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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.

Nvidia Pours $2 Billion Into CoreWeave, Lifting Stake to 11.5% to Back 5 GW AI Buildout

Alibaba Forms 250 Million Yuan Nuclear JV With China National Nuclear Power for AI Energy

CoreWeave Jumps After CEO Rejects Nvidia Financing Claims as AI Chip Signals Boost Sentiment

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

Benchmark Lifts Hut 8 Price Target to $85 on Google-Backed AI Data Center Deal

CoreWeave Launches $2 Billion Convertible Notes Offering; Stock Drops on Financing Plan

CoreWeave Slips on Data‑Center Delay as Wall Street Cuts Targets and Bridgewater Buys

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

CoreWeave Extends Credit Line to $2.5 Billion as Stock Halves After Guidance Cut

Google’s Christmas Island Plans Disputed as Company Denies AI Data Center

Nvidia and Deutsche Telekom Launch €1 Billion Industrial AI Cloud in Germany

AWS Puts $11 Billion Rainier AI Supercluster Online in Indiana

AWS Leads $9 Billion Investment Wave in Korea With $5 Billion AI Data Center Pledge

Report: Microsoft, AWS and Google Plan to Move Hardware and Server Production Out of China by 2026

IREN Hits New Highs on AI Pivot With 11,000‑GPU Contracts and $875 Million Notes

Marvell Leans Into AI Infrastructure as Guidance Points to Second‑Half Reacceleration

OpenAI Launches First Overseas Stargate AI Campus in UAE

U.S. Partners with Gulf States on AI Infrastructure, Reversing Export Restrictions