Anthropic's S-1 lifts the SpaceX compute ceiling from $84.5 billion, with payments reaching about $3.1 billion a month by ...

The Anthropic IPO prospectus revealed that the leading AI lab generated $16.29 billion in revenue during the first half of ...

Elon Musk warned that more than 200 neocloud operators face widespread failures and consolidation as tightening credit ...

Soluna retired $28.7 million of Generate principal across August and October, cutting company debt principal 76% and freeing ...

Anthropic routed roughly $7.8 billion through AWS, Google and Microsoft marketplaces in the first half of 2026. Those same companies sell it compute, hold its equity and owe it 58% of its receivables.

NextEra Energy reports Wednesday. BMO expects a quieter call focused on hedges, a derisked growth outlook and the pending ...

Piper Sandler trimmed targets by 14% to 24% across the four operators after a month in which their shares lost a third or ...

Mizuho sees 38.7% upside for SpaceX after management lifted its 2027 compute target to about 13 GW and said new contracts are ...

The chipmaker's support covers the 222 MW TensorWave lease that Fermi needs to close and finance by October 31. A separate ...

Mizuho has raised its 2027 SpaceX profit forecast by more than $36 billion, a 57% increase, while lifting its price target ...

Anthropic's anticipated public IPO filing will offer investors their first comprehensive look at the financial position of a ...

Rosenblatt estimates Nebius has about a sixth of CoreWeave's active power today. It expects customer prepayments, new debt ...