Elon Musk called the dates for the Austin test chip and Gibbons Creek ramp very aggressive. He thanked ASML for faster ...

GW online by the end of 2026 and says power and cooling are the constraint. Musk is aiming for 20 GW of new infrastructure next year, though he is only 'highly confident' of 10 GW.

IREN's $9.7 billion AI cloud agreement with Microsoft faces potential delivery delays following unconfirmed reports of ...

AI stocks face mounting financial pressure as construction cost overruns, tightening credit markets, and regulatory uncertainty threaten the economics of multibillion-dollar data center projects.

Piper Sandler trimmed targets by 14% to 24% across the four operators after a month in which their shares lost a third or ...

NextEra Energy reports Wednesday. BMO expects a quieter call focused on hedges, a derisked growth outlook and the pending ...

Bitdeer's contracted AI Cloud revenue jumped from $0.9 billion in August on A201 commitments in Johor, while ARR held at $86 ...

J.P. Morgan maintains Overweight on CoreWeave, arguing that pre-sold take-or-pay capacity and GPU recontracting support ...

JPMorgan and Wells Fargo believe the market overreacted to CoreWeave's debt burden in last week's selloff, as both companies ...

UK Power Networks reportedly told Nscale the Essex site would not get sufficient power until the early to mid-2030s. Microsoft was the 50 MW project's only announced customer, and Nscale filed for a ...

Fermi's fact sheet puts phase-one capex at roughly $2.2 billion to $2.8 billion and NOI margins at 75% to 80%. AMD's credit ...