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

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

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.

Nscale is preparing for a New York Stock Exchange IPO targeting a valuation of roughly $30 billion to $35 billion, betting ...

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.

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

Google has struck agreements with Constellation covering 3.6 GW of electricity across the PJM power market. A 20-year, 890 MW ...

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

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 ...

Cipher Digital has expanded its Fluidstack agreement at Barber Lake to a 20-year contract worth $9 billion, up from $3.8 ...

Most large U.S. AI data centers are not generating significant noise complaints, but facilities located close to residential ...

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