data centres

6 Nov00:13 Business

Meta Warns Midterm Results Threaten Data Centre Expansion

Meta's president says US data centre expansion will get harder after the midterms, even as the group posts its first negative free cash flow since its IPO. Keith Howard · 6 Nov

22 Oct12:35 Business

Nebius secures $3.5bn Citi financing facility for AI build-out

Nebius's new $3.5bn financing facility with Citi funds its AI data-centre build-out - but its one-year term raises its own questions. Keith Howard · 22 Oct

25 Sep00:20 Business

Oracle force majeure notice rattles $165bn data centre plan

An Oracle force majeure notice on its $165bn New Mexico data centre has spooked markets - but the small print says less than the stock move suggests. Keith Howard · 25 Sep

16 Sep23:51 Business

Generac Amazon deal sends stock up ~32%, but $8bn is a ceiling

The Generac Amazon deal lifted the stock ~32%, but only $2.4bn of the $8bn headline figure is actually scheduled to be delivered. Keith Howard · 16 Sep

16 Aug18:18 Business

Nebius Raises Contracted Power Guidance to 5 Gigawatts

Nebius has lifted its contracted power guidance three times in 2026, to 5 gigawatts, as the AI infrastructure stock rallies hard on Meta demand. Keith Howard · 16 Aug

13 Aug15:48 Business

IREN Microsoft AI deal clears first hurdle, shares jump 10%

The IREN Microsoft AI deal moved from contract to concrete on 13 August, as Microsoft accepted the first of four data centres and shares jumped 10%. Keith Howard · 13 Aug