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Infrastructure

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

The report helps explain Oracle’s swelling backlog, with investors pricing in outsized growth despite unresolved feasibility questions.

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

Google Lifts TeraWulf Backstop to $3.2 Billion as Fluidstack Adds 160 MW at Lake Mariner

Trump and McCormick Lock In $70 Billion for AI and Energy Projects in Pennsylvania

CoreWeave’s Acquisition Talks Send Core Scientific Shares Soaring

Amazon Commits $10 Billion to North Carolina AI Data Center Expansion