Cloud & Infrastructure
CoreWeave’s $104 Billion Backlog Is Also the Collateral for Its Debt
CoreWeave beat on nearly every line that Wall Street models and the stock jumped as much as 14% in extended trading. The number that deserves more…
Section
Cloud & Infrastructure
Data centers, cloud computing, and AI infrastructure
Cloud & Infrastructure
Bloom Energy Stock Surges 20% as Brookfield Expands AI Data Center Power Deal to $25 Billion
Bloom Energy just landed the kind of deal that turns a fuel cell company…
Business
Amazon Commits $48 Billion to India by 2030 as Andy Jassy Makes His First Visit as CEO
Amazon CEO Andy Jassy met Indian Prime Minister Narendra Modi on Thursday and announced…
AI
FERC Orders Six Grid Operators to Fast-Track AI Data Center Connections or Justify Current Rules
The federal government just gave America’s largest power grid operators a 60-day ultimatum: prove…
AI
AI Debt Boom: Morgan Stanley Projects $570 Billion in AI-Linked Borrowing in 2026
The AI infrastructure buildout is no longer being funded primarily from cash flow or…
Business
Oracle Q4 Earnings Beat Wall Street, but a $40 Billion Capital Raise Spooked Investors
Oracle just posted the kind of quarter most enterprise software companies dream about, and…
AI
Meta’s $200 Billion Hyperion Data Center Is Rewriting the Rules of AI Infrastructure
Meta is building the single largest artificial intelligence facility on Earth in rural Richland…
Cloud & Infrastructure
Ohio Suspends Data Center Tax Break After Costs Balloon 11x to $1.57 Billion, Voters May Ban Hyperscale Builds Entirely
Ohio Governor Mike DeWine ordered the state’s Tax Credit Authority to stop accepting new…
AI
Alphabet Announces Record $80 Billion Equity Raise to Fund AI Infrastructure, Stock Drops 4%
Alphabet just announced the largest equity capital markets transaction in history: an $80 billion…
Cloud & Infrastructure
Snowflake Stock Soars 36% as $6 Billion AWS Deal and Earnings Beat Reignite Its AI Growth Story
Snowflake stock jumped 36% after a Q1 beat, a raised forecast, and a five-year,…
Cloud & Infrastructure
Dell Q1 FY2027 Earnings Preview: A $43 Billion AI Server Backlog Meets the Gross-Margin Stress Test as DELL Nears a 52-Week High
Dell reports Q1 FY2027 Thursday with a $43 billion AI server backlog. The number…
AI
Anthropic and Microsoft in Talks for the Maia 200 Chip: Claude Inference Goes Custom as Nvidia Faces Its First Real ASIC Threat
Anthropic is in talks to run Claude on Microsoft's Maia 200 inference chip, a…
Analysis
Anthropic Rented Elon Musk’s Entire AI Supercomputer. The $4 Billion Math Made Both Sides Swallow Hard.
Anthropic just leased Elon Musk's entire Colossus 1 supercomputer in Memphis. The $4 billion-a-year…
AI
Datadog Stock Surges 31% On Q1 Earnings: How AI Workloads Just Became SaaS’s Best Friend (And Why Fortinet, DoorDash Are Riding The Same Wave)
AI
Microsoft May Drop 2030 Clean Energy Goal As AI Data Centers Blow Past Power Forecasts: What It Means For Climate Pledges Across Big Tech
AI
AMD Q1 2026 Earnings Crush Estimates: Data Center Revenue Hits $5.8 Billion, Stock Hits Record As Lisa Su Closes Gap With Nvidia
AI
Qualcomm Stock Surges 16% On Mystery Hyperscaler Custom Silicon Deal And $20 Billion Buyback
Analysis
Caterpillar Stock Hits Record High On $17.4 Billion Q1 Beat: How AI Just Turned A Construction Giant Into A Tech Trade
AI
Microsoft, Meta, Alphabet, Amazon Earnings Today: What Wall Street Wants To Hear On AI Spend And Cloud Growth
AI
Google’s New TPU 8 Chips Take Direct Aim at Nvidia With 3x Performance Gains
AI