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Elon Musk says SpaceX closed $40 billion in debt to buy GPUs, then predicted more than 200 rival neoclouds face "guppy-level death", knocking CoreWeave, Nebius and Iren shares lower in premarket trading
Nvidia's new DSX Pod crams seven Vera Rubin racks into a truck-ready container that it says can serve AI in 14 days. Jensen Huang's bigger admission at GTC Berlin was that capital, not chips, is now scar
Amazon, Microsoft and Google say they no longer make local officials sign data center secrecy deals, and Amazon, Meta and Google are pledging about $1 billion apiece for host towns. Critics call it propa
Meta's new 10-Q reveals about $825 billion in leases and non-cancelable contracts for data centers, cloud capacity and energy, with $121.41 billion due in 2027 alone. The commitments grew sharply in just
An industry taskforce including Nvidia, Microsoft and Cisco has warned UK ministers they have roughly 12 months to win public consent for AI data centres, and wants host councils paid to say yes.
China's three biggest tech platforms have reportedly ordered more than $35 billion worth of Nvidia's export-compliant RTX PRO 5500 cards, according to Reuters sources. Nvidia says it may only fill a sliv
