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Vertiv, Equinix, Digital Realty raise guidance as AI capex tops $700B

Vertiv, Equinix, Digital Realty raise guidance as AI capex tops $700B

Aug 23 2026, 11:24

Hyperscalers to Spend $4.1 Trillion on AI Infrastructure Through 2028

Hyperscalers to Spend $4.1 Trillion on AI Infrastructure Through 2028

Aug 22 2026, 16:58

Cloudflare jumps 5% as AI-agent traffic tops 50% of network volume

Cloudflare jumps 5% as AI-agent traffic tops 50% of network volume

Aug 22 2026, 04:15

Burry warns AI data center boom mirrors 2008, $500B Nvidia deal

Burry warns AI data center boom mirrors 2008, $500B Nvidia deal

Aug 21 2026, 18:27

Starcloud raises $250M at $2.3B valuation to scale orbital AI compute

Starcloud raises $250M at $2.3B valuation to scale orbital AI compute

Aug 21 2026, 16:57

CoreWeave signs multi-billion-dollar HRT deal for Nvidia Vera Rubin

CoreWeave signs multi-billion-dollar HRT deal for Nvidia Vera Rubin

Aug 21 2026, 14:27

Nvidia nears several hundred million investment in power developer Cloverleaf

Nvidia nears several hundred million investment in power developer Cloverleaf

Aug 21 2026, 13:34

Nebius stock jumps 40% in two weeks on AI compute demand

Nebius stock jumps 40% in two weeks on AI compute demand

Aug 21 2026, 00:25

AI Data Center Power Gap Hits 38 Gigawatts, Industrial Stocks Benefit

AI Data Center Power Gap Hits 38 Gigawatts, Industrial Stocks Benefit

Aug 20 2026, 14:07

Sharon AI delivers $950m AI cloud deployment, unlocking escrow cash

Sharon AI delivers $950m AI cloud deployment, unlocking escrow cash

Aug 20 2026, 13:28

Meta spends hundreds of millions on Azure, top Microsoft AI customer

Meta spends hundreds of millions on Azure, top Microsoft AI customer

Aug 20 2026, 13:22

Alibaba folds cloud, T-Head into AI unit as profit drops 75%

Alibaba folds cloud, T-Head into AI unit as profit drops 75%

Aug 20 2026, 13:10

Arista Networks AI demand broadens as supply caps 40% growth guide

Arista Networks AI demand broadens as supply caps 40% growth guide

Aug 20 2026, 12:47

Alibaba CapEx jumps 75% to $10B as AI infrastructure spending accelerates

Alibaba CapEx jumps 75% to $10B as AI infrastructure spending accelerates

Aug 20 2026, 12:38

Skanska lands $1.2 billion data center deal as AI buildout accelerates

Skanska lands $1.2 billion data center deal as AI buildout accelerates

Aug 20 2026, 10:44

WhiteFiber prices $270 million convertible notes to fund data center expansion

WhiteFiber prices $270 million convertible notes to fund data center expansion

Aug 19 2026, 12:04

Nebius raises $4.5 billion in convertible notes for AI cloud buildout

Nebius raises $4.5 billion in convertible notes for AI cloud buildout

Aug 19 2026, 12:03

Meta pledges $1 billion fund to counter data center backlash

Meta pledges $1 billion fund to counter data center backlash

Aug 19 2026, 02:29

IREN delivers 50MW Horizon 1 to Microsoft, earns NVIDIA Exemplar status

IREN delivers 50MW Horizon 1 to Microsoft, earns NVIDIA Exemplar status

Aug 18 2026, 19:54

Oracle bets $70B on AI data centers as $638B backlog grows

Oracle bets $70B on AI data centers as $638B backlog grows

Aug 18 2026, 16:51

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