Bloom Energy faces execution risks in its AI data center growth strategy, including grid delays, community opposition, and rising costs, despite a nearly 1,000% stock surge and major contracts with Or…
Alphabet plans to spend up to $190 billion on AI infrastructure in 2026, more than double last year, as compute demand overwhelms supply across the tech industry. CEO Sundar Pichai flagged persistent …
Amazon, Alphabet, Microsoft, Meta, and Oracle have issued $244 billion in bonds globally in 2026 to fund AI infrastructure, more than double the $108 billion raised in 2025. Investor demand is cooling…
Applied Digital Corporation, formerly Applied Blockchain, has reached 1 GW of contracted AI data center capacity, with $11 billion in lease revenue from CoreWeave. The company's pivot from crypto mini…
Leopold Aschenbrenner's Situational Awareness LP hedge fund has reached a $20 billion valuation after returning over 1,000% since its late 2024 launch, driven by concentrated bets on AI infrastructure…
ASML raised its full-year 2026 sales outlook to €43B-€45B, its second upward revision this year, driven by surging demand for AI chips. The Dutch semiconductor equipment maker reported Q2 net sales of…
Energy IPOs raised $12.6 billion in the first half of 2026, the highest first-half total on record and nearly triple the $4.3 billion raised in all of 2025, driven by investor demand for companies pow…
ASML Holding reported Q2 2026 net sales of €9.3 billion, crushing analyst estimates of €8.8 billion, and raised its full-year guidance for the second time to €43-45 billion, driven by surging demand f…
Bernstein analyst Gautam Chhugani warned that returns from bitcoin miners' AI colocation deals are skewed by deal structure and customer funding, citing Core Scientific's $10 billion contract with Cor…
Nvidia and Cerebras both trade below peak valuations, but Nvidia offers a discounted entry into a dominant AI chip maker at 28x forward earnings with analysts seeing 30% upside, while Cerebras, despit…
Benchmark raised its price target for Hut 8 to $165, nearly doubling the previous $85 target, after the Bitcoin miner secured $16.8 billion in contracted lease value for two hyperscale AI data center …
New York Governor Kathy Hochul signed an executive order on July 14, 2026, enacting a one-year moratorium on new approvals for data centers with a peak demand of 20 megawatts or more, making the state…
TSMC and ASML are set to report Q2 2026 earnings on July 15 and 16, respectively, as tech stocks recover from a June selloff. TSMC posted a 68% year-over-year revenue increase in June, driven by AI ch…
AI data center builders doubled their debt over five years to fund a historic spending spree, with U.S. secured debt reaching $25.4 billion in 2025. Former bitcoin miners like Core Scientific, TeraWul…
Bernstein reports that clearing the 338 GW pipeline of planned data center projects now takes an estimated 12 years, up from 10 years a month ago, due to grid interconnection delays. Bitcoin miners wi…
Bitcoin mining companies face investor scrutiny over insider share sales and a $50 billion funding gap as they pivot to AI infrastructure. A Blocksbridge Consulting report highlights executive stock s…
TeraWulf, a former Bitcoin mining company, signed a 20-year lease with AI lab Anthropic for a data center campus in Kentucky, projected to generate $19 billion in revenue. The deal, requiring $3.2-4 b…
Marathon Digital Holdings announced a milestone-based deal to acquire a 1,200-acre powered land site in Matagorda County, Texas, for up to $600 million to build a digital infrastructure campus targeti…
Hewlett Packard Enterprise reported fiscal Q2 2026 revenue of $10.68 billion, a 40% year-over-year increase, driven by AI infrastructure demand. The company's AI server backlog reached nearly $6 billi…
Some Bitcoin miners are resisting the industry trend of converting facilities for AI workloads, arguing that the infrastructure requirements and long-term lease risks make the pivot less profitable th…