WRLD A.LIVE

02:003 reports

• Aligned Data Centers Advances Cooling Architecture, Delivering Significant Energy Efficiency and Cooling Capacity Improvements Yahoo Finance
• How Aligned's Delta3 3.0 Advances Data Centre Air Cooling Data Centre Magazine
• Aligned Launches Zero-Water Cooler With 10% Gain as States Mandate Water Reports Tech Times

01:004 reports

• QTS and Vantage pledge data center power and water disclosures - Bloomberg Investing.com Nigeria
• Blackstone’s QTS, Vantage pledge transparency in data center operations Crypto Briefing
• Blackstone's QTS, Digital Realty, other data center developers vow to disclose power, water needs - report TradingView
• Blackstone’s QTS, Vantage Vow to Step Up Data Center Disclosures Bloomberg.com

20:001 report

• Chevron Keeps Microsoft Data Center Timeline Despite Texas Pause Bloomberg.com

19:00nothing heard

18:00nothing heard

17:00nothing heard

16:00nothing heard

15:001 report

• Inside the make-or-break AI mega-project behind Nscale’s $35bn IPO Financial Times

14:003 reports

• Once known for grasslands and volcanoes, Ulanqab is emerging as a computing hub and expanding its AI industry Global Times
• Dawn of the Data Centers Foreign Policy
• Envision to Complete Massive Inner Mongolia Data Center by 2028 Bloomberg.com

13:00nothing heard

12:00nothing heard

11:00nothing heard

10:001 report

• Nvidia in Talks to Offer Credit Support for Nscale Project Bloomberg

09:00nothing heard

08:00nothing heard

07:00nothing heard

06:00nothing heard

05:00nothing heard

04:00nothing heard

03:00nothing heard

02:00nothing heard

01:003 reports

• Microsoft's $677B backlog and 48% Azure growth highlight cloud strength despite stock lagging S&P 500. Pluang
• Microsoft's Leadership in AI Remains 'Underappreciated,' Morgan Stanley Says www.marketscreener.com
• Microsoft's $39.4B CapEx Bill: The Price Of Azure Dominance (NASDAQ:MSFT) Seeking Alpha

15:003 reports

• Cutthroat rivalry at home prompts Tencent to look overseas for AI growth South China Morning Post
• Tencent cloud chief Dowson Tong proposes AI strategy overhaul centered on businesses Crypto Briefing
• Tencent puts its retail AI agents inside the chat apps store staff already use MarketScale

14:00nothing heard

13:002 reports

• Tencent’s Cloud Boss Plays Long Game to Patch ‘Leaky’ AI Ship Bloomberg.com
• Microsoft Posts Record Revenue Despite Employee Buyout Offers Gizmodo

12:00nothing heard

11:00nothing heard

10:001 report

• Nscale’s Unproven CEO Braves AI Turmoil in Bid for $30 Billion IPO Bloomberg

09:00nothing heard

08:001 report

• Microsoft profits soar days after announcing thousands of layoffs BBC

07:00nothing heard

06:002 reports

• Here’s what just sent Oracle’s stock soaring MarketWatch
• Oracle Shares Rise As it Reaffirms FY27 Outlook, Sets FY30 Revenue Target marketscreener.com

05:005 reports

• Oracle Jumps After Projecting Return to Positive Cash Flow Bloomberg
• Oracle Surges 11% Intraday: What the Move Means for Investors 24/7 Wall St.
• Here is What to Know Beyond Why Southern Copper Corporation (SCCO) is a Trending Stock Yahoo Finance
• Oracle stock pops 11% as long-term revenue forecast and clarity on financing ease debt concerns CNBC
• Oracle rallies after telling investors its AI bet will pay off sooner than expected Financial Times

23:002 reports

• NVIDIA, Oracle and OpenAI Drive Next-Gen Agentic AI on OCI Technology Magazine
• Oracle has a spending question its new chip deals can’t answer TheStreet

