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AI Infrastructure

Nvidia Applied Digital Third-Party Suppliers Market Trends Nebius Group CleanSpark Operational Efficiency NVIDIA Corporation Polaris Forge 1 Google Cloud

Hyperscale Data Signals Move From Bitcoin Mining to 20 MW of AI Compute at Michigan Campus

The company says advanced talks could let its ACS unit begin colocated GPU deployments within months, freeing power for higher‑margin AI services.

Flex to Spin Off Cloud and Power Infrastructure Unit Into Separate Public Company

Core Scientific to Convert Texas Mining Site Into 1.5GW AI Data Center Campus

Meta Breaks Ground on $1 Billion AI Data Center in East Tulsa

TeraWulf Closes 54.5 Million-Share Offering at $19 to Fund AI Data Center

Vertiv Draws Fresh Bull Calls as AI Data‑Center Demand Accelerates

Galaxy Digital Elevates Helios to $15 Billion Cornerstone of AI Infrastructure Pivot

Fermi Plunges 25% as IPO Lock-Up Expires and First Results Land

Hut 8 Rallies on Street-High $136 Target as Arete Backs AI Data-Center Pivot

Bell to Build $1.7 Billion, 300‑Megawatt AI Data Centre Near Regina With Cerebras and CoreWeave

CoreWeave Faces Feb. 26 Earnings Test as Analyst Views Diverge

Galaxy Digital Posts $482 Million Q4 Loss as Shares Slide to Multi-Month Lows

Applied Digital Rallies on Q2 Revenue Surge, Says Hyperscaler Talks Span 900 MW

Nebius Taps Microsoft and Meta Megadeals to Expand Beyond Hyperscalers

Meta Is in Talks to Use Google’s AI Chips, Rattling Nvidia

ACS, BlackRock’s GIP Form 50/50 Venture for €2 Billion, 1.7 GW Data-Center Platform

CleanSpark Enters Texas With 285 MW Power Agreements to Build AI Data Center Campus

TSMC Pushes Into 2nm as AI Demand Lifts Results and Spending Targets

OpenAI’s 26-GW Chip Commitments Boost Supplier Outlook, Expose Financing and Power Hurdles

CleanSpark Launches AI Data‑Center Initiative With Veteran Hire and Georgia Expansion