#cloud infrastructure — FinScans

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Sharon AI Targets 150,000 GPU Capacity Following New Rafay Systems Deal

September 23, 2026 (3 days ago)

Sharon AI leverages a new Rafay Systems partnership to streamline its massive infrastructure expansion, though the firm faces pressure to convert its…

SHAZ NVDA

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CoreWeave Launches Physical AI Service to Bolster Nvidia GPU Demand

September 16, 2026 (10 days ago)

CoreWeave's new Physical AI Field Engineering service aims to bridge the gap between data science and manufacturing, potentially driving long-term demand for…

NVDA CRWV

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Dell Reports Record $47B Revenue as AI Server Orders Top $130 Billion

September 10, 2026 (16 days ago)

Dell Technologies delivered record-breaking Q2 results, fueled by $130 billion in cumulative AI server orders and strong demand across its traditional server…

DELL NVDA

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Amazon Orders 2 Million Nvidia Chips for Data Center Build-Out

August 26, 2026 (31 days ago)

Amazon's 2 million Nvidia chip purchase accelerates its data center build-out, lifting Nvidia demand and underscoring Amazon's cloud AI infrastructure investment.

NVDA AMZN

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Nscale Eyes September US IPO With $51 Billion Contract Backlog

August 6, 2026 (51 days ago)

Nscale's $51 billion contract pipeline signals robust demand ahead of its planned September US IPO, making it one of the year's most…

NSCALE

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