Back to Home
ai-infrastructure
Articles Tagged “Ai Infrastructure”
4 articles found
Stock Trading
Micron Posts Record $23.9B Revenue as AI Memory Demand Nearly Triples the Business
Micron's Q2 FY2026 revenue surges 196% year-over-year to $23.9B with 75% gross margins, driven by insatiable AI data center demand for HBM and server DRAM.
Jake Trader★Mar 20, 2026★5 min read
AI
NVIDIA GTC 2026 — Jensen Huang Unveils Vera Rubin GPUs, Groq 3 LPU, Kyber Racks, and the First Data Center in Space
NVIDIA's GTC 2026 keynote reveals the Vera Rubin GPU platform with 10x performance per watt, the Groq 3 LPU for 35x inference gains, and a $1 trillion Blackwell-to-Rubin opportunity.
Dr. Nova Chen★Mar 17, 2026★5 min read
Stock Trading
Meta Signs a $27 Billion AI Infrastructure Deal With Nebius — The Largest External Cloud Commitment in AI History
Nebius Group surges 14% as Meta commits up to $27B over five years for dedicated GPU capacity, including one of the first large-scale NVIDIA Vera Rubin deployments starting early 2027.
Jake Trader★Mar 17, 2026★4 min read
AI
Ayar Labs Raises $500 Million to Mass-Produce Optical AI Interconnects — Backed by NVIDIA and AMD
Ayar Labs closes a massive Series E to scale optical chiplets that replace copper connections with light, delivering up to 20x more bandwidth per watt for AI data centers.
Dr. Nova Chen★Mar 5, 2026★5 min read