Research and analysis from TheEnergyMag
Nov 12, 2026
Cerebras Systems Inc. filed its quarterly report for the period ended September 30, 2026, revealing a shift in its revenue mix toward cloud and services.
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Nov 12, 2026
Nvidia co-founder Jensen Huang resigned as president, chief executive officer and a director, effective immediately, ending his leadership of the chipmaker amid a board investigation into whether he was targeted by a foreign intelligence operation.
Nov 12, 2026
Nebius Group said capacity delays will push some revenue into next year as the AI cloud provider raised its 2026 capital spending forecast and outlined plans to invest as much as $45 billion in 2027.
Nov 11, 2026
Alice Huang helped secure about $7.5 billion in Nvidia chips for China through a network of companies, including shipments of restricted processors, according to The Information.
Nov 11, 2026
Nscale, the British artificial intelligence infrastructure company backed by Nvidia, is reportedly considering postponing its planned New York initial public offering until 2027 following a sell-off in technology stocks,
Nov 10, 2026
CoreWeave (NASDAQ: CRWV) reported a 168% increase in third-quarter revenue to $3.66 billion, driven by rapidly expanding demand for artificial intelligence computing, but its net loss widened to $709 million as borrowing costs continued to outpace operating profits.
Nov 10, 2026
Bitdeer's financial performance in the third quarter of 2026 was marked by a sharp increase in top-line growth, with revenue rising 40% sequentially from the second quarter. The $320.7 million total was supported by a proprietary hashrate that expanded to 86.4 EH/s from 35.0 EH/s in the prior year.…
Nov 10, 2026
On November 9, 2026, WhiteFiber subsidiaries Enovum NC-1 Midco, LLC and Enovum NC-1 Bidco, LLC executed a Term Loan Credit Agreement with Morgan Stanley Senior Funding, Inc. serving as the administrative agent and lead arranger. The financing package consists of a $200 million initial term loan and…
Nov 10, 2026
Anthropic, PBC filed an amended Form S-1 with the Securities and Exchange Commission on November 10, 2026, for its initial public offering. The company is offering 801,351,354 shares of Class A common stock, while selling stockholders are offering an additional 23,648,646 shares. Based on a midpoint…
Nov 10, 2026
HIVE Digital Technologies Ltd. announced its financial results for the second quarter of fiscal 2026, reporting total revenue of $84.9 million. The company, which operates sustainable data center infrastructure, stated that its AI GPU revenue grew by 70% during the period. This growth in the high-pe…
