Technology ❯ Artificial Intelligence ❯ Cloud Computing

Infrastructure

Data Centers Partnerships GPU Computing AI Models OpenAI Amazon Web Services AI Workloads Oracle Cloud Infrastructure CoreWeave AI Infrastructure

CoreWeave Shares Slide After Analyst Downgrades as Funding Questions Mount

Analyst downgrades have focused attention on how CoreWeave will finance a planned $31–$35 billion 2026 buildout.

IREN Signs $2.8 Billion in AI Cloud Deals, Raises 2026 ARR Target

Nvidia Discloses 9.3% Stake as Nebius Secures $775M GPU‑Backed Loan

Fred Alger Says Q2 Rally Lifted Funds as SIMO and CDNL Drove Gains and FBRX Held Back Returns

IREN Lands $2.8 Billion in AI Cloud Contracts and Raises 2026 ARR Target Above $4 Billion

SpaceX–Foxconn $52 Billion Server Order Report Circulates Without Confirmation

CoreWeave Shares Slide as Heavy Insider Selling and Execution Risks Shake Investor Confidence

Citi Forecasts $801 Billion in AI Capex for Alphabet, Meta and Amazon by 2027

Nebius Debuts AI Cloud 3.6 With Nebius Echo as It Accelerates Power and Data-Center Buildout

Nvidia Launches Revenue‑Sharing Program to Finance Large‑Scale AI DSX Factories

Analysts Lift CoreWeave Targets After Bond Disclosures Suggest Bigger Backlog

IREN Pushes Global AI Buildout After $3.65B GPU Financing While Wall Street Remains Divided

Rumble Acquires Northern Data and Creates Quake AI Division

TensorWave Raises $350 Million Series B at $1.55 Billion to Scale All‑AMD AI Cloud

Oracle Beats Q4 Estimates as Massive AI Backlog Grows and Company Plans $40 Billion Raise

Nebius Commits £1.7 Billion to Expand UK AI Capacity to 65 MW

Situational Awareness Takes 5.6% Stake as Nvidia Praise Sends Nebius Stock Higher

Nebius Leaps on Blowout Quarter as It Lifts 2026 Power Target Beyond 4 GW

Nebius Raises 2026 Capex to $20–$25 Billion After Q1 Revenue Beat

IREN Shares Fall After $2 Billion Convertible Plan Tests Nvidia Partnership Rally