On Tuesday, OpenAI announced a partnership with Oracle to develop 4.5 gigawatts of additional data center capacity for its Stargate AI infrastructure platform in the US. The expansion, which TechCrunch reports is part of a $30 billion-per-year deal between OpenAI and Oracle,

The Oak Ridge Reservation and 3 other sites are "well-situated for large-scale data centers, new power generation, and other necessary infrastructure."

OpenAI and Oracle will develop another 4.5 gigawatts of data center capacity, expanding a tie-up that has promised hundreds of billions of dollars in infrastructure investment to keep the U.S. ahead in the global artificial intelligence race.

Northern Nevada is fast becoming a high desert stronghold for AI infrastructure, led by Vantage Data Centers' $3 billion NV1 campus, which aims to deliver 224 MW of capacity

After a recent auction to determine what those payments to power companies will be in 2026, it appears that electricity customers will not get a break from high bills anytime soon. In fact, signs point to even higher electric bills by the middle of next year.

DoorDash made a bullish move Friday. Meanwhile, Argan and Constellation Energy have exposure to AI data centers.

Last week, Nvidia CEO Jensen Huang said it would soon resume selling its H20 chips to China after a breakthrough with the Trump administration on regulations.

Bloom Energy surged on AI hype and an Oracle deal, but valuation looks stretched and risks are rising ahead of earnings. Read why BE stock is downgraded to sell.

First, Oracle is experiencing a transition period -- effectively replacing slow-growth (or no-growth) segments of the business with its new, budding data center infrastructure operation. For this reason, investors are likely applying a discount to Oracle relative to a high-growth AI stock such as CoreWeave.

The AI arms race has entered an intense new phase dubbed "vibe spending." Thanks go to Google. Or maybe Zuck. Or Sam.