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Hyperscalers Set Record 2026 AI Capex as Markets Question the Payoff

Investor skepticism over payback is pressuring Big Tech shares.

Micron Target Lifted to $450 on Soaring DDR5 Prices, Tight DRAM Supply

Hyperscalers Lift 2026 AI Budgets to $650 Billion, Sharpening Nvidia’s Edge

Alphabet’s 100-Year Sterling Bond Draws Heavy Demand as AI Debt Risks Flash

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

Mistral to Invest €1.2 Billion in Swedish AI Infrastructure With EcoDataCenter

Anthropic Pledges to Cover Grid Upgrades and Consumer Price Impacts From Its U.S. Data Centers

Alphabet Raises Nearly $32 Billion in Global Bonds, Including a 100-Year Note, to Fund AI Buildout

Firmus Secures $10 Billion Blackstone-Led Debt for Australia AI Data-Center Buildout

Applied Digital Secures $50 Million for Data-Center Buildout as Stock Surges

Super Micro Raises Outlook as AI Server Demand Surges and Shares Whipsaw

Bitfarms to Redomicile to U.S. and Rebrand as Keel in Pivot to AI Data Centers

Oracle Maps $45–$50 Billion 2026 Raise for AI Data Centers as Markets Whipsaw

CoreWeave Soars on Nvidia’s $2 Billion Backing as Wall Street Splits on Outlook

Nvidia Tightens Grip on AI Supply Chain as TSMC’s Top Customer, Backlog Grows

Toto Shares Jump as Analysts Spotlight Its Role in AI-Driven Chipmaking

OpenAI Vows Stargate Campuses Won’t Raise Local Power Bills

SanDisk Soars as Wall Street Hikes Targets on 'Unprecedented' NAND Shortage

Microsoft Pledges to Cover Local Grid and Water Impacts From AI Data Centers

Oracle Sued by Bondholders Over Alleged AI Debt Disclosure Lapses