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  14 Nov 2025

  Tencent's capex down 24% YoY due to lack of access to GPUs

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  11 Nov 2025

  CoreWeave Q3 earnings show revenue backlog doubled to $55.6bn

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  31 Oct 2025

  AWS added 3.8GW of data center capacity in the last year

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  30 Oct 2025

  Google raises 2025 capex estimate, again, to $91-93bn - plans "significant increase" in data center spend for 2026

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  23 Oct 2025

  IBM reaps benefits from growing hyperscaler AI capabilities and capacity - CFO

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  12 Mar 2025

  Oracle yet to sign Stargate contract, Ellison says deal is coming "fairly soon"