Meta is pursuing one of the largest equity financing initiatives in technology history, beginning with a $25 billion stock ...

In the Galaxy Digital Q3 earnings call, management disclosed that Galaxy declined a potential lease agreement for the 830 MW ...

KBW's Stephen Glagola reviewed Anthropic's S-1 and found leasing upside for Core Scientific and TeraWulf. He does not expect ...

Anthropic's S-1 lifts the SpaceX compute ceiling from $84.5 billion, with payments reaching about $3.1 billion a month by ...

Soluna retired $28.7 million of Generate principal across August and October, cutting company debt principal 76% and freeing ...

The Anthropic IPO prospectus revealed that the leading AI lab generated $16.29 billion in revenue during the first half of ...

Anthropic routed roughly $7.8 billion through AWS, Google and Microsoft marketplaces in the first half of 2026. Those same ...

Elon Musk warned that more than 200 neocloud operators face widespread failures and consolidation as tightening credit ...

SemiAnalysis is forecasting an extraordinary 50 GW of data center buildout in 2027, a figure comparable to the industry’s cumulative capacity as of 2024. The research firm bases its projections on ...

Mizuho sees 38.7% upside for SpaceX after management lifted its 2027 compute target to about 13 GW and said new contracts are ...

NextEra Energy reports Wednesday. BMO expects a quieter call focused on hedges, a derisked growth outlook and the pending ...

Piper Sandler trimmed targets by 14% to 24% across the four operators after a month in which their shares lost a third or ...