Hut 8 says initial River Bend data halls remain on track for Q2 2027 delivery. Needham sees behind-the-meter power as a ...

Morgan Stanley is making the case that Bloom Energy could emerge as one of the biggest beneficiaries of the AI industry's ...

Applied Digital, TeraWulf and Hut 8 remain Wells Fargo’s top picks as operators prepare to borrow more than $20 billion.

B. Riley’s capex-adjusted models put Core Scientific and TeraWulf below larger peers, while operators across its coverage still need an estimated $29.2 billion to fund contracted capacity.

TeraWulf is doubling the contracted power capacity of its Muskie data center campus to 1 GW and accelerating delivery of the ...

TeraWulf has upped its approved power at Muskie from 500 MW to 1 GW, but it has yet to announce a lease at the site.

Elon Musk confirmed that SpaceX is in discussions with TSMC over possible involvement in Terafab, the massive semiconductor manufacturing complex planned for the former Gibbons Creek power plant site ...

Oracle sent a force majeure order to the developer of Project Jupiter in the face of multiple permitting delays.

SemiAnalysis reviewed 77 GPU cloud providers, testing managed clusters rather than data-center assets or credit quality. Its ...

Cipher Digital announced that it signed a $5.2 billion, 10-year extension for its 300 MW Fluidstack deal at Barber Lake on ...

Hut 8 had drawn nothing at closing. The four-year credit line gives it borrowing and letter-of-credit capacity for ...

Morgan Stanley believes SpaceX could double to $300 per share as investors increasingly recognize the company’s relationship ...