Investors are drawing a sharper distinction between companies that can fund AI e...
Microsoft beat quarterly cloud expectations and forecast stronger Azure growth, ...
Amazon, Microsoft and Alphabet are expected to show faster cloud growth, but the...
Elon Musk says SpaceX closed $40 billion of debt for GPU purchases, while warnin...
Anthropic's public S-1 describes a sharply expanding AI business, but also discl...
BofA Global Research estimates worldwide data-centre spending could rise from $1...
Cloud AI company Modal plans to add Nvidia’s Vera CPU to a mixed fleet after tes...
OVHcloud reported first positive levered free cash flow since its IPO and said a...
Amazon plans more than €16 billion in Germany in 2027, including €4.8 billion fo...
Nscale is reportedly discussing a second West Virginia data-centre deal with Ant...
Google restored its London cloud region after a power event disrupted banks, pub...
SpaceX is reportedly in talks to raise around $40 billion to purchase Nvidia AI ...
AI infrastructure company Lambda is reportedly targeting up to $4 billion in new...
Black Hills Corporation has signed definitive agreements to provide power servic...
Singapore-based Zerra DC has secured an investment from Macquarie Capital as it ...
Anthropic has committed $11.6 billion to Akamai Technologies over seven years fo...
