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Infrastructure

AI Spending Surges Into 2026 as Nvidia Signals Relentless Demand

Energy availability, depreciation costs, capital recovery now define the economics of the AI data‑center buildout.

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

Nebius Taps Microsoft and Meta Megadeals to Expand Beyond Hyperscalers

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

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

Anthropic Commits $50 Billion to U.S. AI Data Centers With Fluidstack

CleanSpark Launches AI Data‑Center Initiative With Veteran Hire and Georgia Expansion

Amazon Commits $10 Billion to North Carolina AI Data Center Expansion

US-China Trade Truce Teeters as Both Sides Tighten Tariffs and Tech Controls