Analyst Notes
CoreWeave CEO shares first letter to shareholders with metrics, insights and outline of long-term strategy
Read more...Stream Data Centers and New Era partners for data centre campus in West Texas
New Era Energy & Digital signed a LOI to form a JV with Stream Data Centers to develop and fina...
Read more...Applied Digital provides quick update on funding projects, development
Applied Digital also disclosed it is working on securing a $300m senior secured bridge facility. ...
Read more...Applied Digital reports FY3Q26 results; revenue growth picking up pace as capacity comes online, development pushes forward
Read more...Microsoft planning $10b investment in Japan; includes support for localized computing through service provider partners Sakura, SoftBank
Read more...Microsoft investing $25b in Australia; building out cloud infrastructure, security, skills
Read more...Amazon acquires Globalstar; sattellite connectivity for edge to cloud
Amazon acquired Globalstar, a mobile satellite services (MSS) operator. ...
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