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Situational Awareness Takes 5.6% Stake as Nvidia Praise Sends Nebius Stock Higher

Institutional buying plus public endorsement from Nvidia have boosted investor confidence in Nebius’s plan to scale to multigigawatt GPU capacity.

IREN Pushes Infrastructure-First AI Strategy as WhiteFiber Secures $160M NVIDIA Deal

Google and Blackstone Launch $5 Billion AI Cloud Venture

Meta Extends CoreWeave AI Cloud Pact to $21 Billion Through 2032

Oracle Names Hilary Maxson CFO as AI Data‑Center Spending Accelerates

Ironvine’s Q4 2025 Letter Sets Mid-Teens 2026 Earnings Outlook

Nebius Announces $3.75 Billion Convertible Debt Raise After Sealing Up to $27 Billion Meta AI Capacity Deal

Nebius Sinks 13% as Earnings Miss and $2.06B Q4 Capex Rattle Investors

AMD Tumbles After Muted Outlook, Extending Selloff Despite Strong Quarter

CoreWeave Won’t Raise $9 Billion Stock Offer for Core Scientific as ISS Urges ‘No’

Nvidia Deal Gives CoreWeave a $6.3 Billion Utilization Backstop Through 2032

OpenAI Expands Stargate With Five New U.S. Campuses as Nvidia Pledges Up to $100 Billion

Google to Invest $9 Billion in Oklahoma Data Centers for AI and Cloud Expansion

Amazon Commits $10 Billion to North Carolina AI Data Center Expansion

Oracle Secures $40 Billion Nvidia Chip Deal for OpenAI's Texas AI Hub

Microsoft Announces Major AI Investment in Germany