This moratorium is the latest regulatory blow to Texas’s data center industry as the government wrestles with over 400 GW of ...

Muse’s early growth could give Meta a route to AI revenue beyond advertising, but J.P. Morgan expects broader monetization to wait until at least 2027.

Texas Gov. Greg Abbott has ordered the Texas Commission on Environmental Quality to halt permits sought by data-center ...

The final deal was $1.2 billion larger than CoreWeave’s initial proposal, while capped calls are designed to limit dilution up to a $199.70 share price.

The potential direct lease could require at least $40 billion in capital, with Google reportedly considering credit support and Anthropic taking greater responsibility for its infrastructure.

Rothschild & Co Redburn initiated coverage of IREN with a Neutral rating and a $40 price target while taking a considerably more bearish view of neocloud rivals CoreWeave and Nebius.

Morgan Stanley says the AI power bottleneck is worse than you think. And it’s not just because data center firms are ...

Morgan Stanley projects a 33 GW power deficit for AI stocks through 2028, equal to roughly 34% of net chip demand, growing to ...

The AI infrastructure operator is pairing low-coupon convertible debt with capped calls and a delayed equity program as it ...

The TCEQ order adds a statewide environmental gate beyond ERCOT interconnection, leaving projects without a firm timetable for receiving affected air and water approvals.

New Era Energy has signed a 207 MW power purchase agreement with Vistra for its planned Odessa, Texas, data center campus, ...

Rack-scale AI systems are improving compute economics while consuming far more electricity, increasing the value of powered sites and onsite generation through 2028.