Section
Data centers, cloud computing, and AI infrastructure
A BlackRock-backed consortium is in exclusive talks for Stack's Asia-Pacific data centers at up to $25 billion. In May the same business was pitched above $30 billion.
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…
Bloom Energy just landed the kind of deal that turns a fuel cell company…
Amazon CEO Andy Jassy met Indian Prime Minister Narendra Modi on Thursday and announced…
