OpenAI has surpassed $25 billion in annualized revenue and is preparing for a $1 trillion IPO — the largest public offering ...

AI operations supported by large server facilities like this one in Sandia National Laboratory, or xAI Colossus in Mempis or ...

OpenAI has scrapped plans to build and own its data centers, pivoting instead to renting server capacity from major cloud providers, as the company reorganizes the leadership of its flagship Stargate ...

OpenAI has appointed new leaders to oversee its Stargate computing initiative after deciding to rent more AI servers from major cloud providers rather than build its own data centers, according to two ...

Microsoft quality score climbs as stock momentum remains weak. Tech giant eyes 1,000-acre AI data center hub in Abilene, ...

Microsoft and Meta each locked in ~$50B in data center leases, driving industry-wide future commitments past $700B. Oracle leads with $261B in obligations.

Microsoft (MSFT) stock pursues data center lease at Stargate Project in Texas as Oracle reduces plans. Meta also eyes the same AI infrastructure site.

Microsoft is in advanced talks to lease hundreds of megawatts of data center capacity at a closely watched artificial ...

Microsoft (MSFT) is apparently discussing leasing out segments of an uncompleted data center site in Abilene, Texas, ...

An Iranian media outlet affiliated with the Iranian Revolutionary Guard Corps, Tasnim news agency, released a list of offices and infrastructure run by American companies including Google, Microsoft, ...

The chip cycle is moving so fast that even the biggest infrastructure deals can’t keep up.” That line from CNBC’s Deirdre Bosa captures the core tension now rattling AI infrastructure investors.

Nscale has bet on vertical integration, from energy and data centers to compute and orchestration software. Its new valuation ...