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IREN successfully delivered its first AI Cloud deployment (Horizon 1) to Microsoft, marking a significant milestone in their $9.7 billion contract. The successful deployment highlights IREN's operati…
IREN signed $2.8B in new AI cloud contracts, raising its 2026 ARR target to over $4B. Shares jumped 15% as the bitcoin miner pivots toward AI infrastructure, partnering with Microsoft and NVIDIA.
Microsoft reported strong AI-driven cloud growth, robust margins, and secured a major OpenAI contract, signaling sustainable revenue expansion, while Alibaba faces severe profitability challenges des…
Microsoft advances AI cloud services and partners with Broadcom on custom chips, gaining management approval amid competition with Amazon.
Wedbush analyst Dan Ives ranks Microsoft top AI hyperscaler, citing strong cloud growth prospects despite high valuation concerns driving bullish trading interest.
JPMorgan highlights Microsoft's $9.7B contract with IREN as key to AI-cloud growth, projecting strong long-term returns despite execution risks and capital needs from rapid GPU expansion.
IREN secured a $9.7 billion AI cloud deal with Microsoft deploying NVIDIA GPUs, signaling strong growth potential and driving positive sentiment for MSFT and NVDA amid expanding AI infrastructure dem…
Microsoft secured a $9.7 billion contract with Iris Energy, expected to generate $1.9 billion in AI Cloud ARR, boosting Iris Energy's Q1 profits and growth outlook for 2026 with expanding data center…
NVIDIA sees strong but slowing AI-driven revenue growth amid stretched valuations, while quantum computing gains attention as the next disruptive tech frontier with IonQ and Rigetti leading advanceme…
IREN signs a $9.7 billion multi-year GPU cloud services contract with Microsoft, leveraging Nvidia GPUs over five years, while Dell supplies the hardware for $5.8 billion. This partnership supports s…
Neocloud providers like CoreWeave and Nebius rapidly expand AI cloud capacity with major deals from Microsoft and Meta. While CoreWeave's take-or-pay contracts reduce debt risk, reliance on Nvidia GP…
CoreWeave secured major cloud capacity deals with Meta and OpenAI, highlighting growth in AI infrastructure. Microsoft expands its AI cloud dominance with a $17.4 billion contract with Nebius, emphas…