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Infrastructure

Nvidia Expands Into Financing While Reporting Record Data‑Center Sales

Large multiyear commitments that tie Nvidia’s balance sheet to customer demand have prompted investor and regulatory scrutiny.

SpaceX Rallies as Big Investors Disclose Stakes While Lock‑Up Releases and AI Spending Keep Volatility High

Nebius Surges After Blowout Quarter as Michael Burry Doubles Down on Short

Microsoft Signs Multibillion Deal to Use Mistral’s European AI Compute

Bitdeer Scales Bitcoin Mining and AI Cloud as June Output Soars

Oracle Stock Plunges as $638 Billion AI Backlog Meets a $40 Billion Funding Plan

Micron’s Blowout Quarter Fuels Wall Street Frenzy and a New Debate Over Memory’s Sustainability

Meta Eyes Cloud Business to Sell Excess AI Compute

Nebius Commits £1.7 Billion to Expand UK AI Capacity to 65 MW

Anthropic Agrees to Pay SpaceX $1.25 Billion a Month for Colossus Compute

Amazon Expands Anthropic Deal With Up to $25 Billion, 10-Year AWS Commitment

CoreWeave Shares Jump on $21 Billion Meta Expansion and Anthropic Deal

Meta Extends CoreWeave AI Cloud Pact to $21 Billion Through 2032

Nebius Announces $3.75 Billion Convertible Debt Raise After Sealing Up to $27 Billion Meta AI Capacity Deal

U.S. Weighs Nvidia H200 Exports to China, Lifting Chip Stocks as Broadcom Maps AI Runway

CoreWeave Shares Drop Nearly 30% After Cutting 2025 Revenue Outlook to $5.1 Billion

Nebius Confirms $3 Billion Meta Deal as Q3 Sales Soar but Losses Deepen

OpenAI Signs 7-Year, $38 Billion AWS Deal to Power Next-Gen AI

CoreWeave Lands Up to $14.2 Billion Meta AI Cloud Deal, Shares Jump

CoreWeave Secures Up to $14.2 Billion Meta AI Cloud Deal Through 2031