Cipher Digital announced that it signed a $5.2 billion, 10-year extension for its 300 MW Fluidstack deal at Barber Lake on ...

Oracle sent a force majeure order to the developer of Project Jupiter in the face of multiple permitting delays.

Most large U.S. AI data centers are not generating significant noise complaints, but facilities located close to residential ...

SemiAnalysis reviewed 77 GPU cloud providers, testing managed clusters rather than data-center assets or credit quality. Its ...

Morgan Stanley believes SpaceX could double to $300 per share as investors increasingly recognize the company’s relationship ...

Morgan Stanley put a $300 price target on SpaceX, with the key to this growth lying in the AI company's synergies with its ...

Oracle’s $165 billion Project Jupiter data center in New Mexico is facing mounting permitting and financing risks as delays ...

Enterprise AI accounts for $165 of the bank’s SpaceX valuation, while rockets contribute only $8. The model depends on compute, connectivity and Tesla’s physical-AI capabilities.

The AI infrastructure operator is pairing low-coupon convertible debt with capped calls and a delayed equity program as it ...

Hut 8 (NASDAQ: HUT) was named the winning bidder Wednesday for substantially all of former Bitcoin miner Poolin’s assets, offering $140 million in cash and other consideration. The deal remains ...

The bank raised its December 2027 price target to $125 as CoreWeave shifts part of its contracting mix toward higher-priced, short-dated compute capacity.