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Nebius and IREN highlighted differing AI infrastructure strategies, posting strong compute growth. Nebius secured a $27 billion Meta agreement, while IREN pivoted from crypto mining backed by a $3.4 …
Bitdeer's Q2 results missed EPS/revenue estimates but revenue rose 47% YoY, driven by explosive Bitcoin self-mining growth via its SEALMINER fleet. AI Cloud revenue also surged, though gross margins …
Alphabet is expanding its AI and cloud infrastructure through a new Texas data center and energy hub in partnership with Intersect Power. The project emphasizes sustainable energy and job creation, b…
Lambda AI cloud computing partners with Hudson River Trading, providing access to Nvidia HGX B200 systems. Lambda has raised $1.5B and received six Nvidia awards, strengthening its infrastructure exp…
Nvidia announced a $2 billion investment in AI cloud company Nebius, reinforcing its expansion in the artificial intelligence sector.
Nvidia is investing $2 billion in AI cloud company Nebius to expand AI data center capacity, addressing rising global demand for advanced intelligence solutions.
NVIDIA invests $2 billion in CoreWeave to expand AI cloud infrastructure, building over 5 GW of AI factories by 2030 and advancing AI compute integration.
Alphabet briefly surpassed Apple in market cap due to strong AI momentum, including its Gemini model and cloud growth, while Apple lags behind without major AI platform updates since 2024.
Microsoft’s AI business is growing rapidly with strong Copilot adoption and Azure expansion despite capacity constraints, projecting 14-16% revenue growth and record cloud bookings amid intense compe…
IREN faces heavy capex and execution risks related to its AI cloud expansion, while Microsoft’s $5.8 billion GPU deal highlights high growth potential amid mounting competition and uncertainty in the…
Anthropic commits $30 billion to Microsoft Azure, with Microsoft and Nvidia also investing significantly in Anthropic, strengthening AI ecosystem partnerships and boosting demand for AI infrastructur…
Rumble acquires German AI cloud company Northern Data in a $767M all-stock deal, including Nvidia GPU leasing and tax support, expected to complete by Q2 2026.
Rumble to acquire Northern Data for $766.86 million, gaining 22,400 Nvidia GPUs, enhancing its AI cloud and data center capabilities with crypto group Tether’s GPU leasing deal supporting growth.
Microsoft secured a $17.4 billion AI infrastructure deal with Nebius, expanding its GPU capacity amid aggressive AI data center growth and custom AI chip development, reinforcing its leading position…
KULR partners with Soluna to deploy 3.3 MW of renewable-powered Bitcoin mining capacity, advancing sustainable crypto mining. Other industry leaders like Riot and IREN expand data centers and AI clou…
Convertible issuance is surging as firms use hybrid debt to fund growth, refinance and finance M&A; Alibaba and Nebius raised convertibles, and Nebius’ $17.4B partnership involves Microsoft to boost …
IREN doubled AI cloud capacity to 23k GPUs with a ~$674M purchase, targeting $500M AI ARR and $1.25B total revenue, while maintaining significant bitcoin mining income amid competition from MicroStra…
IREN's bitcoin mining and AI cloud expansion, backed by NVIDIA GB300 GPU deployments and preferred partner status, boosts bitcoin revenues and GPU demand while improving miner efficiency and scale.
Microsoft agreed to buy $17.4B (potentially $19.4B) of GPU capacity from Nebius over five years, with deployments starting this year and next; Nebius stock jumped 50%, enabling faster AI cloud expans…
IREN surged after Q4 results showing $176.9M net income, higher sequential bitcoin revenues and expanded adjusted EBITDA; the company guides aggressive GPU scale-up with Nvidia orders to boost AI clo…