The AI infrastructure operator is pairing low-coupon convertible debt with capped calls and a delayed equity program as it ...

The bank sees limited value capture in MARA’s capital-light Starwood venture, preferring AI/HPC operators that control ...

Anthropic CEO Dario Amodei’s call to slow frontier AI development triggered a sharp but uneven market reaction across ...

The definitive agreement replaces a June letter of intent, but Blockfusion did not disclose contracted capacity, lease ...

The AI labs are exploring smaller deployments alongside their gigawatt-scale commitments, targeting powered sites that could bring inference capacity online sooner.

Wall Street analysts are turning more bullish on AI infrastructure names after the summer selloff, with IREN and Cipher Digital receiving higher price targets tied to contract growth, power ...

Needham kept its Buy rating and $25 price target on Cipher (NASDAQ: CIFR) on Wednesday after the data-center operator received conditional base-load status for 1 GW at its Colchis site in Texas. The ...

Frontier,” a personal blog post that calls for a slowdown to frontier AI development to formulate industry-wide safety ...

Meta Platforms CEO Mark Zuckerberg rejected calls for an industry-wide slowdown in frontier AI development, arguing that trust and alignment will become competitive requirements for successful models.

The 10-year agreement lifts secured AI cloud capacity to 206.5MW, although A202 and the neighboring A201 facility do not yet ...

ERCOT classified 585 MW as Batch Zero baseload and another 300 MW as studied load, advancing CleanSpark’s two Texas sites ...