Heavy borrowing by CoreWeave and Oracle to build more AI data center capacity is spooking bond markets and debt insurance ...

Goldman Sachs: 90% of AI spending is cash-funded, not debt. Sung Cho calls CoreWeave risks isolated "tails" in a strong ...

Amazon is in talks to invest in OpenAI in a potential deal that could value the ChatGPT-parent at over $500 billion, ...

The last time so much wealth was tied up in such obscure overlapping arrangements was just before the 2008 financial crisis.

Texas is still waiting for snow, but the data center cascade doesn’t show signs of stopping. In December alone, the combined ...

The move comes as rising electricity rates became an increasingly hot-button issue in the US, which has far more data centers ...

However, if you look more closely, it becomes clear that the business model is unsustainable. Running data centres is a business that rewards scale, says Sahm Adrangi of Kerrisdale Capital, which is ...

Hut 8 secured a Google-backed partnership with Anthropic and Fluidstack to build up to 2.3 gigawatts of AI data center ...

For CIOs, CTOs and CFOs, the decision is less about whether to use neoclouds and more about where they fit within the broader ...

In this opinion piece, Hari Vasudevan, CEO of KYRO AI, explores why utilities and hyperscalers must collaborate, not compete.

Google’s financial backstop and Wall Street financing highlight how crypto-native firms are becoming credible builders of ...