Tag
#AI infrastructure
New York data center permit pause sends TeraWulf down 7%
New York data center permit pause knocked TeraWulf shares lower, showing how grid and ratepayer politics are becoming an AI trade risk.
Anthropic puts a $19 billion price on AI's power bottleneck
Anthropic-TeraWulf lease gives investors a $19 billion yardstick for AI power scarcity, grid risk and data-center cash flows.
Micron stock rises on Anthropic AI memory supply deal
Micron stock rose after the chipmaker signed an AI memory and storage pact with Anthropic, offering investors a clearer test of hardware demand.
Rumble Northern Data deal adds 22,000 Nvidia chips
Rumble Northern Data deal gives the company 22,000 Nvidia GPUs, 250 MW of power and a Tether-backed financing structure.
Nvidia’s $25 billion bond sale shows AI’s cash king joining the borrowing spree
Nvidia raised $25bn in June, upsized from an initial $20bn, as investors piled in — a sign the AI winners are financing expansion with debt not just cash.
Alphabet (GOOGL) $84.75bn AI stock raise goes live
Alphabet $84.75bn AI stock raise moved from plan to transaction, with a $40bn ATM, stock offering and Berkshire placement.
Deep Fission IPO tests how far the 2026 window has stretched
Deep Fission IPO asks investors to fund a $1.66 billion pre-revenue nuclear bet, showing how loose the 2026 listing window has become.
AI capex is spilling into Wall Street's credit plumbing
Hyperscaler debt is forcing banks to buy more CDS protection as AI borrowing stretches credit limits and redraws Wall Street's risk plumbing.
Nvidia earnings: Q1 revenue $81.6bn, Q2 guide $91bn
Nvidia reported $81.6 billion in Q1 revenue and guided to $91 billion for Q2, extending its run as the AI infrastructure trade's anchor stock even as investors weigh how long the buildout can last.
DayOne weighs Singapore-US dual IPO worth up to $5bn
The mooted DayOne deal would test whether AI-linked data-centre demand can support a multibillion-dollar cross-border IPO rather than a U.S.-only listing.
Kioxia (285A.T) rides AI memory boom toward U.S. listing
Kioxia says AI-driven flash-memory demand pushed profit to records and is helping support a U.S. ADS listing aimed at broadening its investor base.
