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.

SemiAnalysis is forecasting an extraordinary 50 GW of data center buildout in 2027, a figure comparable to the industry's ...

IREN's $9.7 billion AI cloud agreement with Microsoft faces potential delivery delays following unconfirmed reports of ...

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

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

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

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 ...

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

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

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

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