Rosenblatt says Soluna's Dorothy 3 deal with Applied Digital pays less than it modeled, but it shrinks Soluna's equity check ...

IREN is expanding its international AI infrastructure portfolio with a proposed 300 MW data center campus in Badajoz, Spain.

During the SpaceX Q3 earnings call, Elon Musk forecast a $500 billion–$1 trillion annualized revenue run rate by the end of 2027, supported by an aggressive computing expansion. SpaceX reported $14.6 ...

Soluna Holdings is partnering with Applied Digital to develop a 50 MW AI data center at its Dorothy 3 campus near Silverton, Texas, supported by Soluna's 150 MW Briscoe wind farm. Applied Digital will ...

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

Elon Musk called the dates for the Austin test chip and Gibbons Creek ramp very aggressive. He thanked ASML for faster ...

GW online by the end of 2026 and says power and cooling are the constraint. Musk is aiming for 20 GW of new infrastructure next year, though he is only 'highly confident' of 10 GW.

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

Bitdeer's contracted AI Cloud revenue jumped from $0.9 billion in August on A201 commitments in Johor, while ARR held at $86 ...

IREN's $9.7 billion AI cloud agreement with Microsoft faces potential delivery delays following unconfirmed reports of ...

J.P. Morgan maintains Overweight on CoreWeave, arguing that pre-sold take-or-pay capacity and GPU recontracting support ...

AI stocks are suffering a severe selloff as investors reassess the debt financing underpinning the sector’s expansion. IREN, Cipher Digital, Applied Digital and CoreWeave have experienced double-digit ...