Browsing Tag
Digital Realty
8 posts
Oracle Q4 fiscal 2026: Cloud revenue up 47%, ORCL stock drops as financing plan rattles investors
Oracle (ORCL) posts record Q4 revenue and a $638B backlog, but shares slide on $55.7B capex, negative free cash flow and a $40B raise. Read the full analysis.
VNET Group (NASDAQ: VNET) rallies as CATL stake and 517 MW order book reset AI thesis
CATL is taking 38% of VNET for nearly $1 billion. Wholesale just passed retail. The question is whether China's AI capex cycle reaches the bottom line.
Megaport (ASX: MP1) surges 28% on $254m AI compute contracts: What comes next
Megaport said AI was the future. Today it signed $254 million of proof. The harder question is whether August's result can hold the re-rating.
Why Blackstone Digital Infrastructure Trust’s IPO filing matters for Blackstone Inc. (NYSE: BX) and data center investors
Blackstone Digital Infrastructure Trust has filed for an IPO. Read why this BXDC move matters for Blackstone, hyperscalers, and AI data center investors.
Top AI infrastructure stocks to watch after the $40bn Aligned Data Centers deal
Find out which AI infrastructure and data center stocks could gain from the $40bn Aligned deal as Wall Street shifts from algorithms to compute power.
Digital Realty and Blackstone forge $7bn data center joint venture
Digital Realty (NYSE: DLR), a leader in cloud- and carrier-neutral data center solutions, in collaboration with Blackstone Inc.…
Digital Realty, TPG establish $1.5bn hyperscale data centers joint venture
Digital Realty (NYSE: DLR), a provider of cloud- and carrier-neutral data center solutions, has joined forces with TPG…
Reliance Industries to invest in data center development with Brookfield and Digital Realty
Reliance Industries Limited (RIL) has announced plans to invest alongside Brookfield Infrastructure and Digital Realty in the development…