Bernstein rates American Tower and Crown Castle Outperform and SBA Market-Perform, arguing low-band spectrum makes a SpaceX ...

JPMorgan says Applied Digital's project-finance credit has run about 200 bps ahead of the HPC market, while roughly $7.8 ...

The Financial Times reported that OpenAI was short $20 billion in annual recurring revenue, but it the outlet didn't ...

SpaceX is preparing to challenge traditional wireless carriers following FCC approval to launch 15,000 next-generation ...

Wells Fargo expects five publicly traded data center developers to benefit from a shift in AI infrastructure investment toward projects with near-term power availability, secured financing and signed ...

Applied Digital is marketing 1.3 GW of capacity, mostly for 2028 energization. Needham retained its Buy rating but lowered ...

Bitdeer's A901 campus, its third Malaysian hub, is targeted for GB300 NVL72 systems from early 2027. No customer has signed ...

The purchase follows a $19.1 million allocation in September. CoreWeave ranked eighth in ARKW’s portfolio in a third-party snapshot taken before Wednesday’s trade.

Hut 8 says initial River Bend data halls remain on track for Q2 2027 delivery. Needham sees behind-the-meter power as a ...

Applied Digital smashed its earnings with significant revenue and earnings per share beats, but its largest revenue line item ...

TeraWulf is doubling the contracted power capacity of its Muskie data center campus to 1 GW and accelerating delivery of the ...

Tenant fit-out services contributed $183.5 million of HPC revenue, compared with $65.8 million in base rent. Three more campuses still require financing.