IREN (NASDAQ:IREN) shares jumped 6% to $45.26 after Microsoft (NASDAQ:MSFT) formally accepted Horizon 1, the first of four data centers at IREN's Childress, Texas campus, but gave up gains to trade un…
GIC and Macquarie Asset Management have launched Theseus Infrastructure to develop, operate, and lease data centers for Anthropic in the United States, with Anthropic as anchor tenant. GIC and Macquar…
Google has assembled a $44 billion financing machine to challenge Nvidia's AI chip dominance, using off-balance-sheet lease backstops to accelerate adoption of its custom Tensor Processing Units (TPUs…
Alphabet Inc. has guaranteed up to $43.8 billion in data center lease payments if tenants default, a sevenfold increase from $6.5 billion nine months ago, while recording only an $815 million liabilit…
Google is backing a $15 billion loan for a massive Texas data center campus developed by Nexus Data Centers to provide compute infrastructure for Anthropic, with the initial phase costing upwards of $…
Alphabet has locked down leases covering roughly 2.4 gigawatts of capacity across ten projects, partnering with former Bitcoin miners to secure power for AI data centers. In September 2025, Google agr…
SK Group Chairman Chey Tae-won confirmed that Anthropic, the AI company behind Claude, is building its own computing power rather than relying entirely on third-party providers, signaling a deeper AI …
OpenAI expects to spend $750 billion on AI infrastructure by 2030, a 25% increase from earlier estimates, and is planning a 3.2 gigawatt data center in Georgia costing $20-30 billion, while rival Anth…
IREN Limited on July 20 disclosed $2.8 billion in new multi-year AI cloud contracts with leading AI developers, raising its year-end 2026 annualized run-rate revenue target from $3.7 billion to over $…
AI infrastructure company IREN has signed $2.8 billion in new multi-year AI cloud contracts, raising its year-end AI cloud annualized run-rate revenue target from $3.7 billion to more than $4 billion.…
IREN raised its year-end 2026 AI Cloud revenue target from $3.7 billion to more than $4 billion after signing $2.8 billion in new multi-year contracts with customers including Microsoft and Nvidia, wi…
Fluidstack, a London-founded AI infrastructure startup, is targeting an $18 billion valuation in a new $1 billion funding round, more than double its $7.5 billion valuation from December 2025, accordi…
Fluidstack raised $830 million in a Series A funding round at a $7.5 billion valuation, led by Situational Awareness, to expand AI infrastructure for Anthropic and other labs. The UK-founded neocloud …
IREN announced $2.8 billion in new AI cloud contracts with eight customers including Perplexity, Figure AI, and Together AI, lifting its year-end 2026 AI Cloud annualized run-rate revenue target from …
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…
TeraWulf announced a 20-year lease with Anthropic for 401 megawatts of AI data center capacity in Kentucky, potentially generating $19 billion in revenue. The deal highlights bitcoin miners' pivot to …
TeraWulf Inc. has signed a 20-year lease with Anthropic at its Justified Data campus in Kentucky, expected to generate $19 billion in revenue. The company also sold its majority stake in the Abernathy…
TeraWulf signed a 20-year lease with Anthropic for a 401 MW AI data center campus in Kentucky, expected to generate ~$19 billion in revenue, and sold its stake in a Texas joint venture. Bitcoin mining…