Section
Data centers, cloud computing, and AI infrastructure
CoreWeave's CEO says its $104 billion backlog more than covers its debt. Its Q2 filing shows the cash arrives only after more borrowing, now near 15%.
Cloudflare's Accountable designation decides which AI crawlers keep reading your site. Microsoft holds it…
The Office of Strategic Capital would make its largest ever loan to Fluidstack, funding…
Microsoft's reported 38 gigawatt capacity target has been written up as an announcement. The…
Oracle reports first-quarter fiscal 2027 results on Thursday, and nearly every preview written this…
Crusoe closed more than $3 billion at roughly a $30 billion valuation, nearly tripling…
Every preview of Dell Technologies’ fiscal second quarter, which the company reports after the…
Nvidia said on Monday it will guarantee up to $105 billion in financing for…
Baidu reported second-quarter revenue of RMB 31.3 billion on Tuesday, down 4% from a…
CoreWeave beat on nearly every line that Wall Street models and the stock jumped…
Cisco reports fourth-quarter and full-year fiscal 2026 results after the close today, with the…
TikTok’s parent company just made the largest single infrastructure bet in Latin American history,…
Mark Zuckerberg spent more than $60 billion building AI infrastructure nobody outside Meta could…
