Nebius Secures $27 Billion AI Infrastructure Deal with Meta Platforms
Today's AI landscape saw significant financial and infrastructure developments, highlighted by Nebius Group's massive $27 billion, five-year agreement with Meta Platforms to provide AI infrastructure capacity. This deal, which sent Nebius stock soaring, underscores the substantial capital expenditure Meta is committing to AI, with plans for up to $135 billion in AI-related costs in 2026. Conversely, Meta is reportedly planning workforce reductions of 20% or more to offset these heavy AI investments, indicating a strategic shift towards optimizing spending and leveraging AI for productivity gains.
In the realm of AI infrastructure, Gorilla Technology and Yotta announced a landmark deal to deploy AI infrastructure in India, involving approximately 640 high-performance servers with over 5,000 GPUs, projected to generate more than $500 million in revenue over five years. This highlights the growing global demand for robust AI computing capabilities. Furthermore, Celestica and AMD are collaborating on the "Helios" rack-scale AI platform, aiming to advance the next era of AI, demonstrating ongoing innovation in hardware solutions.
Funding for AI-related technologies continues, with Frore Systems Inc., a company specializing in liquid cooling technology for AI chips, raising $143 million in a deal that values the startup at $1.64 billion. This investment points to the increasing importance of specialized solutions to support the demanding requirements of AI hardware. Meanwhile, concerns were raised by the Bank for International Settlements regarding AI hyperscalers' reliance on off-balance sheet debt for infrastructure investment, potentially increasing risks for private credit funds and insurers.
On the business and strategic front, Wearable Devices strengthened its AI Advisory Board with former Google and Qualcomm executives to accelerate the vision of its ai6 Labs. Tesla is also making strategic moves, with Elon Musk hinting at the launch of a "Terafab" chipmaking factory, signaling a deeper dive into semiconductor manufacturing for its AI and robotics ambitions. The EU continues its antitrust probe into Google's search practices, with publishers and tech firms urging for action against alleged self-preferencing, which could impact Alphabet's growth story. Additionally, AnyTech365, an AI-powered cybersecurity company, is spearheading a global online anti-fraud platform, showcasing AI's application in enhancing digital security.
Research and development saw engineers uncovering the mathematical rules governing firefly synchronization, a finding that could have implications for distributed AI systems. Discussions at Devnexus 2026 focused on AI development, including core Java and Java frameworks, reflecting the integration of AI into broader software development practices. The concept of "AI-free" logos and the potential for future AI chips built on glass were also noted, indicating evolving perspectives on AI's presence and foundational technologies.
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Alphabet (GOOG) Gained from Its Shift in the AI Race from Being “Hunted” to Being a “Hunter”
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Value Fund”. A copy of the letter can be downloaded here. The Fund seeks to invest in undervalued companies with strong financial condition and attractive business economics. US equities ended a record year with robust fourth-quarter gains. AI remains the main […]
Wearable Devices Strengthens AI Advisory Board with Former Google and Qualcomm Executives to Accelerate ai6 Labs’ Vision
Yokneam Illit, Israel, March 16, 2026 (GLOBE NEWSWIRE) -- Wearable Devices Ltd. (Nasdaq: WLDS, WLDSW) (“Wearable Devices” or the “Company”), a technology growth company specializing in artificial intelligence (“AI”)-powered touchless sensing wearables, today announced a significant expansion of its AI expert advisory board. This strategic enhancement strengthens the Company's commitment to advancing neural AI innovation through ai6 Labs. The recently launched ai6 Labs is focused on advancing the
Gorilla Technology & Yotta Sign Landmark AI Infrastructure Deal, Establishing Major Position in India's Sovereign AI Buildout
- Agreement includes an AI infrastructure deployment in India of approx. 640 high-performance servers with more than 5,000 GPUs for AI workloads- This deployment is expected to contribute more than $500 million in revenue over the next five yearsLondon, United Kingdom--(Newsfile Corp. - March 16, 2026) - Gorilla Technology Group Inc. (NASDAQ: GRRR) ("Gorilla" or the "Company"), a global solution provider in Security Intelligence, Network Intelligence, Business Intelligence, IoT...
Bernstein sees 20% upside in TSMC stock despite Middle East war
Investing.com -- Bernstein said in a note Monday that it sees a potential 20% upside in Taiwan Semiconductor shares, saying the chipmaker’s growth outlook remains intact despite the conflict in the Middle East.
Nebius Just Landed a $27 Billion Meta Deal. Here’s How to Play NBIS
Nebius just landed the biggest contract in its short history. Nebius Group (NASDAQ:NBIS) is surging 14% in pre-market trading after announcing a deal with Meta (NASDAQ:META) worth up to $27 billion over five years – $12 billion in dedicated capacity and up to $15 billion in additional available compute. The deal also includes one of ... Nebius Just Landed a $27 Billion Meta Deal. Here’s How to Play NBIS
Chase Freedom® Announces Q2 2026 5% Cash Back Categories: Amazon, Whole Foods Market, Chase Travel℠ and Feeding America®
WILMINGTON, Del., March 16, 2026--Today, Chase announced that Freedom and Freedom Flex cardmembers can earn 5% cash back on Amazon, Whole Foods Market and Chase Travel purchases, plus donations to Feeding America from April 1 through June 30, 2026. The new categories are versatile and practical for day-to-day spending, so cardmembers can start planning everything from next week’s grocery haul to springtime vacations.
