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Meta Adds $21 Billion CoreWeave Contract To Lock In AI Compute

The pact signals a push to secure scarce Nvidia-powered capacity through long deals with specialist clouds.

Jabil Lifts 2026 Outlook After Q2 Beat on Cloud and Data-Center Demand

Oppenheimer Upgrade Lifts Oracle as It Advances $45–$50 Billion 2026 Funding Drive

Meta’s 2026 AI Capex Via Nvidia Partners Elevates Nebius’s Prospects

Equinix Raises 2026 Sales Outlook Above Estimates on AI Data-Center Demand

Alphabet Wins Street-High $400 Target on AI Momentum

CoreWeave Shares Fall on Reported Meta–Google TPU Talks as Debt Worries Mount

CoreWeave Plunges After Guidance Cut Tied to Data‑Center Delays

Alibaba’s Aegaeon Slashes LLM Inference GPUs by 82% in Peer-Reviewed Tests

Oracle Sells $18 Billion in Bonds to Finance AI Data Centers

Wells Fargo Upgrades CoreWeave, Lifts Target to $170 on Strengthening AI Demand

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

IQM Raises $320 Million, Hits Unicorn Status, Targets U.S. Expansion

AWS Commits NZ$7.5 Billion to New Zealand Cloud Region as APAC Hub

Oracle Pledges $2 Billion to Boost German AI and Cloud Infrastructure

Oracle Shares Log Best Weekly Gain Since 2001 With Soaring Cloud Demand

TCS Embraces Generative AI with Enterprise Platform and Hybrid Human-AI Workforce

CoreWeave Stock Soars 21% on Nvidia Rack Shipment Breakthrough and Government Affairs Hire

CoreWeave Stock Surges After Microsoft and Meta Reaffirm AI Investment Plans

Microsoft Expands European Cloud Infrastructure with $10B Annual Investment