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Alphabet’s $185 Billion Capex Plan Lifts Broadcom as Analysts Boost AI Chip Outlook

Google’s record investment signals stronger demand for custom AI hardware that favors Broadcom’s TPU partnership.

Mount Pleasant Approves Microsoft Plans for 15 More Data Centers

Guggenheim Reaffirms Oracle as ‘Best Idea’ With $400 Target as Cramer Calls It a Linchpin

Michigan AG Seeks Rehearing on DTE Power Contracts for 1.4-GW AI Data Center

CoreWeave Soars After DOE Genesis Mission Win as Citi Reinstates Buy

TotalEnergies Signs 21-Year Solar PPA to Power Google Data Centers in Malaysia

Sam Altman’s Talks to Take Control of Rocket Startup Stoke Space End With No Deal

Regulators Set Dec. 3 Hearing on DTE Deal for OpenAI–Oracle Data Center as Incentive Rules Face Fresh Challenge

Google Signs 15-Year Deal for 100 MW From Arkansas Solar Farm to Supply MISO Data Centers

TotalEnergies to Supply Google 1.5 TWh of Solar Power Under 15-Year PPA

Lumentum Jumps to 52-Week High After Earnings Beat, Raised Guidance

Governors Pitch Fast-Track PJM Rule for Data Centers That Add Matching Generation

Nokia Posts AI-Driven Beat as CEO Calls It a Supercycle

Aligned Taps On-Site 31‑MW Battery to Speed Pacific Northwest Data Center Interconnection

Oracle, OpenAI Confirm $15 Billion ‘Lighthouse’ Data Center Campus in Port Washington

OpenAI’s 26-GW Chip Commitments Boost Supplier Outlook, Expose Financing and Power Hurdles

Applied Digital Hits Record High After Revenue Beat and $11 Billion CoreWeave Expansion

Google Breaks Ground on $4 Billion AI Data Center Campus in West Memphis

TeraWulf Lines Up $3 Billion Debt Deal for Data-Center Expansion With Google Backing

Meta Lifts Montgomery Data Center Investment to $1.5 Billion