Bitdeer's A901 campus, its third Malaysian hub, is targeted for GB300 NVL72 systems from early 2027. No customer has signed ...

Firmus scrapped a float that valued the Nvidia-backed operator at about $30.6 billion, nearly triple its August private round. Investors had questioned the gap between more than 900 MW contracted and ...

Applied Digital is marketing 1.3 GW of capacity, mostly for 2028 energization. Needham retained its Buy rating but lowered ...

Applied Digital smashed its earnings with significant revenue and earnings per share beats, but its largest revenue line item ...

TeraWulf is doubling the contracted power capacity of its Muskie data center campus to 1 GW and accelerating delivery of the ...

Tenant fit-out services contributed $183.5 million of HPC revenue, compared with $65.8 million in base rent. Three more campuses still require financing.

Hut 8 says initial River Bend data halls remain on track for Q2 2027 delivery. Needham sees behind-the-meter power as a ...

The purchase follows a $19.1 million allocation in September. CoreWeave ranked eighth in ARKW’s portfolio in a third-party snapshot taken before Wednesday’s trade.

Wells Fargo expects five publicly traded data center developers to benefit from a shift in AI infrastructure investment toward projects with near-term power availability, secured financing and signed ...

SpaceX is reportedly seeking $40 billion in additional financing to fund its massive AI infrastructure expansion, including $10 billion in bank loans and $30 billion in investment-grade debt. Apollo ...

The Memphis City Council voted 7–5 to postpone a final decision on a proposed one-year moratorium on new data center permits until October 20, following a contentious public meeting attended by more ...

The target implies about 152% upside as Applied Digital targets more than 600 MW of capacity deliveries over the next 12 months.