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hyperscaler contracts

2 articles
BenzingaBenzinga··Piero Cingari

SanDisk's Meteoric 4,086% Surge Eclipses Nvidia's 9-Year Rally in Mere Months

SanDisk surged 4,086% since February 2025 spin-off, matching Nvidia's 9-year gain in 15 months, driven by AI memory chip demand and supply constraints.
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The Motley FoolThe Motley Fool··Manali Pradhan, Cfa

Applied Digital's $2.15B AI Infrastructure Bet: Game-Changer or Overvalued?

Applied Digital raises $2.15B for North Dakota data center via bond offering, with Oracle committing $5B over 15 years—validating AI infrastructure model but raising leverage and execution concerns.
CRWVORCLORCLpDAPLDexecution riskAI infrastructure