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CoreWeave Draws Split Calls as Backlog Strength Collides With Delays, Debt and Volatility

Investor focus is on whether a $55 billion backlog can outweigh delivery delays, heavy leverage and valuation risk.

Amazon Commits $3 Billion for New AI Data Center Campus in Warren County, Mississippi

Microsoft Launches In-House Superintelligence Bid as Suleyman Warns on Control

Foxconn Profit Beats Forecasts as AI Servers Become Its Top Business

Microsoft, G42 Unveil 200 MW UAE Data Center Expansion as U.S. Licenses Clear Nvidia Blackwell Shipments

Google to Invest $9 Billion in Oklahoma Data Centers for AI and Cloud Expansion

Nvidia Surges to $4.3 Trillion Valuation as U.S. Clears Path for China Chip Sales