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Nutanix reported strong Q4 fiscal 2026 results with record quarterly revenue of $757 million, beating guidance. The company highlighted strategic enterprise AI partnerships, including expanding suppo…
B. Riley reiterated Buy on Riot Platforms ($28 target, 44% upside) after Riot signed a 20-year, $9.1B AI data-center lease with Anthropic and expanded AMD's footprint at Rockdale, boosting recurring …
Rackspace signed a definitive AMD deal to deploy 30MW of AMD Instinct GPU/EPYC CPU compute capacity by 2028, targeting $450-600M annual revenue with 50%+ EBITDA margins, validating AMD's enterprise A…
Riot Platforms stock jumped 9% after signing a $9.1B, 20-year AI data center lease, likely with Anthropic. Q2 revenue rose 14% YoY, highlighting Riot's shift from bitcoin mining to AI infrastructure …
Riot Platforms surged 17% after securing a 20-year, $9.1B Anthropic AI data center lease, pivoting from Bitcoin mining to AI infrastructure. Analysts raised price targets despite a $237M quarterly lo…
Riot Platforms stock jumped 17% after signing a $9.1B, 20-year data center lease with an AI firm (reportedly Anthropic), highlighting bitcoin miners' pivot to AI infrastructure amid crypto's slow dem…
Anthropic signed a $9.1B, 20-year deal with bitcoin miner Riot Platforms for 191MW of AI data center capacity, boosting Riot's total AI revenue to $9.8B. AMD and Nvidia-backed ventures also feature i…
Meta raises 2025 capex guidance to $130B for AI compute, balancing leasing/monetizing capacity with aggressive data center expansion. Zuckerberg defends long-term investment strategy amid investor sc…
Core Scientific announced a significant 15-year partnership with AMD for data center capacity, starting with 530 megawatts and potentially expanding by 2 gigawatts. This deal represents over $14 bill…
Astera Labs unveiled expanded 200G Taurus product line with 3.2T Smart Retimers/Redrivers for AI infrastructure, boosting ALAB stock despite recent valuation-driven declines. AMD and hyperscalers ben…
Meta expects solid Q3 2025 ad revenue growth and stronger gains from other segments, backed by a $30B financing for its Hyperion AI data center and a new data center partnership with AMD.
Saudi AI firm Humain will import 18,000 Nvidia AI units for new Riyadh and Dammam data centers, pending US approvals; sites target early 2026 operations and scale to 1.9 GW by 2030, with AMD joining …