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Nebius reported robust AI cloud momentum and an estimated $40 billion backlog, highlighted by an $18 billion Microsoft deal and a $2 billion Nvidia investment. Auction prices clearing well above prio…
Aker ASA and a Microsoft JV signed a USD 6.2 billion agreement for staged high-performance AI compute capacity, with deliveries beginning in 2026, securing Microsoft’s access to large-scale infrastru…
CoreWeave disclosed a multi-year contract with Nvidia worth up to $6.3 billion, securing cloud capacity through April 2032 and obliging Nvidia to buy unused data center capacity, deepening their stra…
Microsoft struck a $17.4B five-year AI infrastructure deal with Nebius to secure data-center capacity amid surging AI demand, while Nvidia-linked providers and rivals like CoreWeave rallied on expect…