Anthropic's S-1 lifts the SpaceX compute ceiling from $84.5 billion, with payments reaching about $3.1 billion a month by ...

Anthropic routed roughly $7.8 billion through AWS, Google and Microsoft marketplaces in the first half of 2026. Those same companies sell it compute, hold its equity and owe it 58% of its receivables.

Goldman Sachs kept its Buy rating and $106 price target on CoreWeave (NASDAQ: CRWV) in a note last Wednesday. The bank estimated the AI cloud operator needs roughly $20 billion to $23 billion of new ...

KBW's Stephen Glagola reviewed Anthropic's S-1 and found leasing upside for Core Scientific and TeraWulf. He does not expect ...

During the Meta Q3 earnings call, Meta reported $64.6 billion in Q3 revenue, up 26% year-over-year. However, capital ...

Goldman Sachs projects CoreWeave's debt could approach $100 billion by 2028 as the neocloud operator finances an aggressive ...

J.P. Morgan maintains Overweight on CoreWeave, arguing that pre-sold take-or-pay capacity and GPU recontracting support ...

Meta is pursuing one of the largest equity financing initiatives in technology history, beginning with a $25 billion stock offering as the company looks beyond operating cash flow to finance its ...

NextEra Energy reports Wednesday. BMO expects a quieter call focused on hedges, a derisked growth outlook and the pending ...

The Anthropic IPO prospectus revealed that the leading AI lab generated $16.29 billion in revenue during the first half of ...

Bitdeer's contracted AI Cloud revenue jumped from $0.9 billion in August on A201 commitments in Johor, while ARR held at $86 ...