technology News
Record $38 Billion Debt Deal Signals AI Data Center 'Arms Race'
Financing for new Oracle-linked facilities underscores the capital-intensive scramble to build out the physical backbone of the artificial intelligence boom.
Blue Owl Capital Anchors Record Data Center Debt Deals
Firm plays key role in a $38 billion offering for Oracle-tied assets and a separate $27 billion Meta deal, cementing its position in AI infrastructure finance.
Oracle-Linked Data Centers Near Record $38B Debt Deal for AI Push
Financing package, one of the largest for AI infrastructure, aims to fund massive data center expansion for clients like OpenAI, boosting Oracle's stock.
Google's YouTube TV Faces Disney Blackout in High-Stakes Fee Dispute
Carriage disagreement over network fees puts access to ESPN and ABC at risk for over 9 million subscribers, testing a key growth area for Alphabet.
Google-Anthropic Deal Signals Deepening AI Infrastructure Arms Race
A landmark deal for 1 million computing chips underscores a capital spending surge benefiting cloud giants and hardware makers like Nvidia.
Supermicro Shares Tumble After Slashing Q1 Revenue Forecast by $1 Billion
The AI server maker cited customer upgrades for the significant shortfall, but maintained its full-year guidance, suggesting a delay rather than a loss of sales.
Palantir Shares Rise on $200 Million AI Deal with Lumen
The multi-year partnership will see telecom firm Lumen deploy Palantir's AI platforms to overhaul its operations and accelerate its tech transformation.
Quantum Computing Stocks Surge on US Government Stake Reports
IonQ and Rigetti shares jump as Washington considers taking direct equity stakes to bolster national security and accelerate technological development.