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Cloud Computing

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CoreWeave Reports $99 Billion Backlog as Revenue Doubles and Losses Widen

Locked‑in demand for scarce GPU capacity promises years of growth but requires heavy capital and delays a path to profit.

Google Bets Billions on TPUs to Build a Blackstone‑Backed Neocloud

SanDisk Hits All‑Time High on AI Storage Demand and Price‑Target Upgrades

Amazon Raises $17.5 Billion to Fuel AI Push as Wall Street Backs Growth

IREN Enters Europe With Acquisition of Spain’s Nostrum

IREN Secures Transmission Link for 800MW Bundey AI Data Center Campus

Arm Shifts From IP Licensor to Seller With Its Own AGI Data‑Center CPU

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

Google Breaks Ground on $15 Billion AI Data Center Hub in Visakhapatnam

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