AI
WhiteFiber NC-1 deal is promising, says B. Riley, seeing 127% upside after stock price plunge
The analyst team said the first long-term co-location agreement at NC-1 validates WhiteFiber’s retrofit model.
AI trade isn’t dead: An inside look into Wall Street's lucrative data center deals
Megawatts are still trading hands, and the AI trade is very much alive, according to investment banker Joe Nardini, as miners pivot to HPC and buyers chase scarce power.
Hut 8’s AI data center deal is bigger than meets the eye: Benchmark lifts price target to $85
Shares of the bitcoin miner jumped higher last week on its $7 billion pact with Google-backed Fluidstack.
Oracle TikTok deal lifts AI mining stocks as bitcoin tags $88,000
Oracle shares jumped 6% in pre-market on Friday as TikTok's U.S. agreement helped calm AI bubble fears after a volatile macro week.
WhiteFiber signs 10-year, 40 MW colocation deal with Nscale valued at about $865 million
The firm's Enovum unit will deliver 40 megawatts of critical IT load in two phases at a campus in Madison, North Carolina, under a 10-year agreement.
PayPal to use PYUSD stablecoin to fund AI infrastructure through USD.AI
The move links PayPal’s dollar-pegged token to onchain funding for GPUs and data centers, supported by a $1 billion customer incentive program.
Most Influential: Will and Dan Roberts
The co-founders and co-CEOs of IREN Limited have transformed the bitcoin mining firm into an AI infrastructure powerhouse.
Micron crushes earnings, calming markets and helping boost bitcoin back above $87,000
Blowout Micron results reignite AI optimism, lifting tech futures and stabilising bitcoin even as parts of the AI equity complex remain under pressure.
Hut 8 stock surges 20% on Fluidstack AI data center deal
The bitcoin miner deepened its pivot into AI infrastructure with a $7 billion long term lease backed by Google.
CoreWeave collapse sparks fears of cracks in AI infrastructure boom
Bitcoin miners who pivoted business plans to high-performance computing benefitted greatly this year, but have seen sharp declines of late.
