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Jefferies added Amazon to its Franchise Picks list, citing AWS reacceleration potential as AI capacity comes online. The analyst refresh targets AI infrastructure, digital advertising, and healthcare…
Germany plans to quadruple its AI data center capacity by 2030, favoring domestic and European investments while accelerating approvals, benefiting major AI infrastructure players like Alphabet (GOOG…
Meta signed a $27 billion, five-year deal with Nebius for AI infrastructure capacity, involving Nvidia's next-gen platform, prompting Nebius stock to surge premarket.
Meta has started a $10 billion data center project in Indiana to expand AI infrastructure, aiming for completion by 2027-2028. The self-funded initiative supports rapid AI capacity growth amidst risi…
Microsoft signed a $9.7 billion deal with IREN for Nvidia chips and data center capacity, addressing AI computing bottlenecks and reducing capital spending on infrastructure, with deployment planned …
Microsoft secured a $9.7 billion, five-year deal with IREN for Nvidia AI chips and data center access, accelerating AI growth with sustainable infrastructure.
Microsoft signed a $17.4B (expandable to $19.4B) five-year deal with Nebius for 100,000+ Nvidia GB300 chips to offload AI workloads to neoclouds, freeing Azure capacity to run OpenAI models amid surg…