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Data Centers

Alphabet Raises 2026 AI CapEx to $195–$205 Billion as Cloud Revenue Soars

The company is trading short‑term cash flow for large compute capacity to convert a roughly $514 billion cloud backlog into future revenue.

Nvidia Discloses 9.3% Stake as Nebius Secures $775M GPU‑Backed Loan

Oracle Shares Plunge After Debt Surge Raises Questions About AI Buildout

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

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

Bitdeer Names Michael Potter as CFO as It Shifts Toward AI Cloud Infrastructure

Google and Blackstone Launch $5 Billion AI Cloud Venture

SanDisk Shares Rebound as AI Storage Momentum and Long-Term Deals Reset the Stock

STMicroelectronics Tops Q1 and Raises Q2 Outlook as Demand Shows Early Rebound

Google Deepens Intel Deal for Xeon 6, Custom Data-Center IPUs

AI Infrastructure Race Accelerates: Nvidia Projects $1 Trillion Orders as Microsoft Tests Rubin Racks and Oracle Highlights $553 Billion Backlog

Nebius Prices Upsized $4 Billion Convertible Notes as Shares Rebound

CoreWeave Advances AI Cloud With Perplexity Deal as Evercore Cuts Target

Amazon Launches Up to $42 Billion Bond Sale for AI Infrastructure

IREN, CleanSpark Drop on Earnings Misses as Bitcoin Selloff Roils Miner Stocks

Global Software Selloff Deepens After Anthropic’s Enterprise AI Tools Jolt Markets

Oracle Plans Up to $50 Billion Raise to Finance AI Data‑Center Expansion

Oracle Sued by Bondholders Over Alleged AI Debt Disclosure Lapses

Microsoft Commits $17.5 Billion to Build AI and Cloud Infrastructure in India

Nvidia Becomes First Public Company Valued at $5 Trillion