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Microsoft and Oracle Leasing Talks Reportedly Collapse Over FedRAMP Dispute

Government security rules can block fast capacity-sharing and so may slow how cloud companies secure AI compute.

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

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

IQM Raises $320 Million, Hits Unicorn Status, Targets U.S. Expansion

AWS Commits NZ$7.5 Billion to New Zealand Cloud Region as APAC Hub

Oracle Pledges $2 Billion to Boost German AI and Cloud Infrastructure

Oracle Shares Log Best Weekly Gain Since 2001 With Soaring Cloud Demand