Celestica and AMD Announce Collaboration to Advance the Next Era of AI with “Helios” Rack-Scale AI Platform
TORONTO and SANTA CLARA, Calif., March 16, 2026 (GLOBE NEWSWIRE) -- Celestica Inc. (TSX: CLS) (NYSE: CLS), a global leader in data center infrastructure and advanced technology solutions, and AMD (NASDAQ: AMD), a leader in high-performance and AI computing, today announced a strategic collaboration to bring the new “Helios” rack-scale AI platform to market. The collaboration pairs AMD computing leadership with Celestica’s expertise in delivering leading-edge networking switch technologies. At la
Nebius signs AI infrastructure deals with Meta worth up to $27 billion over 5 years
By Aditya Soni and Toby Sterling March 16 (Reuters) - Amsterdam-based AI infrastructure firm Nebius Group said Monday it has signed a five-year deal with Meta Platforms to provide the social media
Meta shares jump after Reuters report on plans for layoffs of 20% or more
Meta Platforms shares rose 3% on Monday following a Reuters report that the social media giant plans to lay off 20% or more of its workforce to offset heavy spending on artificial intelligence and bet on productivity gains from the technology. If Meta settles on the 20% figure, the cuts will be the biggest since a late 2022 and early 2023 restructuring it dubbed the "year of efficiency", which eliminated around 21,000 jobs. After falling behind in the AI race, Meta has spent heavily in recent years to catch up by building data centers and waging a talent war.
Tesla Nears Launch of ‘Terafab’ Chipmaking Factory. What It Means for the Stock.
Elon Musk’s “Terafab” might be that catalyst. The move came after Musk tweeted over the weekend that Tesla’s “Terafab Project launches in 7 days.” Musk and Tesla CFO Vaibhav Taneja discussed a Terafab—a large semiconductor manufacturing facility—during his company’s fourth-quarter earnings conference call in January.
Amazon Is Looking to Reignite Growth With This 1 Simple Move
Amazon’s (NASDAQ:AMZN) stock has delivered a tremendous run higher since the beginning of 2023, more than tripling in value by its peak last November. That surge reflected strong recovery in its core retail operations, explosive AWS cloud growth, and expanding advertising revenue. Since those highs around $254 per share, however, shares have fallen about 20% ... Amazon Is Looking to Reignite Growth With This 1 Simple Move
Nebius Stock Pops On Expanded Meta Platforms Artificial Intelligence Data Center Deal
Nebius stock popped amid an expanded cloud computing infrastructure deal with Meta Platforms for artificial intelligence workloads. The new deal could reach $27 billion.
Devnexus 2026: Focus on AI with Core Java, Java Frameworks, Security and Career Mentoring
Celebrating its 23rd year, Devnexus 2026 was held from March 4-6, 2026 at the Georgia World Congress Center in Atlanta, Georgia. The event featured speakers from the Java community who delivered workshops and talks under tracks such as: AI Generative; AI in Practice; Core Java; Java Frameworks; and Security and Developer Tools. By Michael Redlich
Bayesian Thinking for People Who Hated Statistics
You already think like a Bayesian. Your stats class just taught the formula before the intuition. Here's a 5-step framework to apply it at work. The post Bayesian Thinking for People Who Hated Statistics appeared first on Towards Data Science .
EU Push On Google Search Probe Puts Alphabet’s Growth Story At Risk
European publishers and tech firms have urged the EU to wrap up its two-year antitrust probe into Google's search practices. The groups are calling for fines and enforcement under the Digital Markets Act tied to alleged self-preferencing in online search. The investigation, active since March 2024, focuses on Alphabet's core search business and its role in the European digital economy. For investors watching Alphabet, ticker NasdaqGS:GOOGL, this push from European industry groups centers on...
AnyTech365 helps spearhead first global online anti-fraud platform
MARBELLA, Spain, March 16, 2026 (GLOBE NEWSWIRE) -- Leading AI-powered cybersecurity company AnyTech365 has teamed up with a host of similar international companies to take on online fraudsters, who are estimated to cost individuals and businesses around $442 billion USD per year. The Spain-based company has teamed up with global tech powerhouses to launch Scam.org, a platform leading a new fightback against online scammers. The initiative is being launched under the umbrella of The Global Anti-
The Download: glass chips and “AI-free” logos
This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. Future AI chips could be built on glass  Human-made glass is thousands of years old. But it’s now poised to find its way into the AI chips used in the world’s newest and…
VONG vs. QQQ: Which Growth ETF Is the Better Buy?
The Vanguard Russell 1000 Growth ETF and the Invesco QQQ Trust ETF both have their merits.
Nebius, Meta Agree to $27 Billion AI Infrastructure Pact
Nebius agreed to a five-year deal worth about $27 billion to supply artificial-infrastructure infrastructure capacity to Meta.
