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IREN Shifts From Bitcoin Mining to AI With $4 Billion of Contracted ARR and $25–30B Build Plan

Financing plus timely delivery plus customer acceptance will determine whether the contracted GPU capacity converts into GAAP revenue

Lambda Raises $1 Billion in Private Debt to Buy Nvidia GPUs for Microsoft Lease

Nebius’s Breakout Quarter Exposes Rapid Demand and Heavy Financing Risks

Microsoft Accepts IREN’s First 50 MW AI Site After Nvidia Grants Exemplar Status

Oracle Stock Plunges as Credit Cut Raises Pressure on AI Data‑Center Build-Out

Nscale Secures $900 Million Revolving Credit Line From Major Global Banks

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

CoreWeave Joins Nasdaq-100 After Rapid GPU-Powered Growth

CoreWeave Faces Insider Selloff as It Funds Massive AI Data-Center Buildout

Apple Asks Google to Host Gemini‑Powered Siri as Private Cloud Comes Up Short

Nebius Rallies After Q4 Revenue Spike as Analyst Opinions Split

CoreWeave Faces Timing Delays, Debt Questions as Bulls Lean on Nvidia Ties

CoreWeave Stock Slides Below $70 as AI Infrastructure Risks Come Into Focus

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

Nebius Pushes Into Open-Model AI With Token Factory as Hyperscaler Deals Mount

CoreWeave to Acquire Monolith AI, Extending Its Cloud Into Industrial R&D

CoreWeave Lands Up to $14.2 Billion Meta AI Cloud Deal, Shares Jump

Nebius Secures Multibillion Microsoft GPU Deal, Northland Lifts Target to $206

JP Morgan Downgrades IREN After Blistering AI-Cloud Rally

IREN Doubles AI Cloud to 23,000 GPUs With $674 Million Order