Data center

Artificial Intelligence

Can KKR Outmaneuver One of the Biggest AI Infrastructure Bottlenecks?

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The big money firm is teaming up with Nvidia, Kuwait’s sovereign wealth fund, and Texas energy producer Vistra to build data centers.

2 min read

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Artificial Intelligence

Will Wall Street Stomach Oracle’s Costly AI Transformation?

Capital expenditures continue to balloon and the company plans to raise another $40 billion through debt and equity financing.

2 min read
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Industrials

The SpaceX IPO Is About Way More Than Just Rocket Ships

Projections of massive growth for X (née Twitter), xAI and Starlink are all central to the lofty SpaceX IPO thesis.

2 min read
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Energy

Regulator Helps Constellation Energy Fast-Track Three Mile Island Revival

The plan is to bring the infamous power plant back online sometime next year to service a nearby glut of power-hungry Microsoft data centers.

2 min read

Artificial Intelligence

Neocloud Competition Heats Up As Nebius’ Market Value Rivals Coreweave’s

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Last month, Coreweave, the largest independent neocloud company, reported its first-quarter revenue doubled to $2.1 billion.

2 min read

Semiconductors

Citrini Finds Upside for AI Power Player Wolfspeed

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In its Q3 earnings call earlier this month, Wolfspeed reported a net loss of roughly $120 million on revenue of around $150 million.

2 min read

Finance

Barnburner Figma IPO Offers Good Omen as Klarna Reconsiders Debut

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The company’s shares soared 250% in their New York Stock Exchange debut, yielding a market capitalization of $47 billion.

2 min read

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