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Data Centers

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Navitas’ AI Pivot Lifts Shares in 2025 as Analysts Flag Revenue Declines Through 2026

Analysts expect the GaN and SiC transition to begin contributing meaningfully in 2027 as hyperscalers seek more efficient power solutions.

SoftBank in Talks to Acquire DigitalBridge, Sources Say

OpenAI and NextDC Sign MoU for A$7 Billion AI Supercluster in Sydney

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

Micron Winds Down Crucial Consumer Brand to Redirect Memory Supply to AI

Google Sets 2027 Launch for Space-Based AI Testbeds Under Project Suncatcher

Oracle Credit Risk Climbs to Three-Year High as Morgan Stanley Sees Further Strain

CleanSpark Posts Strong FY25, Misses Q4, Repays Bitcoin-Backed Debt as It Pivots to AI Data Centers

AI Data Center Boom Tests Power Grids as Construction Nears Peak

NIPSCO Details $7 Billion Buildout to Power Amazon Data Centers in Indiana

OpenAI Strikes U.S. Manufacturing Pact With Foxconn for AI Data-Center Hardware

Oklo Strikes Binding Siemens Energy Deal to Advance Aurora Powerhouse Build

Brookfield Launches AI Infrastructure Fund Targeting $10 Billion, Eyes Up to $100 Billion in Assets

Amazon Sells $15 Billion in First U.S. Dollar Bonds in Three Years

Google Pledges $40 Billion for Texas AI and Cloud Infrastructure Through 2027

Google Pledges $40 Billion for Three New Texas AI Data Center Campuses by 2027

CoreWeave Plunges After Guidance Cut Tied to Data‑Center Delays

ACS, BlackRock’s GIP Form 50/50 Venture for €2 Billion, 1.7 GW Data-Center Platform

Firmus Raises New Funding for Green AI Data Centers as Valuation Reports Diverge

Anthropic Commits $50 Billion to U.S. AI Data Centers With Fluidstack