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 ...

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

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 ...

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

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

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

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

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

Meta’s aggressive AI infrastructure expansion pushed quarterly free cash flow negative for the first time in more than a decade, raising concerns about the sustainability of hyperscaler capital ...

IREN’s $9.7 billion AI cloud agreement with Microsoft faces potential delivery delays following unconfirmed reports of networking redesigns at its Childress, Texas, campus, but IREN still plans to ...

Anthropic's anticipated public IPO filing will offer investors their first comprehensive look at the financial position of a ...