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Data Centers

Brookings Analysis Says U.S. AI Buildout Will Need $10.3 Trillion and Could Spread Financial Risk

Complex outside financing that hides who holds the loans could expose banks, insurers or pension funds to large losses if AI revenues fall short.

Nvidia Says Chip Shipments Will Double as It Takes On $279 Billion in Supply Deals

Oracle Beats Estimates as AI Contracts Lift Backlog to $664 Billion

Nvidia Expands Into Financing While Reporting Record Data‑Center Sales

Nebius Prices $5 Billion Convertible Notes to Fund Multi‑GW AI Data‑Center Buildout

CoreWeave Raises Guidance After $2.58 Billion Quarter but Faces Heavy Capex and Debt

Arista Sits at Heart of AI Data-Center Buildout but Faces Concentrated Revenue Risk

Google Backs $15 Billion Loan Talks for Anthropic‑Linked Texas AI Campus

South Korea Secures Nearly $950 Billion in AI Partnerships With Global Tech Leaders

Alphabet’s AI Buildout Pushes Free Cash Flow Negative and Triggers Market Selloff

Alphabet Hikes 2026 Capex as Cloud Soars and Cash Falls Short

Nscale Secures $900 Million Revolving Credit Line From Major Global Banks

Qualcomm Repositions as AI Data‑Center Platform With Modular Acquisition

Hyperscalers Report Rapid AI Cloud Growth and Huge Contracted Backlogs as Tech Stocks Dip

IREN Accelerates Pivot to AI Cloud Backed by Nvidia, Microsoft and Major GPU Financing

Apollo Leads $35 Billion Funding Launch for Broadcom’s AI XPV Platform

CoreWeave Founders Have Sold $2.3 Billion of Stock as Shares Rally

EU Unveils Technological Sovereignty Package to Build Domestic Cloud, AI and Chips

Applied Digital Signs Second 300 MW, 15‑Year Hyperscaler Lease and Raises Contracted Revenue to $31 Billion

Ex‑OpenAI Researcher’s Fund Unveils $13.7 Billion Longs in Bitcoin Miners and Big Puts on Chip Stocks