Infrastructure

Data Centers Oracle AI Infrastructure Amazon Web Services AI Solutions Meta AI Services AWS Azure CoreWeave

Meta in Early Talks to Lease Up to $10 Billion of AI Compute to Anthropic

The reported negotiations could show whether Meta can sell surplus data‑center capacity to outside AI developers without launching a full public cloud service.

5 ARTICLES

3w ago

Meta Hires Top AWS Executive to Run Meta Compute and Large-Scale Data‑Center Buildout

8 ARTICLES

4w ago

Flex to Spin Off Cloud and Power Infrastructure Unit Into Separate Public Company

6 ARTICLES

3mo ago

Lumen Named First Partner for AWS Interconnect – Last Mile, Now Live for U.S. Enterprises

5 ARTICLES

4mo ago

Jabil Lifts 2026 Outlook After Q2 Beat on Cloud and Data-Center Demand

6 ARTICLES

5mo ago

Oppenheimer Upgrade Lifts Oracle as It Advances $45–$50 Billion 2026 Funding Drive

4 ARTICLES

5mo ago

Meta’s 2026 AI Capex Via Nvidia Partners Elevates Nebius’s Prospects

4 ARTICLES

5mo ago

Equinix Raises 2026 Sales Outlook Above Estimates on AI Data-Center Demand

5 ARTICLES

8mo ago

Alphabet Wins Street-High $400 Target on AI Momentum

5 ARTICLES

8mo ago

CoreWeave Shares Fall on Reported Meta–Google TPU Talks as Debt Worries Mount

7 ARTICLES

8mo ago

CoreWeave Plunges After Guidance Cut Tied to Data‑Center Delays

4 ARTICLES

9mo ago

Alibaba’s Aegaeon Slashes LLM Inference GPUs by 82% in Peer-Reviewed Tests

8 ARTICLES

10mo ago

Oracle Sells $18 Billion in Bonds to Finance AI Data Centers

5 ARTICLES

10mo ago

Wells Fargo Upgrades CoreWeave, Lifts Target to $170 on Strengthening AI Demand

8 ARTICLES

10mo ago

Deutsche Bank Issues Short-Term 'Buy' on CoreWeave, Citing AI Demand

Infrastructure

Meta in Early Talks to Lease Up to $10 Billion of AI Compute to Anthropic

Meta Hires Top AWS Executive to Run Meta Compute and Large-Scale Data‑Center Buildout

CoreWeave Shares Fall as Investors Question Growth, Losses and Customer Risk

Digital Realty Buys Blackstone Stakes in Three Northern Virginia Data Centers

Microsoft and Oracle Leasing Talks Reportedly Collapse Over FedRAMP Dispute

Ellison’s Fortune Surges as Oracle Rally Pushes Him Up Global Rich List

Arista’s AI Networking Surge Runs Into Supply Limits

Flex to Spin Off Cloud and Power Infrastructure Unit Into Separate Public Company

Lumen Named First Partner for AWS Interconnect – Last Mile, Now Live for U.S. Enterprises

Jabil Lifts 2026 Outlook After Q2 Beat on Cloud and Data-Center Demand

Never miss stories about

Infrastructure

Oppenheimer Upgrade Lifts Oracle as It Advances $45–$50 Billion 2026 Funding Drive

Meta’s 2026 AI Capex Via Nvidia Partners Elevates Nebius’s Prospects

Equinix Raises 2026 Sales Outlook Above Estimates on AI Data-Center Demand

Alphabet Wins Street-High $400 Target on AI Momentum

CoreWeave Shares Fall on Reported Meta–Google TPU Talks as Debt Worries Mount

CoreWeave Plunges After Guidance Cut Tied to Data‑Center Delays

Alibaba’s Aegaeon Slashes LLM Inference GPUs by 82% in Peer-Reviewed Tests

Oracle Sells $18 Billion in Bonds to Finance AI Data Centers

Wells Fargo Upgrades CoreWeave, Lifts Target to $170 on Strengthening AI Demand

Deutsche Bank Issues Short-Term 'Buy' on CoreWeave, Citing AI Demand

Never miss stories about

Infrastructure