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HPE Wins $1.2 Billion Vultr Order for AMD Helios Racks

It provides commercial proof for Helios that could accelerate HPE’s shift into higher‑margin networking.

Iren Emerges as Unexpected Rival to CoreWeave in the AI Cloud Race

Nokia Advances AI‑Native RAN into Global Lab and Live Trials

Crusoe Signs Multiyear Cloud Deal to Supply Perplexity With Nvidia GB300 GPUs

Crusoe Secures Reported $13B Jane Street Cloud Deal and Raises Over $3B at a $30B Valuation

Bitdeer Secures $400 Million Five‑Year Offtake for Malaysia AI Site

Oracle Prepares Fresh Layoffs as AI Data‑Center Buildout Loads Up Debt

CoreWeave Opens First Asia-Pacific Data Centers in Indonesia

Nscale to Buy Anyscale to Build an End-to-End AI Cloud

Nvidia Discloses 9.3% Stake as Nebius Secures $775M GPU‑Backed Loan

Meta in Early Talks to Lease Up to $10 Billion of AI Compute to Anthropic

Meta and Anthropic in Talks for Up to $10 Billion Compute Lease

CoreWeave Shares Fall as Investors Question Growth, Losses and Customer Risk

Meta Reported to Weigh Selling Spare AI Compute as CoreWeave Shares Slide

Jefferies Lifts IREN After Hyperscaler Deals but Flags Big Financing and Execution Tests

Amazon Explores Selling Trainium AI Chips to Third-Party Data Centers

CoreWeave Joins Nasdaq-100 as Bond Filings and Analyst Read‑Throughs Lift Shares

AMD and Rackspace Sign Definitive Deal for 30 MW Phased AI Compute Rollout

SanDisk Stock Hits Record High After Fresh Wall Street Upgrades

Bank of America Upgrade Sends Akamai to 26-Year High on AI Infrastructure Thesis