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Elon Musk says SpaceX closed $40 billion in debt to buy GPUs, then predicted more than 200 rival neoclouds face "guppy-level death", knocking CoreWeave, Nebius and Iren shares lower in premarket trading
Nvidia's new DSX Pod crams seven Vera Rubin racks into a truck-ready container that it says can serve AI in 14 days. Jensen Huang's bigger admission at GTC Berlin was that capital, not chips, is now scar
Amazon, Microsoft and Google say they no longer make local officials sign data center secrecy deals, and Amazon, Meta and Google are pledging about $1 billion apiece for host towns. Critics call it propa
Meta's new 10-Q reveals about $825 billion in leases and non-cancelable contracts for data centers, cloud capacity and energy, with $121.41 billion due in 2027 alone. The commitments grew sharply in just
Trump told AI data center builders to pay host communities a dividend and make their own power, but the best known cash offer, $10,000 per household in Pennsylvania, has already been turned down.
Goldman Sachs CEO David Solomon declared the industry is "in the middle of an AI capex super cycle," as investment banks rake in massive fees from AI-related deals including SK Hynix's $26.5 billion ADR
