Nscale is preparing for a New York Stock Exchange IPO targeting a valuation of roughly $30 billion to $35 billion, betting ...

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.

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

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

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

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

Morgan Stanley maintained its Overweight rating and $300 price target on SpaceX (SPCX), arguing that collaboration with Tesla could strengthen the space company’s AI business. The target implies about ...

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

Morgan Stanley says the AI power bottleneck is worse than you think. And it’s not just because data center firms are ...

Morgan Stanley projects a 33 GW power deficit for AI stocks through 2028, equal to roughly 34% of net chip demand, growing to ...