Despite bubble fears, analysis predicts record spend that will reshape bond markets

Renting clouds to sell clouds

Will be a part of its liquid cooling business

But shares dip amid one-off charge and rising costs

Boosted by Trump comments and GTC announcements

And company shuffles EMEA leadership

You have to spend money to make the money you have spent

Becomes world's most valuable startup, overtaking SpaceX

Investor Google expected to backstop the deal

Mad about ex-xAIs

Trump backers headline list of expected acquirers

Invest in yourself

Deal appears to finally be close

Following Nscale's Microsoft deal

Shares jump on blockbuster deal

As it spends billions on its data center buildout

Intel CEO agrees to $8.9bn deal... after recent Trump calls for his resignation

Total project could require $25bn

Investor hallucinations are driving an AI spending spree

Developing a data center in Canada with CoreWeave

As data center cooling market heats up

GPU installed base to hit 45 million by 2034

50GW of new capacity expected in five years, Dell’Oro says

Company is making more money than ever, but capex costs keep rising