Technology ❯ Cloud Computing ❯ AI Infrastructure

Data Centers

GPU Technology CoreWeave GPU Computing Market Competition Oracle Neocloud Services Nvidia Chips Oracle Corporation Amazon Web Services Nvidia Technology

6 ARTICLES

5d ago

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

The analyst note frames Microsoft and Nvidia contracts as commercial validation that could drive large recurring revenue while leaving the company to bridge a multibillion-dollar capital and buildout challenge.

13 ARTICLES

6d ago

CoreWeave Reports Record Q1 Sales as Loss Widens, Shares Fall on Soft Q2 Outlook

11 ARTICLES

2mo ago

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

8 ARTICLES

4mo ago

CoreWeave Faces Feb. 26 Earnings Test as Analyst Views Diverge

10 ARTICLES

4mo ago

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

3 ARTICLES

4mo ago

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

3 ARTICLES

4mo ago

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

13 ARTICLES

6mo ago

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

5 ARTICLES

6mo ago

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

8 ARTICLES

6mo ago

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

7 ARTICLES

6mo ago

Nebius Taps Microsoft and Meta Megadeals to Expand Beyond Hyperscalers

10 ARTICLES

7mo ago

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

9 ARTICLES

8mo ago

CoreWeave Executives Sell Over $1 Billion in Stock as AI Contracts Lift Backlog Past $50 Billion

3 ARTICLES

10mo ago

US Tech Giants Post Record Q2 Profits as Microsoft Tops $4 Trillion Valuation

5 ARTICLES

11mo ago

Bell and Cohere Launch Sovereign AI Platform on Canadian Data Centres

8 ARTICLES

11mo ago

Microsoft Cuts 15,000 Jobs to Fuel $80 Billion AI Push

Data Centers

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

CoreWeave Reports Record Q1 Sales as Loss Widens, Shares Fall on Soft Q2 Outlook

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

Never miss stories about

Data Centers

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

CoreWeave Executives Sell Over $1 Billion in Stock as AI Contracts Lift Backlog Past $50 Billion

US Tech Giants Post Record Q2 Profits as Microsoft Tops $4 Trillion Valuation

Bell and Cohere Launch Sovereign AI Platform on Canadian Data Centres

Microsoft Cuts 15,000 Jobs to Fuel $80 Billion AI Push

Never miss stories about

Data Centers