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 ...

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 ...

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

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

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.

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

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.

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

SpaceX has agreed to buy Grain Management’s nationwide 800 MHz spectrum portfolio, according to a post from the company on Friday. The deal moves it closer to a retail Starlink Mobile service in the ...

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