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AI Infrastructure

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Musk Says SpaceX Leased Colossus to Anthropic for Six Months

This raises questions about Anthropic's long-term access to scarce GPUs by highlighting investor exposure to SpaceX's AI losses.

Nokia Repriced as AI Infrastructure Bet After Big Rally

Wall Street Splits After Nebius’ Blowout Quarter

Rumble Misses Q1 Targets as Northern Data Deal Nears Close

Wedbush Lifts Oracle Price Target to $275, Citing AI Backlog

Nebius Raises 2026 Capex to $20–$25 Billion After Q1 Revenue Beat

CoreWeave’s Q1 Tops Forecasts as AI Backlog Nears $100 Billion

Nscale Secures $790 Million for Norway AI Data Center Expansion

Fortinet Soars After Beat-and-Raise Quarter, Lifts 2026 Outlook

CoreWeave Shares Rise After Citi Lifts Target to $155 on AI Demand

IREN Stock Jumps 7.5% as AI Cloud Pivot Draws New Buying

Google Says AI Now Generates 75% of Its New Code

Digital Realty Lifts 2026 Outlook After Record Q1 Leasing and Bigger Build Pipeline

CoreWeave Secures Megadeals, Lifts 2026 Sales Outlook to $12–$13 Billion

Bloom Energy Expands Oracle Deal to Supply Up to 2.8 GW for AI Data Centers

Alibaba Leads 2 Billion Yuan Round for ShengShu to Build a 'World Model' AI

Oracle Banks on $553 Billion AI Backlog as Debt and Layoffs Reshape Its Bet

Adani in Early Talks With Meta, Google and Flipkart on Data Center Partnerships

Bank of America Reinstates Buy on Oracle as AI Backlog Swells

Bank of America Reinstates Microsoft With $500 Target on AI and Cloud