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Georgia regulators cleared Georgia Power to serve a 3.2-gigawatt OpenAI data center project under a 25-year contract. The agreement includes up to 1 gigawatt of flexible demand response, reinforcing …
IREN is pivoting from Bitcoin mining to AI cloud infrastructure, securing $4 billion in contracted revenue, including capacity delivered to Microsoft. Despite recording a $684 million quarterly net l…
Microsoft accepted IREN's 50 MW Horizon 1 AI data center deployment, achieving a key milestone in their $9.7 billion partnership. The facility also secured Nvidia Exemplar Cloud validation, confirmin…
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…
DA Davidson cut Nebius' price target 30% to $175 on Vineland, NJ data-center delays, potentially affecting 2026 capacity delivery to Microsoft, though impact on MSFT appears minor and indirect.
Microsoft has secured a 20-year natural gas supply agreement with Chevron to power 'Project Kilby,' a massive 2.7-gigawatt data center in Texas. This move highlights Microsoft’s aggressive infrastruc…
Microsoft has entered a 20-year agreement with Chevron to power a new AI data center in West Texas using dedicated natural gas electricity. The project, 'Kilby,' aims to address surging AI energy dem…
Rising energy costs from the Middle East crisis threaten AI investment plans for Microsoft, Amazon, Google, and Meta, risking reduced capital expenditures and a market correction in early 2026.
Crusoe announced a 900 MW AI factory campus in Texas to support Microsoft’s AI infrastructure, with construction underway and first building operational by mid-2027.
Microsoft secured a lease for a major Texas AI data center project after Oracle and OpenAI exited talks, signaling strong investment in AI infrastructure amidst growing demand for computing power.
Nebius secured massive multi-billion dollar AI infrastructure deals with Microsoft and Meta, signaling strong growth and leadership in AI compute with massive revenue projections and strategic partne…
Microsoft, Nvidia, and Caterpillar team to deploy 1.35GW of Nvidia Vera Rubin GPUs at a flagship AI factory in West Virginia, starting late 2027 in multiple tranches.
Microsoft is advancing talks to lease significant capacity at the Stargate data center, a major AI infrastructure project, reflecting strong demand for AI computing power alongside Meta and others.
Microsoft is planning to lease large data center capacity at a key AI site in Texas after Oracle abandoned it, signaling strong investment in AI infrastructure amid competitors like Meta also eyeing …
The White House urges Microsoft and Alphabet to commit to absorbing AI data center costs to prevent consumer electricity bill hikes amid rising utility prices, aiming to balance AI growth support wit…
Tech giants Alphabet, Microsoft, Meta, and Amazon increase AI and hardware spending to secure long-term dominance amid intensifying competition, with Alphabet raising 2026 capex estimates significant…
Meta and Tesla ramp AI spending significantly, boosting growth prospects. Microsoft maintains strong AI infrastructure investments. Fed's rate hold and upbeat economic outlook ease market fears despi…
Microsoft and Meta are increasing AI infrastructure spending, boosting Nvidia's chip demand. Nvidia hits highs amid strong capital expenditures and robust AI compute needs, while Microsoft and Meta s…
Microsoft unveiled a community-focused AI infrastructure plan emphasizing sustainable datacenters, local job creation, water conservation, and tax contributions to support public services, signaling …
Microsoft launched a five-pillar Community-First AI Infrastructure plan to address local concerns about energy, water, taxes, jobs, and transparency amid share weakness and AI data center expansion.