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 ...

Morgan Stanley projects a 33 GW power deficit for AI stocks through 2028, equal to roughly 34% of net chip demand, growing to ...

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 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 ...

Nscale is preparing for a New York Stock Exchange IPO targeting a valuation of roughly $30 billion to $35 billion, betting ...

The AI infrastructure operator is pairing low-coupon convertible debt with capped calls and a delayed equity program as it ...

Morgan Stanley says the AI power bottleneck is worse than you think. And it’s not just because data center firms are ...

SemiAnalysis has released the third edition of its ClusterMAX GPU-cloud rankings, elevating Nebius into the top Platinum tier alongside CoreWeave while delivering a sharply negative assessment of IREN ...

Rothschild & Co Redburn initiated coverage of Nebius (NASDAQ: NBIS) at Sell on Monday, with analyst Alex Haissl setting an $84 price target. The target is 62.42% below Nebius’ reported $223.54 opening ...