Stories tagged “AI infrastructure”, newest first.
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Chipmakers keep the margin. GPU clouds carry the chips and the debt. Bitcoin miners adding AI hosting sign 10- to 20-year leases. Power developers mostly hold plans.
Celestica cut its 2026 free-cash-flow outlook (non-GAAP) to $460m from $600m, citing mainly working-capital investment for faster 2027 growth. Q3 revenue rose 83% to $5.83bn, above its own guidance.
Meta does not expect cash from the common stock at first because it is offered through forward sales. Prices and preferred terms are not set, and no agreement exists yet for the ATM programme.