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Cloud Computing

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Arm Hits Record High After Bernstein Issues $300 Target

Bernstein said Arm’s growing AGI‑CPU commitments and rising data‑center royalties support a higher valuation.

Microsoft–G42 Kenya Data Center Plan Stalls Over Power, Payment Demands

Box Elder County Backs 40,000-Acre AI Data Center as Water Fight Intensifies

Bank of America Upgrades Nokia to Buy on Optical and AI Data-Center Thesis

IRGC Threatens Abu Dhabi 'Stargate' AI Hub Linked to U.S. Tech Firms

Lumentum to Scale U.S. AI Lasers at Newly Acquired Greensboro Plant

Oracle Cuts Jobs as It Pours Money Into AI Data Centers

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

Nvidia to Invest $2 Billion in Nebius to Speed AI Data-Center Buildout

Microsoft and Meta Add Nearly $50 Billion Each in Future Data-Center Leases

Oracle Reaffirms 4.5GW AI Build as Abilene Expansion Lease Falls Through

CoreWeave Draws Fresh Buy Ratings as Securities Lawsuit Lands Ahead of Feb. 26 Update

U.S. Weighs Tariff Carve-Outs for AI Giants Linked to TSMC’s U.S. Build-Out

Deutsche Telekom Switches On €1 Billion Nvidia‑Powered AI Data Center in Munich

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

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