22:00nothing heard

21:002 reports

• NVIDIA and Oracle Expand NVIDIA Vera Rubin to Multi-Gigawatt Scale and Bring NVIDIA Vera CPU to Oracle Cloud Infrastructure AiThority
• 'The next generation of AI will require a diverse range of compute': Oracle deal means Google TPUs are coming to a rival cloud for the first time TechRadar

20:002 reports

• Big Red gets cozy with Google to offer TPUs to AI customers The Register
• Oracle Says AI Infrastructure Sold Out Through 2028, Adds Google TPU and Snowflake BigGo Finance

19:005 reports

• Oracle expands AI chip offerings with Google, Nvidia, and Cerebras Tech Wire Asia
• Why Cerebras Systems Stock Jumped on Tuesday The Motley Fool
• Cerebras and Oracle Team Up to Bring Cerebras AI Inference to Oracle Cloud Infrastructure Oracle
• Google and Oracle are partnering to bring Google TPUs to Oracle Cloud Infrastructure Google Cloud
• Google alters its cloud playbook, enlisting partners to sell more AI chips CNBC

18:00nothing heard

17:00nothing heard

16:00nothing heard

15:00nothing heard

14:00nothing heard

13:00nothing heard

12:00nothing heard

11:00nothing heard

10:00nothing heard

09:00nothing heard

08:00nothing heard

07:00nothing heard

06:00nothing heard

05:00nothing heard

04:002 reports

• Oracle’s agentic AI outpacing customers’ ability to adopt it TechTarget
• Nvidia and Oracle expand Vera Rubin cloud infrastructure, pitching better utilization as enterprises report idle GPUs VentureBeat

03:007 reports

• Oracle perks up on wave of new chip partnerships ahead of Investor Day Seeking Alpha
• NVIDIA and Oracle Expand NVIDIA Vera Rubin to Multi-Gigawatt Scale and Bring NVIDIA Vera CPU to Oracle Cloud Infrastructure Investing News Network
• Oracle Adds Nvidia Vera CPU, Intel Diamond Rapids, Cerebras AI Inference to Cloud Infrastructure marketscreener.com
• NVIDIA and Oracle Expand NVIDIA Vera Rubin to Multi-Gigawatt Scale and Bring NVIDIA Vera CPU to Oracle Cloud Infrastructure Oracle
• Oracle AI Data Platform Brings AI-Assisted Business Context to Enterprise AI Investing News Network
• Oracle Fusion Agentic Applications: Is ChatGPT the New Front Door? The Futurum Group
• Oracle Brings Google TPUs to Oracle Cloud Infrastructure Yahoo Finance

02:009 reports

• Oracle to Offer Cerebras Computers in AI Cloud Service Bloomberg.com
• Oracle Advances Enterprise Security for the AI Era Morningstar
• Oracle Rises 5% as Google TPUs Come to Oracle Cloud and NVIDIA Deal Expands; Amazon Nudges Higher, Microsoft Treads Water Yahoo Finance
• Oracle and NVIDIA Plan Multi-Gigawatt Vera Rubin Expansion on OCI Securities.io
• Oracle Rises 5% as Google TPUs Come to Oracle Cloud and NVIDIA Deal Expands; Amazon Nudges Higher, Microsoft Treads Water 24/7 Wall St.
• SambaNova and Oracle Collaborate to Bring High-Performance Inference to Oracle Cloud Infrastructure Morningstar
• Oracle Stock (ORCL) Pops on Deal for First External Rollout of Google’s Custom Chips TipRanks
• OpenAI expands partnership with Oracle to bring its apps to ChatGPT OpenAI
• NVIDIA and Oracle Expand NVIDIA Vera Rubin to Multi-Gigawatt Scale and Bring NVIDIA Vera CPU to Oracle Cloud Infrastructure Yahoo Finance

