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Oracle Posts Strong Cloud Quarter While Carrying Massive Debt Load

Heavy borrowing to build AI infrastructure raises the risk that a drop in demand or partner failures could undermine Oracle’s rollout.

Crusoe Raises $3.9 Billion to Scale AI Data Centers and Modular Spark Factories

Nscale Appoints Fidji Simo to Board as It Prepares U.S. IPO

Amazon Plans $220 Billion 2026 Spend to Build Out AWS AI Infrastructure

Nscale Seeks $3.5 Billion Pre‑IPO Round Backed by Nvidia and Third Point

Nscale Commits $3.5 Billion to Figure and Plans Up to 100,000 GPUs

Tepper’s Appaloosa Sells Whole SanDisk Stake and Pivots Into AI Infrastructure

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

Blue Owl Leads $2.4 Billion Asset‑Backed Loan to Fund IREN’s Mackenzie GPUs

RUM Group Signs $13.7 Billion Six‑Year GPU Services Deal

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

Tepper Sells Entire SanDisk Stake and Shifts Appaloosa Into AI Infrastructure

Cerebras Posts Explosive Cloud Growth but GAAP Margins Plummet

IBM Signs $240 Million Deal With Together AI to Build Nvidia‑Powered Inference Cluster

Fermi Signs 15‑Year, $6.5 Billion Lease With TensorWave for Project Matador

Meta Says Buyers Are Offering to Pay a Premium for Its AI Compute

Berkshire Builds Roughly $30 Billion Stake in Alphabet as Leadership Shifts to Abel

Alphabet Raises 2026 AI CapEx to $195–$205 Billion as Cloud Revenue Soars

Microsoft Signs Multibillion Deal to Use Mistral’s European AI Compute

Nvidia Discloses 9.3% Stake as Nebius Secures $775M GPU‑Backed Loan