Hut 8 had drawn nothing at closing. The four-year credit line gives it borrowing and letter-of-credit capacity for ...
Oracle sent a force majeure order to the developer of Project Jupiter in the face of multiple permitting delays.
Cipher Digital announced that it signed a $5.2 billion, 10-year extension for its 300 MW Fluidstack deal at Barber Lake on ...
SemiAnalysis reviewed 77 GPU cloud providers, testing managed clusters rather than data-center assets or credit quality. Its ...
Morgan Stanley maintained its Overweight rating and $300 price target on SpaceX (SPCX), arguing that collaboration with Tesla could strengthen the space company’s AI business. The target implies about ...
Morgan Stanley put a $300 price target on SpaceX, with the key to this growth lying in the AI company's synergies with its ...
Morgan Stanley projects a 33 GW power deficit for AI stocks through 2028, equal to roughly 34% of net chip demand, growing to ...
The AI infrastructure operator is pairing low-coupon convertible debt with capped calls and a delayed equity program as it ...
Nscale is preparing for a New York Stock Exchange IPO targeting a valuation of roughly $30 billion to $35 billion, betting ...
Morgan Stanley says the AI power bottleneck is worse than you think. And it’s not just because data center firms are ...