Anthropic’s $10B Norway Compute Deal Gives Nvidia’s Ecosystem Its First JPMorgan Credit Backstop
Anthropic, the maker of Claude, has signed a $10 billion, six-year compute procurement agreement with Volta Infra Holdings…
Valar Atomics Raises $1B to Build Factory Nuclear After Powering Nvidia’s AI Chip
Nuclear startup Valar Atomics announced Monday it closed a $1 billion Series B led by Sequoia Capital, valuing…
Kentucky officials weigh in on Paducah American Energy Hub | News
PADUCAH — After the Department of Energy announced that the Paducah site will be redeveloped into a data…
Bloom Energy (BE) Valuation Check As AI Data Center Deals And Funding Support Growth Outlook
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How Eaton’s Upgraded AI Data Center Outlook At Eaton (ETN) Has Changed Its Investment Story
Eaton recently reported that it beat first-quarter 2026 earnings and revenue expectations and raised its full-year EPS and…
Inside the race to rebuild AI data centers before the grid hits its limit
Artificial intelligence data centers are on the verge of reaching their limits. To meet ballooning demand, chipmakers like…
48 Million Chips: A 20,000-Word In
Recently, the Semiconductor Industry Association (SIA) partnered with Deloitte to release a new report, which notes that all…
SoftBank Group, Sesterce Unveil Major 1 GW AI Data Center Campus Project in Hauts-de-France
A joint venture majority-owned by SoftBank Group and formed with Sesterce announced that it has been selected…
Mackinac Policy Conference: Sen. Peters comments on Iran, state Rep. Puri on budgeting and DTE announces battery storage for data centers
With the 2026 Mackinac Policy Conference underway, politicians, policymakers and journalists are gathering on Mackinac Island this week to…
Nvidia Warrant Deal Puts Corning At Center Of AI Data Centers
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors…
Meta triples initial plans, builds 10 gas-fired power plants for AI data center in Louisiana
Photo Credit: Facebook Meta Platforms Inc., the parent company of Facebook and Instagram, will pay for 10 natural…
Microsoft’s US$10b Japan AI Bet And What It Means For Investors
Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge. Microsoft…