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VNET Group’s Wholesale Pivot Boosts Revenue and Adjusted EBITDA

Large AI and hyperscaler orders are driving stronger margins as the company funds an aggressive 2026 build-out to meet customer commitments.

Applied Digital Secures $300 Million Goldman-Led Bridge for Third AI Data Center

Oracle Banks on $553 Billion AI Backlog as Debt and Layoffs Reshape Its Bet

Texas Instruments Guides Q1 Above Estimates on AI and Industrial Strength

Super Micro Stock Tests Support as AI Bull Case Meets Margin Pressure

Riot Posts Record Q3 Revenue and Surprise Profit, Kicks Off 112 MW Data Center Build

Dell Raises Profit Guidance as AI Server Orders Surpass $12 Billion