01:0014 reports

• Cerebras and Oracle Team Up to Bring Cerebras AI Inference to Oracle Cloud Infrastructure Yahoo Finance
• Oracle to expand Nvidia deal and add Google and Cerebras chips — Channel NewsAsia UA.NEWS
• Cerebras Stock Surges Over 9% as Oracle to Deploy Its AI Computing System in First Half of 2027 TradingKey
• Oracle Introduces Claw-Powered Fusion Agentic Applications for Supply Chain PR Newswire
• Oracle Corporation Says New Oracle AI Data Platform Capabilities To Be Available Within Next 12 Months TradingView
• Oracle Brings Google TPUs to Oracle Cloud Infrastructure Oracle
• Oracle Advances Enterprise Security for the AI Era Investing News Network
• Oracle AI Data Platform Brings AI-Assisted Business Context to Enterprise AI TradingView
• Oracle Introduces Claw-Powered Fusion Agentic Applications for Customer Experience Oracle
• SambaNova and Oracle Collaborate to Bring High-Performance Inference to Oracle Cloud Infrastructure Business Wire
• Cerebras and Oracle Team Up to Bring Cerebras AI Inference to Oracle Cloud Infrastructure Investing News Network
• Oracle Brings Google TPUs to Oracle Cloud Infrastructure PR Newswire
• Oracle AI World 26 - Fusion is becoming a system of outcomes. Are organizations ready to work that way? Diginomica
• Oracle Expands Fusion Data Intelligence with New Deep Insight Agents, Operational Analytics, and AI Capabilities Investing News Network

00:0012 reports

• Oracle expands chip supply deal with Nvidia, adds Google and Cerebras offerings Reuters
• Oracle AI Data Platform Brings AI-Assisted Business Context to Enterprise AI PR Newswire
• Oracle’s New Lakehouse Tools Target a Blind Spot in Enterprise AI HPCwire
• Oracle co-CEO Clay Magouyrk shares the stage with Sam Altman at Oracle AI World Crypto Briefing
• Oracle Reinvents Enterprise Computing for the AI Era with OpenAI Oracle
• AI World: AI vulnerability surge brings change for Oracle’s cyber practice Computer Weekly
• Oracle CEO Mike Sicilia Connects Agentic AI With Enterprise Data & Business Processes BW Marketing World
• Oracle, in effort to reduce reliance on Nvidia, adds AI chips from Google, Cerebras, and SambaNova Yahoo Finance
• Cerebras and Oracle plan AI inference partnership on OCI for 2027 StreetInsider
• NVIDIA and Oracle Expand NVIDIA Vera Rubin to GlobeNewswire
• Oracle Invites OpenAI Into the Back Office The AI Economy | Ken Yeung
• Oracle integrates ChatGPT, Codex into apps and expands cloud chip lineup CNBC

01:002 reports

• Verizon’s Simplicity Plan Might Actually Be Winning Droid Life
• What’s up with… Verizon, O2, Tata Communications TelecomTV

00:003 reports

• Verizon: SpaceX Needs 4-6 Years to Build US Carrier Business PCMag
• SpaceX signs $4 billion GPU lease agreement with Apollo, expected to begin in 2027 KuCoin
• AI Infrastructure Boom at Risk? Why Elon Musk Warns That 200+ Neoclouds Could Fail KuCoin

23:003 reports

• Musk Talks Down Neocloud Rivals? Dan Niles Says Microsoft Will Be the Ultimate Winner in Enterprise AI bloomingbit
• CoreWeave, Nebius, and IREN shares decline amid debt and AI market concerns KuCoin
• Verizon Raises 2026 Forecast After Big Jump in Phone Customers Bloomberg.com

22:002 reports

• Verizon stock falls despite raised guidance: Is this a buy setup? Investing.com
• Verizon Falls 4% as Revenue Miss Overshadows Raised Outlook; AT&T and T-Mobile Hold Steady 24/7 Wall St.

