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

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

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

CleanSpark’s first major AI lease is backed by Meta, according to an SEC filing that identifies the technology company behind the 20-year, $6.6 billion agreement for 175 critical IT MW at Sandersville ...

Crusoe expanded both its AI cloud business and its physical manufacturing footprint. The company signed a multi-year ...

MARA disclosed new ERCOT Batch Zero classifications for three Texas sites. Granbury received 280 MW of Base Load status, while Garden City received 200 MW of base load classification. Matagorda, ...

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

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.

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

JPMorgan upgraded CoreWeave (NASDAQ: CRWV) to Overweight from Neutral on Thursday and raised its December 2027 price target to $125 from $120. The new target sits about 44% above CoreWeave’s Thursday ...