In the Galaxy Digital Q3 earnings call, management disclosed that Galaxy declined a potential lease agreement for the 830 MW ...

KBW's Stephen Glagola reviewed Anthropic's S-1 and found leasing upside for Core Scientific and TeraWulf. He does not expect ...

Elon Musk warned that more than 200 neocloud operators face widespread failures and consolidation as tightening credit ...

The Anthropic IPO prospectus revealed that the leading AI lab generated $16.29 billion in revenue during the first half of ...

Anthropic's S-1 lifts the SpaceX compute ceiling from $84.5 billion, with payments reaching about $3.1 billion a month by ...

Soluna retired $28.7 million of Generate principal across August and October, cutting company debt principal 76% and freeing ...

Bloom Energy (NYSE: BE) has the first fuel-cell power block for Nebius’s (NASDAQ: NBIS) Vineland, New Jersey, data center ready for customer use, founder and CEO KR Sridhar said on Thursday’s earnings ...

Bernstein cut its price target on CoreWeave (NASDAQ: CRWV) to $51 from $74 on Thursday and kept its Underperform rating. The new target implies about an 8.6% downside from Wednesday’s close of $55.60 ...

NextEra Energy reports Wednesday. BMO expects a quieter call focused on hedges, a derisked growth outlook and the pending ...

Microsoft (NASDAQ: MSFT) has terminated its agreement to anchor Nscale’s planned AI data center in Loughton, Essex, after interconnection delays pushed the site’s expected power supply into the 2030s.

Piper Sandler trimmed targets by 14% to 24% across the four operators after a month in which their shares lost a third or ...

Mizuho sees 38.7% upside for SpaceX after management lifted its 2027 compute target to about 13 GW and said new contracts are ...