Argentum AI signs $2.5 billion data center deal with cloud, real estate firms

The bank initiated the company, which produces cables and chips to connect powerful AI computers, at a buy rating.

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Last week, management provided a strong order update and significantly increased its 2028 financial framework for revenue,…

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The company "positions itself as an emerging AI hyperscaler," Citi analyst Tyler Radke says.

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Kicking off the week with a bang, OpenAI announced another massive data center buildout partnership.

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U.S. tech giants have announced huge infrastructure expenditure in 2026 as they look to scale the deployment of AI.

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Wolfe Research analyst Chris Caso discussed OpenAI's AMD investment on CNBC Monday morning.

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