The anchor tenant's exit leaves Nscale's flagship Essex project in doubt and signals how grid constraints are reshaping AI infrastructure deals.

The AI lab is touting growth to investors even as the industry's infrastructure bill sparks fresh unease. Here's what the debut signals for the capex supercycle.

Meta's CEO confirms the company poured up to $200B into AI infrastructure on faith, while free cash flow collapsed 91%, a cautionary tale for every AI-spending board.

The Nasdaq leads a broad selloff as investors question the billions poured into AI compute after a Chinese model upends cost assumptions.