21:004 reports

• Musk Claims $40 Billion Chips Debt Closed, Yet Talks Ongoing Bloomberg.com
• Verizon postpaid growth improves to over 400,000 new phone customers in Q3 Telecompaper
• Verizon Earnings Show Why Its Stock Is This Year’s Wireless Winner Barron's
• (VZ) Verizon expects 2026 Adjusted EPS range of $5.04 to $5.06, vs. FactSet Est of $5.00 marketscreener.com

20:0010 reports

• Verizon Lifts Outlook, Inks Amazon Deal Worth More Than $2 Billion WSJ
• Elon Musk warns hundreds of AI cloud start-ups face collapse The Times
• Verizon Delivers Record Breaking 3Q26 Verizon
• Verizon Stock Forecast: VZ Holds Above $43.07 Into Q3 Earnings as SpaceX Eyes a Fourth Carrier TradingKey
• Space Exploration Technologies Plans $40 Billion GPU Equipment Lease TradingView
• Verizon: Q3 Earnings Snapshot 10TV
• Verizon’s stock rises as subscriber surge impresses Wall Street MarketWatch
• Verizon’s Subscriber Forecast Gets A Lift From Simpler Plans Finimize
• Verizon signs over $2 billion AI deal with AWS — Channel NewsAsia UA.NEWS
• Verizon lifts annual forecasts, signs more than $2 billion AI infrastructure deal with AWS Reuters

19:004 reports

• SpaceX secures $40B in financing for GPUs as Elon Musk warns of AI cloud industry consolidation Fox Business
• Neocloud stocks fall as Elon Musk says more than 200 of them face 'guppy-level death' CNBC
• AI is crucial to infrastructure and IT operations but only if it's done right, Gartner report says IT Pro
• Gartner’s 2027 tech trends just dropped – and they go beyond AI ZDNET

18:00nothing heard

17:001 report

• Musk Predicts Shakeout Among 200+ Neoclouds as SpaceX Claims $40B GPU Financing XenoSpectrum

16:002 reports

• Elon predicts 'guppy-level death' for 200+ neoclouds — Fuse's Alan Chang says buy the distressed data centres Dealroom
• AI cloud computing firms face ‘guppy-level death’, Elon Musk warns; French bonds rally after avoiding downgrade – business live The Guardian

15:007 reports

• Gartner: AI governance and data control to lead by 2027 NewsBytes
• Gartner unveils top technology trends at Gartner IT Symposium TechTarget
• Gartner flags AI governance, digital sovereignty among key technology trends for 2027 BusinessLine
• Top Strategic Technology Trends for 2027 Gartner
• Gartner Identifies the Top AI Trends in Infrastructure and IT Operations for 2027 Gartner
• Key facts: SPCX Seeks $40B GPU Loans; Q3 Revenue $14.6B; Capex $19.6B TradingView
• Elon Musk’s SpaceX Locks Down $40 Billion In GPU Financing As Dan Ives Predicts ‘Game of Thrones Battle’ for Compute Power Yahoo Finance

14:002 reports

• Elon Musk’s SpaceX Locks Down $40 Billion In GPU Financing As Dan Ives Predicts ‘Game of Thrones Battle’ for Compute Power AOL.com
• Elon Musk Says Neoclouds Are Cooked, and SpaceX Won't Be Buying Them Business Insider

13:00nothing heard

12:001 report

• New accounting challenges for AI infrastructure? Silicon Valley leaders collectively bearish on "new cloud" providers, with idle computing power emerging as the biggest risk. 富途牛牛

11:00nothing heard

10:001 report

• Musk Says AI Data Center Funding Has Dried Up, Warns of Restructuring for 200 Neoclouds BigGo Finance

09:00nothing heard

08:001 report

• SpaceX closes $40 billion debt deal for AI chips, Elon Musk says CNBC

07:00nothing heard

06:00nothing heard

05:001 report

• Musk says SpaceX raised $40 billion in debt for GPUs Reuters

04:001 report

• Hydroelectric power to support new Paraguay AI facility Developing Telecoms

03:002 reports

• Hydroelectric power to support new Paraguay AI facility Developing Telecoms
• Crusoe to develop 106MW data center site in Paraguay Data Center Dynamics

02:005 reports

• zeb Joins SpaceX Super Intelligence Partner Network as Official Launch Partner Morningstar
• SpaceX Is Working With Nvidia, Apollo And Other Top Tech And Consulting Firms On A Grok Partnership Program Yahoo Finance
• SpaceXSI launches 130-firm Grok partner network to push agentic coding into enterprises Techi
• Introducing the SpaceX Super Intelligence Partner Network xAI
• SpaceX Works With Apollo, Nvidia on New Grok Partnership Program Bloomberg.com

