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 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 ...
Enterprise AI accounts for $165 of the bank’s SpaceX valuation, while rockets contribute only $8. The model depends on compute, connectivity and Tesla’s physical-AI capabilities.
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 ...
Crusoe now employs more than 300 people across two Tulsa plants producing switchgear, controls and other electrical ...
This moratorium is the latest regulatory blow to Texas’s data center industry as the government wrestles with over 400 GW of ...