Vertiv Holdings and Bloom Energy reported strong quarterly results, with Vertiv's revenue up 30% to $2.65 billion and Bloom's revenue surging 130% to $751 million, as AI infrastructure spending shifts…
Microsoft, Google, and Amazon reported significant jumps in greenhouse gas emissions, driven by the energy demands of AI data centers, with Microsoft's emissions up 25%, Google's up 18%, and Amazon's …
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…
Mark Zuckerberg confirmed Meta is exploring an AI cloud business to rent out spare computing power, aiming to monetize its over $100 billion AI infrastructure investment. The move would pit Meta again…
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…
Microsoft's total greenhouse gas emissions rose 23.4% from its 2020 baseline in fiscal year 2024, driven by AI and cloud computing infrastructure, according to its 2025 Environmental Sustainability Re…
Microsoft opened its Fairwater AI datacenter in Wisconsin, equipped with NVIDIA GB200 GPUs, as part of a $190 billion annual capex spree that has pressured its stock. The facility supports Azure and A…
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…
Meta shares surged after Bloomberg reported the social media giant plans to launch a cloud business selling excess AI compute, joining hyperscaler peers. The move could improve Meta's cash flow outloo…
SoftBank, OpenAI, and Oracle are converting a former auto plant in Lordstown, Ohio into an advanced AI data center as part of the Stargate initiative, which expanded with five new US sites targeting n…
The Golden State Warriors announced a jersey sponsorship deal with IREN, an AI cloud provider, worth $50 million per year. Warriors owner Joe Lacob said the team is embracing AI across the organizatio…
Rystad Energy projects the fuel cell market will surge from $2.8 billion in 2025 to $30 billion by 2030, driven by AI data centers seeking on-site power amid grid congestion. North America is expected…
Allbirds, the sustainable footwear company, has renamed itself Smartbird and appointed Nadia Carlsten as CEO to pivot into AI infrastructure, selling its shoe business for $39 million. Shares surged o…
Bitcoin miners pivoting to AI face a $50 billion near-term funding gap, with only 25% of leased AI capacity delivered, pushing the market toward crypto-native lending protocols and asset-backed financ…
Gavin Baker, managing partner and CIO of Atreides Management, says the AI bottleneck trade is losing its edge as supply constraints ease, forcing investors to rethink what has lasting value in AI infr…
Dell Technologies raised its full-year AI server revenue guidance to roughly $60 billion after booking $24.4 billion in new AI orders in Q1, with shares surging up to 40% in after-hours trading. A $1.…
IREN has secured a $3.65 billion GPU financing facility to support Microsoft's AI cloud expansion. The deal will provide the necessary infrastructure for scaling AI workloads in Microsoft's cloud serv…
Nebius shares surged 12% in premarket trading Thursday after AI-focused hedge fund Situational Awareness, led by former OpenAI researcher Leopold Aschenbrenner, disclosed a 5.6% stake in the AI cloud …
IREN shares rose in postmarket trading Tuesday after the data company secured a $1.6 billion agreement with Dell for air-cooled Blackwell systems, supporting its AI cloud contract with Nvidia. The dea…
IREN shares surged after the company announced a $1.6 billion deal with Dell Technologies to accelerate artificial intelligence deployment. The partnership is expected to expand IREN's AI infrastructu…