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AI Infrastructure

CoreWeave Data Centers Partnerships Google Cloud Meta Oracle Investment Azure OpenAI Meta Platforms Inc.

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

Rising capital spending has left Oracle with deeply negative free cash flow and a financing plan that raises credit risk for the company.

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

SoftBank Forms SB Neo to Rent U.S. AI Compute Next Fiscal Year

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

Nvidia Backs IREN With 5 GW AI Buildout and $3.4 Billion Cloud Contract

Nebius Heads Into Q1 Report With Shares Near Highs and a $46 Billion Backlog

CoreWeave Reports Record Q1 Sales as Loss Widens, Shares Fall on Soft Q2 Outlook

IREN to Acquire Mirantis in $625 Million All-Share Deal to Bolster AI Cloud

CoreWeave Q1 Results Due Thursday With Big Move Priced In