SemiAnalysis is forecasting an extraordinary 50 GW of data center buildout in 2027, a figure comparable to the industry's ...
IREN's $9.7 billion AI cloud agreement with Microsoft faces potential delivery delays following unconfirmed reports of ...
NextEra Energy reports Wednesday. BMO expects a quieter call focused on hedges, a derisked growth outlook and the pending ...
Piper Sandler trimmed targets by 14% to 24% across the four operators after a month in which their shares lost a third or ...
Bitdeer's contracted AI Cloud revenue jumped from $0.9 billion in August on A201 commitments in Johor, while ARR held at $86 ...
UK Power Networks reportedly told Nscale the Essex site would not get sufficient power until the early to mid-2030s. Microsoft was the 50 MW project's only announced customer, and Nscale filed for a ...
J.P. Morgan maintains Overweight on CoreWeave, arguing that pre-sold take-or-pay capacity and GPU recontracting support ...
JPMorgan and Wells Fargo believe the market overreacted to CoreWeave's debt burden in last week's selloff, as both companies ...
Fermi's fact sheet puts phase-one capex at roughly $2.2 billion to $2.8 billion and NOI margins at 75% to 80%. AMD's credit ...
Rosenblatt estimates Nebius has about a sixth of CoreWeave's active power today. It expects customer prepayments, new debt ...
The chipmaker's support covers the 222 MW TensorWave lease that Fermi needs to close and finance by October 31. A separate ...
KEEL Infrastructure’s (NASDAQ: KEEL) developer Quantm Group was granted land development approval on Tuesday by the Allentown Planning Commission for a data center in the county, per local reporting ...
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