Oracle Corporation is reportedly negotiating a roughly $20 billion cloud computing agreement with Meta Platforms Inc.

Wall Street was floored by Oracle's huge revenue forecast. Now, a top bank says its sales boom is set to lift this ...

Data center capacity has become a barometer for both the health of the tech market and the risk of an A.I. bubble.

National Grid, the UK’s high-voltage electric power transmission network, has signed a strategic partnership with Emerald AI, ...

Bloom Energy now has a more credible path to "explosive growth," according to Morgan Stanley's Arcaro, who raised his price target on the stock to $85 from $44 Tuesday while keeping an overweight ...

(Bloomberg/Brody Ford) — Microsoft Corp. will pay $6.2 billion to rent AI computing power in Norway.

Beyond infrastructure, Hirs pointed to other factors driving up costs, especially higher natural gas prices, the single ...

Chicago, IL – September 17, 2025 – Today, Zacks Investment Ideas feature highlights Talen TLN, Amazon AMZN, Nvidia NVDA, ...

The revolution cannot happen without a sufficient supply of these gigantic sheds crammed with the servers, storage equipment ...

Bloom Energy ( NYSE: BE) on Tuesday jumped as much as 9.5% to a record high after analysts at Morgan Stanley sharply raised ...

Predicting a cloud computing gold rush, one US lobbying group in particular is getting ahead of the competition.