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HIVE Secures $220 Million Three‑Year GPU Cloud Deal With Bell and Cohere

The contract validates HIVE’s shift into on‑shore AI compute by adding about $70 million in expected annual recurring revenue.

Jefferies Starts Coverage of IREN, Bulls AI Pivot but Flags Big Funding Task

Amazon in Talks to Sell Trainium Chips as Customers Shift from Nvidia

Jabil Raises 2026 Guidance as AI Orders Drive Capacity Buildout

CoreWeave Joins Nasdaq-100 as Bond Filings and Analyst Read‑Throughs Lift Shares

Microsoft and Oracle Leasing Talks Reportedly Collapse Over FedRAMP Dispute

Csquare Files Confidential S-1 to List on NYSE Under Ticker CSQR

AMD and Rackspace Sign Definitive Deal for 30 MW Phased AI Compute Rollout

Equinix Expands Cisco‑Nvidia Secure AI Factory Across Its Global Data Centers

Shareholders File Class Action Accusing Microsoft of Hiding Azure Slowdown and AI Costs

Oracle Reports $638 Billion AI Backlog as Shares Slide

Anthropic Signs 12+ Preliminary U.S. Data‑Center Leases Totaling Over 1 GW

Alphabet’s Transformation to an AI and Cloud Powerhouse Fuels a Yearlong Stock Surge

OPM Awards Oracle $395.8M Contract to Build Governmentwide HR Platform

Oracle Beats Estimates but $638 Billion AI Backlog and Huge Capex Plan Rattle Markets

SpaceX Recasts Itself as an AI‑Compute Provider With Major Google and Anthropic GPU Leases

Applied Digital Lands 15‑Year, 210 MW Take‑or‑Pay Lease at Delta Forge 2

Oracle Beats Q4 Estimates as Massive AI Backlog Grows and Company Plans $40 Billion Raise

CrowdStrike Raises Outlook After Record ARR and Cash Flow and Announces 4-for-1 Split

Snowflake Pushes to Be Enterprise AI Control Layer as Analysts Raise Price Targets