O Nebius Group continua a observar um forte interesse em seus serviços de computação em IA.
A empresa relata que sua capacidade de computação em IA está esgotada em meio ao aumento dos preços de aluguel de GPUs. A administração aumentou os planos de despesas de capital para 2026 visando construir mais data centers e adquirir mais GPUs. Contratos assinados com hyperscalers proporcionam visibilidade de receita no curto prazo e reduzem os riscos.
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Hut 8 announced a 15-year lease valued at $9.8 billion for a large-scale AI data center in Texas, sending its shares up nearly 30 percent on Wednesday. The deal covers 352 megawatts of capacity at the company's Beacon Point campus and includes options that could raise the total value to $25.1 billion.
Nvidia posted record first-quarter revenue of 81.62 billion dollars, beating Wall Street expectations as artificial intelligence infrastructure demand surged. The results lifted shares of some bitcoin miners with data center exposure.
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Advanced Micro Devices posted first-quarter results that topped expectations, with revenue climbing 38 percent on robust server chip sales tied to artificial intelligence.
Nvidia has described AI as a five-layer industrial system. CEO Jensen detailed the AI layered stack and hinted at the company's next moves. The firm eyes expansion across technology layers, akin to Amazon beyond cloud services.
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Alibaba released its first-quarter results for the period ended March 31, missing revenue targets but showing robust expansion in artificial intelligence services. The company highlighted continued momentum in its cloud business driven by AI demand.
Adobe Inc. reported stronger-than-expected earnings, with double-digit revenue growth and expanding subscriptions. Despite the positive results, its stock declined sharply due to ongoing concerns over AI disruption. The company highlighted its shift to generative AI tools amid declining traditional revenue streams.
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Billionaire investor Paul Tudor Jones says the current AI-driven rally in global markets could last another year or two. He drew parallels to the early dominance of Microsoft and the commercialization of the internet. At the same time, he warned of a possible sharp downturn resembling the aftermath of the dot-com bubble.