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Economist Tyler Cowen argues Nvidia's aggressive investments and financing of AI infrastructure make the boom durable rather than a bubble. By acting as a key backer for its ecosystem, Nvidia helps b…
AI growth faces mounting physical constraints, power bottlenecks, and unclear ROI. Nvidia faces rising financial risk as it backs customer data center leases, commits billions to related ventures, an…
Nvidia reported blockbuster Q2 earnings with significant revenue beats and a record market cap gain. Despite scaling back a controversial $500B financing deal for OpenAI, CFO Colette Kress defended t…
Meta is utilizing multi-billion-dollar joint ventures with Blue Owl Capital and BlackRock to finance massive AI data center projects off-balance sheet. While this reduces upfront capital strain, resi…
Hut 8 posted Q2 revenue of $74.9M (up 81.4% YoY) but missed estimates and reported a wider net loss due to unrealized crypto losses. Major AI data center financing progress ($7.5B) signals pivot towa…
Terawulf (WULF) stock fell after announcing a $3.5B debt raise for a Kentucky AI data center anchored by an Anthropic lease, compounded by New York's new moratorium on hyperscale data center permits,…
Meta shares dipped slightly ahead of strong quarterly earnings guidance, driven by rising advertising revenue, AI expansion, and a significant $29 billion financing round for data center growth.
TeraWulf shares surged after announcing a $500 million convertible bond offering, expanding a joint venture with Google-backed AI cloud platform Fluidstack, and preliminary strong Q3 results. Google …
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.