Nebius Group NV (NASDAQ:NBIS) might be the most underappreciated player in AI infrastructure today. At a $12 billion market cap, it's trading like a mid-cap growth story. Billions In Plain Sight — ...

Will Applied Digital's $7 billion AI lease with CoreWeave position it as the next big player in AI infrastructure, or do we approach with caution?

The AI-cloud provider firm will have to sell $8 billion to $11 billion more debt in 2025 to hit its capital-expenditure ...

The re-awakening of the IPO market is certainly notable, signaling renewed investor confidence and a meaningful shift in broader risk appetites.

CoreWeave secures a $25.9 billion revenue backlog, including OpenAI's $11.9 billion deal. Click here to read why I rate CRWV ...

Chris Versace sits down with SuRo's Chairman & CEO to discuss investing in high-growth private companies, monetizing those ...

CoreWeave has upsized its senior notes raise to $1.75 billion. The company revealed, just one day after originally announcing ...

So for now, CoreWeave still looks like a better play on the cloud and AI markets than DigitalOcean. Its business strategy is ...

OpenAI and Oracle are jointly developing an additional 4.5 gigawatts (GW) of data centre capacity in the U.S., significantly expanding their ongoing Stargate initiative. This move brings total ...

The Stargate joint venture hyped up by the US government has reportedly not yet signed any contracts. Oracle and OpenAI are building without Softbank.

The project will be split into two phases, with the first phase expected to be completed by the summer of 2027.

AI accounted for nearly two-thirds of all fundraising deal value in the first half of 2025, with the bulk of those dollars ...