Bitdeer's A901 campus, its third Malaysian hub, is targeted for GB300 NVL72 systems from early 2027. No customer has signed ...

Applied Digital smashed its earnings with significant revenue and earnings per share beats, but its largest revenue line item ...

Applied Digital is expanding beyond the United States for the first time, announcing plans to secure up to 1 GW of power ...

SpaceX is reportedly seeking $40 billion in additional financing to fund its massive AI infrastructure expansion, including $10 billion in bank loans and $30 billion in investment-grade debt. Apollo ...

Wells Fargo expects five publicly traded data center developers to benefit from a shift in AI infrastructure investment toward projects with near-term power availability, secured financing and signed ...

The Memphis City Council voted 7–5 to postpone a final decision on a proposed one-year moratorium on new data center permits until October 20, following a contentious public meeting attended by more ...

The target implies about 152% upside as Applied Digital targets more than 600 MW of capacity deliveries over the next 12 months.

Applied Digital is marketing 1.3 GW of capacity, mostly for 2028 energization. Needham retained its Buy rating but lowered ...

The purchase follows a $19.1 million allocation in September. CoreWeave ranked eighth in ARKW’s portfolio in a third-party snapshot taken before Wednesday’s trade.

Tenant fit-out services contributed $183.5 million of HPC revenue, compared with $65.8 million in base rent. Three more campuses still require financing.

Hut 8 says initial River Bend data halls remain on track for Q2 2027 delivery. Needham sees behind-the-meter power as a ...

Morgan Stanley is making the case that Bloom Energy could emerge as one of the biggest beneficiaries of the AI industry's ...