Key Points Amazon (AMZN) plans to spend over $100 billion in capex for 2025, mainly on AI initiatives. Amazon capex follows ...

The race to build artificial intelligence infrastructure is turning into one of the most capital-intensive bets in modern ...

Discover why Nvidia Corporation’s AI data center growth may stall by 2026. Learn key risks and what this means for NVDA’s ...

Wasatch Global Investors, an asset management company, released its third-quarter 2025 “Wasatch Small Cap Growth Strategy” ...

Welcome to AI Infrastructure, a new newsletter focused on how the data center boom is reshaping the energy sector and turning ...

Oaktree Capital‑backed Pure Data Centres said on Monday it plans to invest up to 1 billion euros ($1.17 billion) in a new ...

Everyone in tech agrees we’re in a bubble. They just can’t agree on what it looks like — or what happens when it pops.

Magellan Asset Management, an investment management company, released the third quarter 2025 investor letter for “Magellan ...

To the Wilmington News Journal: We strongly recommend that Wilmington defer any further action and not enter hastily into an agreement with Amazon Data Services, Inc.

When Oracle’s AI buildout translates into revenue and what it does if OpenAI fails to pay are among the questions.

Despite posting impressive quarterly earnings, Oracle's shares faced significant investor pressure. The focus shifted decisively from a 54% surge in earnings ...