• NOV 13, 2026 — Eighteen hours without the cloud

  Nebius tests the neocloud playbook with $40 billion in planned spending

  Prepayments and loans fund the buildout, but a delayed New Jersey site behind its $19.4B Microsoft deal knocked shares down 17% and the 2026 forecast down $200M.

  TechCrunch

• NOV 13, 2026 — Eighteen hours without the cloud

  SoftBank's turbine bet may have capped AI's natural gas ambitions

  SoftBank put deposits on 13+ gigawatts of turbines, about 50% more than it needed, and over $3 billion of its $7.1B quarterly loss traces back to power gear.

  TechCrunch

• OCT 1, 2026 — Google wins the benchmark, OpenAI wins the room

  Nvidia share buyback plan gets $150 billion boost

  Nvidia added a record $150B to its repurchase authorization, leaving $235B available through fiscal 2028.

  CNBC

← All topics