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 ...

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 ...

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 ...

SpaceX is reportedly seeking $40 billion in additional financing to fund its massive AI infrastructure expansion, including $10 billion in bank loans and $30 billion in investment-grade debt. Apollo ...

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 ...

Firmus scrapped a float that valued the Nvidia-backed operator at about $30.6 billion, nearly triple its August private round. Investors had questioned the gap between more than 900 MW contracted and ...

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