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Corvex (MOVE) signed a multi-year deal to deploy NVIDIA Blackwell GPU clusters for a major AI client, funded via debt and prepayments rather than equity, signaling continued strong demand for NVIDIA'…
Microsoft and Meta confirmed white-hot demand for AI compute in their earnings reports, fueling a tech market rebound and boosting cloud stocks despite Meta's mixed results.
Nebius secured massive multi-billion dollar AI infrastructure deals with Microsoft and Meta, signaling strong growth and leadership in AI compute with massive revenue projections and strategic partne…
Elon Musk’s xAI raised $20 billion in a Series E round, heavily backed by Nvidia, to scale AI infrastructure including large data centers and next-gen model training.
BNP Paribas reports semiconductor firms including Nvidia optimistic about strong AI-driven demand in 2026, despite near-term power constraints in the US. Custom chips pose limited threat to Nvidia GP…
IREN shifts from crypto mining to AI cloud services, partnering with Microsoft to build advanced AI infrastructure, despite high capital costs and competition from peers.
CoreWeave shifted from crypto mining to AI infrastructure, leveraging Nvidia's H100 chips and winning major contracts, with earnings due Nov 10. Nvidia benefits from AI demand, underpinning strong bu…
Anthropic expands its multi-year deal with Google Cloud, gaining massive TPU compute capacity while maintaining a multi-cloud strategy supported by Amazon and Google investments.
Aker ASA finalizes a joint venture with NSCALE, securing major AI compute partnerships with Microsoft and OpenAI, including a 9.3% stake in NSCALE after its Series B financing.
IREN expands AI cloud services using NVIDIA GPUs, boosting AI compute capacity alongside large Bitcoin mining operations amid rising BTC prices and miner stock gains.