Why AI could be the next big privacy crisis
Protecting your identity in the era of AI. Brittany Kaiser is a well-known data rights activist and the Cambridge Analytica whistleblower who exposed how the firm used personal data from millions of Facebook users for political targeting during elections. Since then, she has written a memoir and become the subject of the Emmy-nominated Netflix documentary The Great Hack. She is currently the CEO of AlphaTON Capital. Kaiser joined the Opening Bid Unfiltered podcast with Yahoo Finance executive editor Brian Sozzi to discuss data protection, her biggest concerns about the rise of generative AI, and Anthropic's battle with The Trump Administration.
Navigating Market Uncertainty: Intrinsic Value of Meta Platforms Inc
Instead of using future free cash flow as in the traditional DCF model, the GuruFocus DCF calculator uses EPS without NRI as the default for the DCF model based on research that shows that historically stock prices have been more correlated with earnings than free cash flow. Warning! GuruFocus has detected 2 Warning Sign with META.
Beyond Market Price: Uncovering Amazon.com Inc's Intrinsic Value
Instead of using future free cash flow as in the traditional DCF model, the GuruFocus DCF calculator uses EPS without NRI as the default for the DCF model based on research that shows that historically stock prices have been more correlated with earnings than free cash flow. Warning! GuruFocus has detected 2 Warning Sign with AMZN.
Microsoft Corp: An Exploration into Its Intrinsic Value
Instead of using future free cash flow as in the traditional DCF model, the GuruFocus DCF calculator uses EPS without NRI as the default for the DCF model based on research that shows that historically stock prices have been more correlated with earnings than free cash flow. Warning! GuruFocus has detected 1 Warning Sign with MSFT.
The 3 Best Monthly Dividend ETFs to Buy Today for Lifelong Passive Income
Three monthly dividend ETFs split across a $300,000 portfolio can generate roughly $1,541 per month in passive income. That math matters to retirees because monthly payments align with how bills actually arrive: mortgage or rent, utilities, groceries, insurance. Quarterly dividends force you to mentally divide a lump sum across 90 days. Monthly payments remove that ... The 3 Best Monthly Dividend ETFs to Buy Today for Lifelong Passive Income
The Art of Valuation: Discovering Alphabet Inc's Intrinsic Value
Instead of using future free cash flow as in the traditional DCF model, the GuruFocus DCF calculator uses EPS without NRI as the default for the DCF model based on research that shows that historically stock prices have been more correlated with earnings than free cash flow. Warning! GuruFocus has detected 1 Warning Sign with MSFT.
The Art of Valuation: Discovering NVIDIA Corp's Intrinsic Value
Instead of using future free cash flow as in the traditional DCF model, the GuruFocus DCF calculator uses EPS without NRI as the default for the DCF model based on research that shows that historically stock prices have been more correlated with earnings than free cash flow. Warning! GuruFocus has detected 4 Warning Signs with NVDA.
Beyond Market Price: Uncovering Apple Inc's Intrinsic Value
Instead of using future free cash flow as in the traditional DCF model, the GuruFocus DCF calculator uses EPS without NRI as the default for the DCF model based on research that shows that historically stock prices have been more correlated with earnings than free cash flow. Warning! GuruFocus has detected 1 Warning Sign with MSFT.
AI Hyperscalers’ Shadow Borrowing Bolsters Private Credit Risks
Investment in AI infrastructure via off-balance sheet debt is increasing the exposure of insurers and private credit funds to hyperscalers, according to officials at the Bank for International Settlements.
Analytics Vidhya highlighted Harness Engineering with LangChain DeepAgents and LangSmith for creating reliable AI systems, while KDnuggets identified five self-hosted, open-source alternatives for data scientists to manage costs and control their data.
Meta Platforms is reportedly planning significant layoffs to offset its substantial AI spending, while Nebius Group secured a massive $27 billion AI infrastructure deal with Meta. Celestica and AMD announced a collaboration for the "Helios" rack-scale AI platform, and Gorilla Technology partnered with Yotta for a major AI infrastructure deployment in India. Wearable Devices enhanced its AI Advisory Board, and Tesla is moving into chipmaking with its "Terafab" project, while AnyTech365 is leading a global anti-fraud platform using AI.
Frore Systems Inc., an AI chip cooling company, raised $143 million, valuing the startup at $1.64 billion. The Bank for International Settlements raised concerns about AI hyperscalers' use of off-balance sheet debt for infrastructure, impacting private credit risks.
Engineers have uncovered the mathematical rules governing firefly synchronization, a finding that could inform distributed AI systems. The Devnexus 2026 conference focused on AI development, including core Java and Java frameworks, and MIT Technology Review discussed glass chips for future AI and the concept of "AI-free" logos.
The EU is being urged to conclude its two-year antitrust probe into Google's search practices, with calls for fines and enforcement under the Digital Markets Act due to alleged self-preferencing.
General market analysis and investment advice were prevalent, including discussions on stock valuations for major tech companies like Meta, Amazon, Microsoft, Alphabet, Apple, and Nvidia. Other topics included required minimum distributions for retirement planning, credit card rewards, and Roku TV maintenance.