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Infrastructure

Foxconn and Schneider Electric Announce Collaboration on Rack‑Scale AI Data Centers

The firms say they will co‑develop integrated power, cooling and reference architectures to speed customer deployment of high‑density AI capacity.

IREN Signs $1.6 Billion Dell Deal to Buy Nvidia Blackwell Systems

Micron Joins $1 Trillion Club After UBS Triples Price Target

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

Nebius Signs 10‑Year, Up‑to‑$2.6 Billion Deal With Bloom Energy for Onsite Fuel Cells

Nvidia and Corning to Build Three U.S. Optics Plants for AI Data Centers

Bitfarms Confirms Full Bitcoin Exit and Rebrand to Keel in AI Data‑Center Pivot

Bell to Build $1.7 Billion, 300‑Megawatt AI Data Centre Near Regina With Cerebras and CoreWeave

OpenAI and Oracle Scrap Abilene Stargate Expansion as Meta Weighs Lease After Nvidia Deposit

AI Spending Surges Into 2026 as Nvidia Signals Relentless Demand

Applied Digital to Merge Cloud Unit With Ekso Bionics to Create ChronoScale, Retaining 97% Stake

Funding Setback Tests Oracle’s AI Push as TikTok JV Reports Lift Shares

Hut 8 Strikes Google-Backed $7 Billion AI Data Center Deal With Anthropic and Fluidstack

Applied Digital Shares Drop 12% as AI Data-Center Stock Faces Valuation Reassessment

OpenAI and NextDC Sign MoU for A$7 Billion AI Supercluster in Sydney

Nebius Taps Microsoft and Meta Megadeals to Expand Beyond Hyperscalers

OpenAI Accelerates Enterprise Push With Accenture Rollout as TCS Talks Advance in India

Deutsche Telekom, Schwarz in Advanced Talks on EU-Backed AI Gigafactory Bid

HSBC Sees $207 Billion Hole in OpenAI’s Finances Even With Soaring Use and Revenue

CleanSpark Posts Strong FY25, Misses Q4, Repays Bitcoin-Backed Debt as It Pivots to AI Data Centers