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Nvidia Invests $2 Billion in Nebius to Speed AI Data-Center Buildout

The investment gives Nebius early access to Nvidia’s next-generation Vera Rubin chips to accelerate expansion.

Qatar Helium Shutdown Tightens Supply as Prices Jump, Putting Chipmakers on Alert

AMD's Lisa Su to Visit South Korea for Talks on HBM Supply With Samsung, Naver

Mississippi Regulators Approve xAI’s 41-Turbine Gas Plant for Southaven Data Hubs

Nscale Raises $2 Billion at $14.6 Billion Valuation to Scale AI Data Centers

SanDisk Jumps 12% on AI-Driven Memory Shortage After Big Earnings Beat

OpenAI Secures $110 Billion From Amazon, Nvidia and SoftBank at $730 Billion Valuation

Hyperscalers Set $655 Billion AI Spend for 2026 as Power Becomes the New Bottleneck

Smartphone Shipments Set for Record 2026 Slump as AI Soaks Up Memory Supply

Meta Strikes Multi-Year, Multibillion-Dollar Deal to Rent Google TPUs

Stargate AI Buildout Stumbles as Partner Disputes Drag On and Financing Doubts Mount

Bitdeer Empties Bitcoin Treasury, Prices $325 Million Notes to Fund AI/Data Center Push

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

AI Memory Crunch Forces Vendors to Rewrite Terms as Consumer Prices Climb

Data Center Backlash Intensifies as States Weigh Pauses and Congress Targets Power Costs

Applied Digital Kicks Off Delta Forge Build as Analysts Lift Targets on Hyperscaler Talks

AMD’s AI Systems Push Draws New Skepticism as Analyst Starts Coverage at Neutral

Western Digital’s 2026 Hard-Drive Output Is Sold Out as AI Datacenters Lock In Supply

Micron Says AI Memory Demand Will Exceed Supply Through 2026 as HBM4 Ships Ahead of Plan

GlobalFoundries Guides Above Street, Announces $500 Million Buyback After Q4 Beat