Morgan Stanley is making the case that Bloom Energy could emerge as one of the biggest beneficiaries of the AI industry's ...

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

TeraWulf has upped its approved power at Muskie from 500 MW to 1 GW, but it has yet to announce a lease at the site.

Elon Musk confirmed that SpaceX is in discussions with TSMC over possible involvement in Terafab, the massive semiconductor manufacturing complex planned for the former Gibbons Creek power plant site ...

SemiAnalysis reviewed 77 GPU cloud providers, testing managed clusters rather than data-center assets or credit quality. Its ...

Oracle sent a force majeure order to the developer of Project Jupiter in the face of multiple permitting delays.

Hut 8 had drawn nothing at closing. The four-year credit line gives it borrowing and letter-of-credit capacity for ...

Cipher Digital announced that it signed a $5.2 billion, 10-year extension for its 300 MW Fluidstack deal at Barber Lake on ...

Morgan Stanley put a $300 price target on SpaceX, with the key to this growth lying in the AI company's synergies with its ...

Morgan Stanley believes SpaceX could double to $300 per share as investors increasingly recognize the company’s relationship ...

The potential direct lease could require at least $40 billion in capital, with Google reportedly considering credit support and Anthropic taking greater responsibility for its infrastructure.

Oracle’s $165 billion Project Jupiter data center in New Mexico is facing mounting permitting and financing risks as delays ...