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Microsoft (MSFT) Secures $17.4B Nebius GPU Deal, Accelerating AI Capacity | Reuters | Login to see the signal | |
Nebius signs $17.4 billion AI infrastructure deal with Microsoft, shares jumpSummaryNebius will supply Microsoft with $17.4B–$19.4B of GPU infrastructure over five years, starting later this year, boosting AI compute capacity and accelerating Nebius' AI cloud growth; shares jumped after the announcement. |
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Amazon (AMZN) Jumps as Anthropic Backing Boosts AWS Revenue Outlook | TradingView | Login to see the signal | |
AMZN: Amazon Stock Climbs 4% as Traders Ramp Up Bets on Anthropic as Revenue StreamSummaryAmazon stock jumped after Anthropic’s $183B valuation and funding round, boosting expectations that AWS will capture sizable AI infrastructure revenue and drive future growth. |
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Alphabet (GOOGL) Soars After CEO Announces Jamnagar Cloud Region to Power Reliance AI | Reuters | Login to see the signal | |
Google CEO Will Set Up Jamnagar Cloud Region To Offer AI Services For Reliance BusinessesSummaryAlphabet's CEO announced a Jamnagar cloud region to deliver AI services for Reliance, expanding Google Cloud's India footprint and strengthening a strategic partnership. |
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