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Atreides’ Gavin Baker Says AI Bottleneck Trade Is Winding Down

Easing shortages in chips, power and cooling are pushing investors to back large cloud providers that can deliver AI at scale.

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Core Scientific to Convert Texas Mining Site Into 1.5GW AI Data Center Campus

Nebius to Build 310 MW AI Data Center in Finland Valued at Over $10 Billion

MARA Partners With Starwood to Convert U.S. Mining Sites Into Hyperscale AI Data Centers

Applied Digital Surges Before Q2 Results on AI Data-Center Momentum, Cloud Spin-Out