Riot Platforms’ 191-megawatt Anthropic lease creates $9.1 Bn in contracted revenue, shifting its value beyond Bitcoin mining volatility.

Strong Buy as tenant deal and AI compute demand boost catalysts and risk-reward. Click for this FRMI earnings coverage.

Nebius' most recent earnings release was a beat, boasting 454% revenue growth and positive operating cash flows. Read why ...

In our last Breaking Analysis, we argued that AI can be technologically transformative and still produce a capital bubble.

NVIDIA just positioned itself as both the supplier and the financier of the AI buildout, pulling Goldman Sachs, BlackRock, and KKR into a $500 billion credit machine. Whether that creates a powerful ...

Keel Infrastructure (NASDAQ:KEEL) reports today. Explore the key operating questions around power access for digital ...

Nvidia has signed memorandums of understanding with six major Wall Street firms to create financing platforms that could channel more than $500 billion into AI computing infrastructure. The company is ...

Quanta, Techman Robot, and Siemens connect engineering and production through a unified digital backbone. Digital twins, ...

A smaller set of fiber connectors that meet manufacturing test high insertion count will ease the cost burden for all. Test specifications and associated standardized test formats will facilitate data ...

Japanese company Kyoto Fusioneering is relocating its primary US office to East Tennessee. Working ...

MUCH has been said in the press about the pros and cons of establishing a data centre in Trinidad, so I will move on from ...