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S&P warns $7 trillion AI capex threatens cloud credit ratings

S&P warns $7 trillion AI capex threatens cloud credit ratings

Sep 04 2026, 21:16

Data-center boom lifts county wages 69% as AI buildout accelerates

Data-center boom lifts county wages 69% as AI buildout accelerates

Sep 04 2026, 04:42

Crusoe triples valuation to $30 billion as AI infrastructure demand surges

Crusoe triples valuation to $30 billion as AI infrastructure demand surges

Sep 04 2026, 04:05

Equinix, NVIDIA, Together AI target enterprise inference with Q1 2027 launch

Equinix, NVIDIA, Together AI target enterprise inference with Q1 2027 launch

Sep 03 2026, 18:01

Equinix closes $4B atNorth deal to expand Nordic AI capacity

Equinix closes $4B atNorth deal to expand Nordic AI capacity

Sep 03 2026, 18:00

Altman's neocloud warning pressures AI compute stocks holding $104B backlog

Altman's neocloud warning pressures AI compute stocks holding $104B backlog

Sep 03 2026, 16:05

AI power gap of 15 GW by 2027 reshapes compute race

AI power gap of 15 GW by 2027 reshapes compute race

Sep 03 2026, 11:05

Google Cloud's 82% growth backs Alphabet's $200B AI capex bet

Google Cloud's 82% growth backs Alphabet's $200B AI capex bet

Sep 03 2026, 05:43

State permitting rules stall $130 billion in US AI data centers

State permitting rules stall $130 billion in US AI data centers

Sep 03 2026, 05:42

ByteDance secures $29.6B loan as AI capex doubles to $70B

ByteDance secures $29.6B loan as AI capex doubles to $70B

Sep 03 2026, 05:28

Microsoft reveals Azure revenue of $29.4B in reporting overhaul

Microsoft reveals Azure revenue of $29.4B in reporting overhaul

Sep 02 2026, 23:36

Dell AI server revenue doubles to $16.4B on record $95B backlog

Dell AI server revenue doubles to $16.4B on record $95B backlog

Sep 02 2026, 21:28

Microsoft guides Azure growth at 44-45% as AI cloud demand holds

Microsoft guides Azure growth at 44-45% as AI cloud demand holds

Sep 02 2026, 21:12

Vertiv pays $1.45B for microgrid firm as AI power bottleneck tightens

Vertiv pays $1.45B for microgrid firm as AI power bottleneck tightens

Sep 02 2026, 12:16

Power and cooling suppliers ride $7 trillion data centre boom

Power and cooling suppliers ride $7 trillion data centre boom

Sep 01 2026, 23:20

Hyperscaler bond issuance hits $220 billion as AI debt cycle deepens

Hyperscaler bond issuance hits $220 billion as AI debt cycle deepens

Sep 01 2026, 17:51

CoreWeave stock falls 40% from high despite 112% revenue growth

CoreWeave stock falls 40% from high despite 112% revenue growth

Sep 01 2026, 16:28

Anthropic signs $35 billion cloud deal with Nvidia-backed Lambda

Anthropic signs $35 billion cloud deal with Nvidia-backed Lambda

Sep 01 2026, 04:01

Trump backs data centers as $150B in projects face local backlash

Trump backs data centers as $150B in projects face local backlash

Sep 01 2026, 00:23

IREN CEO defends $30B AI capex plan as prepayments cover half

IREN CEO defends $30B AI capex plan as prepayments cover half

Aug 31 2026, 16:19

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