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

Rosenblatt Securities reiterated its Buy rating and $30 price target on Galaxy (NASDAQ: GLXY) on Wednesday, a day after the company reported third-quarter results. The target implies 74.6% upside from ...

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 ...

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.

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 ...

Data center operator IREN (NASDAQ: IREN) closed a $363 million equipment refinancing with Wingspire Equipment Finance on Wednesday. The financing is secured principally by GPU servers and networking ...

SpaceX closed $40 billion of debt financing for GPUs, CEO Elon Musk said on X on Sunday. He credited the company’s investment-grade standing and its Starlink and launch revenue for the access. In the ...