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Microsoft Accepts IREN’s First 50MW Horizon, Enabling Billing Under $9.7B Cloud Deal

The sign‑off starts IREN’s contractual service term, begins monthly invoicing, and shifts the company from construction toward revenue realization.

Oracle's AI Pivot Leaves $638 Billion Backlog but Raises Big Financing and Execution Questions

IREN Shortlisted for Reported Anthropic 1.4GW Australia Tender

Nebius Debuts AI Cloud 3.6 With Nebius Echo as It Accelerates Power and Data-Center Buildout

Cerebras Beats Q1 Estimates but Lowers 2026 Margins to Rent Systems for OpenAI Rollout

Jefferies Lifts IREN After Hyperscaler Deals but Flags Big Financing and Execution Tests

Nebius Joins Nasdaq‑100 as Eigen AI Deal Closes and Shares Reach Record Highs

Google Breaks Ground on Meitner Energy Center in Texas Panhandle

Wall Street Splits After Nebius’ Blowout Quarter

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

Bloom Energy Expands Oracle Deal to Supply Up to 2.8 GW for AI Data Centers

CoreWeave Faces Feb. 26 Earnings Test as Analyst Views Diverge

Blue Owl Disputes Report It Couldn't Finance $4 Billion CoreWeave Data Center

CoreWeave Investors Urged to Seek Lead Role in Securities Class Action Before March 13

Cisco 360 Partner Program Goes Live, Overhauling Incentives for the AI Era

CoreWeave Launches $2 Billion Convertible Notes Offering; Stock Drops on Financing Plan

BlackRock Says AI Capex Boom Still Building, Backs ‘Picks and Shovels’ Plays

CoreWeave Draws Split Calls as Backlog Strength Collides With Delays, Debt and Volatility

Nebius Taps Microsoft and Meta Megadeals to Expand Beyond Hyperscalers

CoreWeave Shares Drop Nearly 30% After Cutting 2025 Revenue Outlook to $5.1 Billion