Next week, major technology companies, including Amazon, Google, Meta, Microsoft, xAI, Oracle, and OpenAI will travel to the White House to sign a pledge that they will supply their own power for AI data centers. This builds on the Trump Administration’s focus on ensuring American consumers don’t p
Moody's Ratings (Moody's) has placed all of Clear Channel Outdoor Holdings, Inc.'s ("Clear Channel" or the "company") credit ratings on review for upgrade including the Caa1 corporate family rating (CFR), Caa1-PD probability of default rating (PDR), the B2 senior secured notes and senior secured ban...
After a string of multi-GW contracts and capex announcements, the attractiveness of cloud AI returns remains a hot question amongst investors. In this report, we build a simple framework to answer that question. We estimate Cloud AI returns from CSP disclosures and what we know about large real-world contracts, and benchmark them against what we know about the economics of traditional cloud.
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