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Atreides’ Gavin Baker Says AI Bottleneck Trade Is Winding Down

Easing shortages in chips, power and cooling are pushing investors to back large cloud providers that can deliver AI at scale.

Core Scientific to Convert Texas Mining Site Into 1.5GW AI Data Center Campus

Nebius to Build 310 MW AI Data Center in Finland Valued at Over $10 Billion

MARA Partners With Starwood to Convert U.S. Mining Sites Into Hyperscale AI Data Centers

Applied Digital Surges Before Q2 Results on AI Data-Center Momentum, Cloud Spin-Out