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House passes bill to ease permits for building out AI infrastructure
House passes bill to ease permits for building out AI infrastructure

The SPEED Act now heads to the Senate, which is in the early stages of its own permitting reform talks. Read more

Cnbc - Dec 18
CNBC Daily Open: AI infrastructure stocks are taking a beating
CNBC Daily Open: AI infrastructure stocks are taking a beating

The ready availability of clients means companies that provide the compute just need to make sure their finances are in order. Read more

Cnbc - Dec 16
Intellistake Strengthens AI Infrastructure Platform With Entry Into Space-Based Data Centers
Intellistake Strengthens AI Infrastructure Platform With Entry Into Space-Based Data Centers

Key Highlights:Intellistake to invest an initial US$500,000 for a 1% equity interest in Orbit AI, with options to increase its stake alongside future funding rounds.The partnership is designed to position Intellistake as one of the first group of public-market infrastructure players in space-base... Read more

Benzinga - Dec 02
Intellistake Appoints Singularity Compute CEO Joe Honan to Its Advisory Board to Strengthen Vision Across Global AI Infrastructure
Intellistake Appoints Singularity Compute CEO Joe Honan to Its Advisory Board to Strengthen Vision Across Global AI Infrastructure

Key Highlights:Strategic advisory appointment: Joe Honan, CEO of Singularity Compute GmbH, joins Intellistake's Advisory Board.Global technology leader: Over 30 years of experience scaling enterprises across AI, cloud, and compute innovation.Compute infrastructure expertise: Leads Singularity Com... Read more

Benzinga - Nov 25
Move Over Nvidia: These ETFs See Amazon As The Next AI Infrastructure Star
Move Over Nvidia: These ETFs See Amazon As The Next AI Infrastructure Star

The latest stock rally in Amazon.com Inc (NASDAQ:AMZN) is doing more than rewarding shareholders, it is redrawing the ETF map for AI exposure. After Amazon hit a new all-time high on Monday, on news of a $38 billion, multi-year partnership between AWS and OpenAI, investors are realizing the bigge... Read more

Benzinga - Nov 03
AWS to build out new AI infrastructure for OpenAI in $38B deal
AWS to build out new AI infrastructure for OpenAI in $38B deal

CNBC's MacKenzie Sigalos reports on news regarding Amazon. Read more

Cnbc - Nov 03
Applied Digital CEO on $5 billion AI infrastructure lease with U.S.-based hyperscaler
Applied Digital CEO on $5 billion AI infrastructure lease with U.S.-based hyperscaler

Applied Digital CEO Wes Cummins joins CNBC's ‘Squawk on the Street’ to discuss the company’s $5 billion AI infrastructure lease with a U.S.-based hyperscaler, what this deal means for the company, and more. Read more

Cnbc - Oct 22
Nvidia Slides As Rival Races With OpenAI Infrastructure Deal
Nvidia Slides As Rival Races With OpenAI Infrastructure Deal

Nvidia slips on Monday after Advanced Micro Devices announces that it has entered into a deal with AI leader OpenAI. Read more

Yahoo! News - Oct 06
Scaling of AI infrastructure will lead to more AI applications and productivity: Brookfield
Scaling of AI infrastructure will lead to more AI applications and productivity: Brookfield

Stewart Upson from Bookfield says AI is now an infrastructure story and that given the sheer amount of of data centers and power stations that are needed to power AI, it's almost impossible to over build on an aggregate, global scale. Read more

Cnbc - Oct 03
Jim Cramer talks the strength of AI infrastructure plays
Jim Cramer talks the strength of AI infrastructure plays

'Mad Money' host Jim Cramer talks the state of the AI trade as some Wall Street watchers worry about an AI bubble. Read more

Cnbc - Sep 30