01:004 reports

• Crusoe and Araico Plan AI Cloud Deployment at Itaipú Dam in Paraguay Unite.AI
• U.S. firm plans AI data centers powered by Paraguay's Itaipu dam upi
• Crusoe Partners with Araico on AI Cloud in Paraguay Crusoe
• Crusoe Partners With Araico To Deploy Ai Cloud Infrastructure In Paraguay TradingView

04:001 report

• Polar Expands Partnership with Crusoe in Norway with New 40MW AI Infrastructure Development The Manila Times

03:006 reports

• Michael Burry Is Shorting Nebius. SpaceX Just Said Its AI Chips Pay for Themselves in Under a Year. 24/7 Wall St.
• News | SpaceX's ambitions expand from rockets to its AI data center rental business CoStar
• AI Demand for 20 GW of SpaceX AI in 2027? Boom or Bust? NextBigFuture.com
• One week after crushing neocloud stocks like CoreWeave and Nebius with a single word, SpaceX's Elon Musk is out with another word that is less dire Yahoo Finance
• AI Rivals Are Thirsty for SpaceX's Compute, Elon Musk Says Business Insider
• Polar Expands Partnership with Crusoe in Norway with New 40MW AI Infrastructure Development Yahoo Finance

16:005 reports

• NVIDIA Backs Customers With Up to $164.5 Billion in Contracts and Guarantees, About 72% of Equity XenoSpectrum
• Spotlight on Levered Chip Financing Heightens: What is Happening at Nvidia and AMD? Yahoo Finance
• Nvidia Ai Infrastructure: Can AI compute become an asset class? The Times of India
• Breakingviews - COMMENTARY: Nvidia emerges as the central bank of AI Reuters
• Nvidia Backs $164.5 Billion Of AI Data Centers To Keep GPUs Selling Forbes

15:00nothing heard

14:002 reports

• Singapore's DayOne said to weigh options for US IPO after data centre rout The Edge Malaysia
• Roundup: DayOne Weighs Delaying or Downsizing $5B US IPO Mingtiandi

13:00nothing heard

12:001 report

• DayOne said to weigh options including delay, size cut for US IPO after data centre rout The Business Times

11:002 reports

• Singapore’s DayOne Pushes Ahead With Data Center IPO Tied to TikTok The Information
• DayOne Said to Weigh Options for US IPO After Data Center Rout Bloomberg.com

10:00nothing heard

09:00nothing heard

08:00nothing heard

07:00nothing heard

06:00nothing heard

05:00nothing heard

04:00nothing heard

03:003 reports

• Converge mulls moving data centers to Luzon, Philippines to meet AI demand W.Media Cavite
• Converge ICT plans two new data centers in Luzon for AI demand ET Datacenters Cavite
• Converge plans AI data center expansion in Cavite, Laguna Manila Bulletin Cavite

02:00nothing heard

01:004 reports

• Anthropic and Nscale’s Reported $45B Compute Deal WeRSM
• Anthropic may double down on the site Microsoft walked away from TheStreet
• Nscale shops second Anthropic deal at Monarch data center campus: Report W.Media
• Anthropic in talks with neocloud Nscale over second multibillion-dollar deal, source tells CNBC CNBC

21:001 report

• Amazon Pledges €16 Billion in Germany on Data Centers, Prime Bloomberg.com

20:002 reports

• Amazon builds a second robotics and AI lab in Berlin in $18B Germany push Neowin
• Amazon will invest more than €16 billion in Germany in 2027 for data centers and AI Quartz

