Goldman Sachs projects CoreWeave's debt could approach $100 billion by 2028 as the neocloud operator finances an aggressive ...

The fully paid off GPUs are contracted out to AI labs like Together AI, and we're then used for further financing of IREN's neocloud ambitions.

KBW's Stephen Glagola reviewed Anthropic's S-1 and found leasing upside for Core Scientific and TeraWulf. He does not expect ...

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

Meta is pursuing one of the largest equity financing initiatives in technology history, beginning with a $25 billion stock offering as the company looks beyond operating cash flow to finance its ...

In the Galaxy Digital Q3 earnings call, management disclosed that Galaxy declined a potential lease agreement for the 830 MW ...

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

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.

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

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

Bitdeer's contracted AI Cloud revenue jumped from $0.9 billion in August on A201 commitments in Johor, while ARR held at $86 ...

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