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Dan Loeb's Third Point disclosed holdings in Hut 8 shares and Riot Platforms debt. The article highlights execution risks in both firms' AI infrastructure buildouts, noting Riot delivered 25 megawatt…
Palo Alto CEO Arora warns neoclouds face a reckoning when GPU supply normalizes, threatening pricing power. However, he identifies Nebius Group as a durable 'neoscaler,' supported by massive contract…
IREN has delivered its first 50 MW 'Horizon' AI cloud deployment to Microsoft under a five-year, $9.7 billion agreement. Utilizing Nvidia GB300 GPUs, the direct-to-chip liquid-cooled facility expands…
Cogent CEO says AI is boosting internet traffic and wavelength demand, but GPU, power and data-center shortages will delay monetization for ~2 years. Company still seeks return to top-line growth aft…
Google signs 15-year power purchase agreement with Enlight Renewable Energy for 200 MWac solar generation from Oklahoma's Solstice project, supporting data center operations and expanding renewable e…
Blackstone commits $5 billion to a joint venture with Google to develop and rent AI-optimized data center capacity using Google's custom Tensor Processing Units instead of Nvidia chips.
NextEra Energy expands its partnership with Google Cloud to scale gigawatts of data center capacity and energy infrastructure across the U.S.
Microsoft plans major AI data center expansions and forecasts strong fiscal 2026 revenue growth, while Meta secures a $14.2 billion multi-year deal with AI infrastructure provider CoreWeave, signalin…
Private funding in Southeast Asia’s internet economy rose 15%, led by AI startups attracting a third of investments. Data center capacity is set to nearly triple, with Amazon and Microsoft investing …
Aixia's strong Q3 revenue growth, focused on AI infrastructure and AI-as-a-Service, benefits from NVIDIA's expanded AI portfolio, driving EBITDA gains despite capital-intensive investments and cautio…