Cipher Mining, based in the US, is turning heads after announcing a $5.5 billion, 15-year lease agreement with Amazon Web Services for AI data center infrastructure. The deal comes at the same time as ...

CoreWeave and Nebius face substantial CapEx, customer concentration risks, and uncertainty if AI demand cools. Read why both ...

Artificial intelligence is consuming capital faster than investors can recalibrate. Bank of America now sees global hyperscale spending rising 67% in 2025 and another 31% in 2026, with total outlays ...

Today, Shopify is quietly evolving into something much larger: the infrastructure layer for modern retail operations. If ...