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Anthropic Signs 12+ Preliminary U.S. Data‑Center Leases Totaling Over 1 GW

The company says the shift will cut cloud markups and secure cheaper long‑term compute as it prepares for a U.S. IPO.

Arista Seen as AI Networking Leader After Guidance Raises and Analyst Reassessments

Alphabet Raises $80 Billion to Accelerate AI Data‑Center Buildout

Applied Digital’s Q3 Revenue Surges on First Full Lease Quarter, Loss Deepens on $59.7 Million Charge

Oracle’s AI Cloud Push Meets Financing Scrutiny as Analysts Split on 2026 Outlook

Nebius’s Explosive Growth Tests Investor Nerves Over Losses and Spending

CoreWeave Rallies on Nvidia Beat, Then Retreats as Execution Risks Keep Shares Unsteady

GMI Cloud Unveils $500 Million Nvidia-Powered AI Factory in Taiwan Targeting March 2026 Launch

Cipher Mining Signs 15-Year $5.5 Billion AWS Lease to Power AI Shift