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Nebius Leans Into AI Expansion After Blowout Quarter as Backlog Nears $50 Billion

Pre-sold hyperscaler contracts backed by new funding lower execution risk.

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Nebius Raises 2026 Capex to $20–$25 Billion After Q1 Revenue Beat

Accenture Teams With OpenAI to Speed AI Adoption Across U.S. Agencies

OpenAI–Microsoft Deal Caps Revenue Share at $38 Billion, Shifts to Non-Exclusive Licensing

Red Hat Debuts Desktop and Secure Dev Tools to Move Agentic AI Into Production

IREN Shares Fall After $2 Billion Convertible Plan Tests Nvidia Partnership Rally

CoreWeave Stock Falls After Soft Q2 Outlook Misses Wall Street Targets

Amazon’s AWS Momentum and New Logistics Push Bolster $200 Billion AI Bet

Alphabet’s AI-Fueled Quarter Puts Nvidia Within Reach

Nebius Sets New High on $643 Million Eigen AI Deal

IREN Jumps After Sweetwater 1 Connects to Texas Grid Ahead of May 7 Earnings

IPO Plans by SpaceX, OpenAI and Anthropic Challenge Index Orthodoxy

Amazon Sharpens AI and Robotics Push After Strong Quarter

SpaceX IPO Filing Says Only Class B Holders Can Remove Musk

AWS Will Resell OpenAI After Microsoft Ends Exclusivity

FDA Launches First Real-Time Clinical Trial Pilot With AstraZeneca and Amgen

China Expands Economic Pressure Tools During Trade Truce With U.S.

VivoPower Opens Tenant Bidding for 41.5MW Norway Data Center as Shares Jump 16%

Nebius Rally Faces Valuation Test as Growth Bets Swell

Microsoft's AI Bet Faces Earnings Test As Azure Capacity Caps Growth