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Amazon Reportedly Eyes $8 Billion Nvidia GPU Leaseback Through Special Vehicle

The plan would shift costly GPUs off Amazon’s balance sheet to ease near‑term capital needs by letting outside lenders own the hardware.

Microsoft Reportedly Eyes 38 GW of Data-Center Capacity by 2032

Fermi Signs 15‑Year, $6.5 Billion Lease With TensorWave for Project Matador

Microsoft Activates Hyderabad Azure Region, Fulfilling $20.5 Billion India Bet

Seagate Beats Q4 Estimates and Issues Strong Q1 Guidance on AI Storage Demand

Amazon Tallies $240 Billion in California, $60 Billion in Oregon Since 2010

Microsoft Confirms Michigan Data Center Plan, Seeks Pause on Rezoning for Community Input

CoreWeave Draws Split Calls as Backlog Strength Collides With Delays, Debt and Volatility

Cramer Flags Credit Risk in Oracle’s AI Data‑Center Bet

Majestic Labs Raises $100 Million to Tackle AI’s Memory Wall With High-Capacity Servers

Marathon Digital Advances $168 Million Deal for Controlling Stake in EDF’s Exaion

Super Micro Computer Climbs 206 Spots on Fortune 500 as AI Infrastructure Deals Fuel Growth