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AI Infrastructure

Nebius Leaps on Blowout Quarter as It Lifts 2026 Power Target Beyond 4 GW

Analysts say the results shift Nebius from speculative buildout to executing on a pre-sold backlog.

Nvidia Backs IREN With 5 GW AI Buildout and $3.4 Billion Cloud Contract

Nebius Leans Into Full-Stack AI Push as Shares Consolidate on Dilution Overhang

AI Trade Stumbles as Oracle Miss and Broadcom Margin Warning Fuel Market Rotation