DigitalOcean Shares Rise 5% After Managed AI Agents Launch; Fastly Drops 4%
DigitalOcean shares gained 5% after a managed AI agents launch, while Fastly fell 4%, highlighting investor focus on cloud AI positioning.
Cloud Infrastructure
Latest News and Analysis in Cloud Infrastructure
Cloud Infrastructure
Microsoft AI Data Center Expansion Pressures Clean Energy Goals
Microsoft's AI data center buildout is reportedly colliding with its ambitious clean power commitments.
Anthropic Explores Fractile AI Inference Chips Amid Memory Crunch
Anthropic is reportedly in early talks to buy Fractile inference chips as AI memory costs and supply pressure intensify.
Google and Intel Expand Multi-Year AI Chip Partnership for Next-Gen Data Centers
Google has committed to deploying multiple generations of Intel Xeon CPUs with custom IPUs across its AI data centers in an expanded multi-year partnership.
Meta Soars 10% After Announcing $135 Billion AI Spending Plan for 2026
Meta stock surges after revealing plans to spend $115-135B on AI infrastructure in 2026, nearly doubling 2025 investment amid strong revenue growth.
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