19:001 report

• Amazon plans €16bn investment in Germany in 2027 UA.NEWS

18:0011 reports

• Amazon to invest over €16 billion in Germany next year Reuters
• Amazon Pledges Over $17 Billion to Expand German Operations WSJ
• Amazon to invest €16 billion in Germany in 2027 Yahoo Finance
• Amazon to Invest Over €16 Billion in Germany Next Year ASHARQ AL-AWSAT English
• Amazon Open-Sources TorchNeuron to Breach CUDA's Moat, Heating Up AI Chip Software Ecosystem Battle BigGo Finance
• Amazon launches TorchNeuron to ease AI app migr... Pluang
• Amazon Challenges Nvidia’s CUDA Moat With Trainium - Amazon.com (NASDAQ:AMZN), NVIDIA (NASDAQ:NVDA) Benzinga
• Amazon challenges Nvidia’s software advantage with new tool for its own AI chips GeekWire
• Amazon opens its AWS Trainium AI chips to every PyTorch developer, no rewrite needed About Amazon
• Amazon Announces €16 Bln Investment In Germany TradingView
• Amazon to invest over €16 billion in Germany next year WHTC

17:0010 reports

• OVHcloud posts 11% revenue increase in fiscal Q4, targets 10%+ growth in 2027 Telecompaper
• OVHcloud eyes faster 2027 growth as it posts first positive cash flow since IPO Euronext Markets: Real-time Stock Market Data | live
• Skies clear for OVH, market rumbles at ABB www.marketscreener.com
• All 2026 targets achieved. Excellence in execution, focus on value creation The Manila Times
• OVHcloud Achieves Positive Cash Flow & Meets 2026 Targets Global Banking & Finance Review
• Amazon Plans €16 Billion Investment in Germany for 2027 Securities.io
• Amazon Plans Over €16 Billion Investment in Germany in 2027 Global Banking & Finance Review
• Amazon to invest over EUR16 billion in Germany in 2027 marketscreener.com
• Infrastructure, Innovation, and Impact: Amazon’s Commitment to Germany About Amazon Europe
• Amazon announces plan to invest €16 billion in Germany in 2027 About Amazon

16:001 report

• Half of OVHcloud capacity is available, AI model launching in early 2027, CEO says Euronext Markets: Real-time Stock Market Data | live

15:001 report

• Half of OVHcloud capacity is available, AI model launching in early 2027, CEO says Reuters

14:00nothing heard

13:00nothing heard

12:00nothing heard

11:00nothing heard

10:003 reports

• U.S. tech stocks surge as Anthropic enters talks for a $450 billion compute deal KuCoin
• Nscale and Anthropic discuss potential $45 billion cloud computing deal, Bloomberg reports Mezha.net
• Nvidia-backed Nscale, Anthropic in talks for new $45 billion AI cloud deal, source says BusinessWorld Online

09:002 reports

• Nscale and Anthropic are reportedly in talks for yet another $45 billion compute deal TechCrunch
• This Nvidia-Backed Cloud Computing Firm Is Reportedly In Talks To Sign A $45B Compute Deal With Anthropic Stocktwits

08:001 report

• Nscale and Anthropic are reportedly in talks for yet another $45 billion compute deal Yahoo Finance

07:002 reports

• Nscale, Anthropic Eye $45 Billion Cloud Deal as AI Trade Rebounds Bloomberg.com
• This Nvidia-Backed Cloud Computing Firm Is Reportedly In Talks To Sign A $45B Compute Deal With Anthropic TradingView

06:007 reports

• Nvidia-backed Nscale, Anthropic in talks for new $45 billion AI cloud deal, source says Reuters
• Anthropic nearing second $45B deal with Nscale for compute power: report (ANTHRO:Private) Seeking Alpha
• Nscale Said in Talks With Anthropic for NT$1.5 Trillion Compute Deal, Adding Leverage to IPO Valuation Fight BigGo Finance
• Nscale in talks for $45 billion Anthropic AI deal as IPO looms StreetInsider
• This Nvidia-Backed Cloud Computing Firm Is Reportedly In Talks To Sign A $45B Compute Deal With Anthropic Yahoo Finance
• Nscale, Anthropic discuss possible $45 billion deal — CNA UA.NEWS
• Nscale, Anthropic in Talks for $45 Billion Cloud Computing Deal Bloomberg.com