Microsoft Holds Data Center Spending Flat as Rivals Boost AI Investments
Microsoft keeps data center spending steady despite AI infrastructure binge by Amazon, Google, and Meta, signaling a cautious approach to capital allocation.
Microsoft keeps data center spending steady despite AI infrastructure binge by Amazon, Google, and Meta, signaling a cautious approach to capital allocation.
Goldman Sachs is pitching a $5.4 billion debt package for a data center linked to Microsoft, highlighting strong demand for cloud infrastructure…
Meta (META) and BlackRock (BLK) plan $14B Texas data center investment, reflecting surging AI infrastructure demand and potential tailwinds for data center…
BlackRock’s $12.5 billion debt raise for Meta’s data center fuels AI expansion and underscores robust demand for tech credit.
BlackRock markets $12.3 billion in bonds for Meta as tech giant finances data center buildout, underscoring AI-driven capital needs in the bond…
Nvidia reports headway on its Rubin AI chip architecture, eyeing first customer deliveries to solidify its dominance in the data-center GPU market…
NEXTDC shares surged after the company secured significant new data center contracts, highlighting strong demand and growth prospects.
Meta's Louisiana data center costs top $250 billion as the company invests heavily in AI infrastructure, potentially reshaping its financial outlook and…
Blackstone's QTS unit is raising a significant data center-backed loan, underscoring strong sector credit demand and potentially boosting Blackstone's stock as it…
Meta's landmark $10 billion Canadian data center investment accelerates the hyperscaler AI infrastructure race, lifting META shares and tech-focused ETFs while benefiting…
Meta accelerates global expansion with first Canadian data center, reinforcing long-term growth in AI and cloud services.
TeraWulf shares surged after the Bitcoin miner secured a $19B AI lease with Anthropic and sold its majority stake in an AI…