IREN’s contracted revenue and GPU rental rates are climbing, but Needham said the operator’s $25 billion to $30 billion ...

The bank focused on rising AI contract pricing, $4 billion of contracted ARR and financing that covers most GPU spending, while identifying a multibillion-dollar FY27 funding gap.

AI Cloud revenue more than doubled sequentially and surpassed mining revenue, but hardware impairments pushed IREN deep into the red ahead of further GPU installations.

IREN has identified $22 billion of existing and targeted funding for its FY27 spending plan as it works to bring more than $4 ...

The order gives the Energy Department authority to block equipment transactions, impose conditions on installed systems and ...

NVIDIA is using investments, financing arrangements and infrastructure commitments to expand AI-native cloud operators, ...

Core Scientific expects the three-year revolver and letter-of-credit facility to free about $300 million for its high-density ...

OpenAI's head of data centers, Chris Malone, has departed the company amid an infrastructure reorganization, the Wall Street ...

On the latest Blockspace Live, Bianco Research Founder Jim Bianco explains why many critics don't understand the math behind ...

Needham published a research note this week mapping data center interconnection risk across its covered names, concluding ...

NVIDIA’s credit support covers 4.25 GW of initial IT load under OpenAI leases, giving SB Energy backing for nine construction ...

The six-year commitment covers about 460 MW at Nscale’s West Virginia campus, where Nvidia Vera Rubin systems are scheduled ...