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CoreWeave Highlights $30.1 Billion Backlog, Maintains $20–$23 Billion 2025 CapEx Plan

The enlarged contract pipeline signals sustained demand despite elevated capital needs.

Oracle’s AI Cloud Backlog Soars as Analysts Tout TikTok Tie-Up and Caution on Costs

IREN Doubles AI Cloud to 23,000 GPUs With $674 Million Order

Oracle Installs Clay Magouyrk and Mike Sicilia as Co-CEOs; Safra Catz Becomes Executive Vice Chair

Deutsche Bank Issues Short-Term 'Buy' on CoreWeave, Citing AI Demand

Oracle in Talks to Supply Meta $20 Billion in AI Cloud Capacity

Netskope Soars in Nasdaq Debut After $908 Million IPO at Top of Range

Google and PayPal Strike Multiyear Deal to Embed PayPal Across Google and Build AI-Driven Commerce

Bloom Energy Climbs to Records as Analysts Tout Oracle Deal and AI Power Demand

CoreWeave Rallies on $6.3 Billion Nvidia Backstop for Unsold Cloud Capacity

Nebius Closes $4.16 Billion Financing After Microsoft AI Capacity Deal, Speeds Vineland Buildout

Nvidia Sets New Highs as Oracle’s $455 Billion Backlog Validates AI Infrastructure Boom

Oracle’s AI Cloud Boom Ignites Record Rally as Ellison Briefly Tops Wealth Rankings

Broadcom’s Q3 Tops Estimates as AI Sales Surge and Fourth Hyperscaler Places Production Orders

WSJ: OpenAI to Buy $300 Billion of Oracle Compute in Five-Year Deal

Gartner Sees 35% of VMware Workloads Leaving by 2028 as Licensing Shift Reshapes Options

Oracle’s AI Cloud Boom Propels Ellison Briefly to No. 1 as Shares Score Biggest Jump Since 1992

Alibaba Prices $3.2 Billion Zero‑Coupon Convertibles at 31% Premium

CoreWeave Launches Venture Arm as AI-Cloud Tailwinds Lift Shares

Google Makes Multicloud Data Transfers Free in EU and UK as Data Act Nears