace of adoption has been extraordinary, and so is the scale and intensity of the infrastructure required to power it. Against this backdrop, Microsoft's recent call for a "community-first" approach to AI infrastructure is both timely and necessary.

Power, rather than compute, is fast becoming the limiting factor in scaling AI data centers. That shift has prompted Peak XV Partners to back C2i Semiconductors, an Indian startup building plug-and-play, system-level power solutions designed to cut energy losses and improve the economics of large-scale AI infrastructure. C2i (which stands for control conversion and intelligence) has raised $15 million in a Series A round led by Peak XV Partners, with participation from Yali Deeptech and TDK Ventures, bringing the two-year-old startup's total funding to $19 million.

Blackstone and co-investors, including Teachers' Venture Growth, TVS Capital, 360 ONE Assets, and Nexus Venture Partners, have agreed to invest up to $600 million of primary equity in Neysa, giving Blackstone a majority stake, Blackstone and Neysa told TechCrunch. The Mumbai-headquartered startup also plans to raise an additional $600 million in debt financing as it expands GPU capacity, a sharp increase from the $50 million it had raised previously.

"I really do believe that we could have models that are a country of geniuses in the data center in one to two years," he added. "One question is: How many years after that do the trillions in revenue start rolling in? I don't think it's guaranteed that it's going to be immediate. It think it could be one year. It could be two years. I could even stretch it to five years, although I'm skeptical of that."

Alphabet's $175-185 billion CapEx guidance for 2026 sent shockwaves through the market. That's infrastructure spending is on a scale few companies can match, aimed squarely at AI buildout and cloud expansion. The stock fell 7% post-Q4 earnings on February 5th as investors digested what this means for near-term profitability. To fund the expansion, Alphabet issued $20 billion in multi-tranche bonds on February 10, including a rare 100-year sterling bond worth £1 billion. The bond sale itself knocked the stock down another 2.1%.

Bill Ackman's Pershing Square Capital made a significant portfolio shift, selling its entire stake in Chipotle Mexican Grill (NYSE:CMG) and taking a new position in Meta Platforms (NASDAQ:META | META Price Prediction), marking a rotation from consumer discretionary into AI infrastructure. The Trade That Turned Heads Ackman's firm exited Chipotle along with positions in Nike (NYSE:NKE) and Hilton (NYSE:HLT), while simultaneously investing in Meta Platforms, Amazon.com, and Hertz Global Holdings Inc. (NASDAQ:HTZ).

Elon Musk, Mark Zuckerberg, Jeff Bezos, Jensen Huang, and Michael Dell saw a combined $26 billion wiped off their net worths in one day, the Bloomberg Billionaires Index shows. Their fortunes shrank because their respective stakes in Tesla, Meta, Amazon, Nvidia, and Dell slid in value. The stock prices of those first four companies fell by around 2% on Thursday, as investors grew increasingly concerned about the immense costs of building out AI infrastructure and whether they'd see a return on their spending.