Rosenblatt says Soluna's Dorothy 3 deal with Applied Digital pays less than it modeled, but it shrinks Soluna's equity check ...

During the Meta Q3 earnings call, Meta reported $64.6 billion in Q3 revenue, up 26% year-over-year. However, capital ...

During the SpaceX Q3 earnings call, Elon Musk forecast a $500 billion–$1 trillion annualized revenue run rate by the end of 2027, supported by an aggressive computing expansion. SpaceX reported $14.6 ...

GW online by the end of 2026 and says power and cooling are the constraint. Musk is aiming for 20 GW of new infrastructure next year, though he is only 'highly confident' of 10 GW.

Elon Musk called the dates for the Austin test chip and Gibbons Creek ramp very aggressive. He thanked ASML for faster ...

IREN is expanding its international AI infrastructure portfolio with a proposed 300 MW data center campus in Badajoz, Spain.

Soluna Holdings is partnering with Applied Digital to develop a 50 MW AI data center at its Dorothy 3 campus near Silverton, Texas, supported by Soluna's 150 MW Briscoe wind farm. Applied Digital will ...

Goldman Sachs is valuing SpaceX increasingly like an AI infrastructure provider rather than a traditional aerospace company, assigning the stock a $230 price target, approximately 45% above its ...

IREN's $9.7 billion AI cloud agreement with Microsoft faces potential delivery delays following unconfirmed reports of ...

Soluna (NASDAQ: SLNH) added former Google infrastructure executive Dan Golding to its board after stockholders elected him at the company’s annual meeting on Friday. Golding had served on Soluna’s ...

Piper Sandler trimmed targets by 14% to 24% across the four operators after a month in which their shares lost a third or ...