IREN Limited: $9.7B Microsoft Catalyst, But I Remain Cautious Into Q1 On Dilution Risk

IREN Limited's $9.7B Microsoft deal and Sweetwater hub expansion could boost AI cloud growth and GPU capacity. Click for my ...
CoinDesk

Wall Street's Biggest IREN Bull Hiked Price Target to $142 After $9.7B Microsoft AI Deal

The bitcoin miner turned AI infrastructure play received three price target raises following yesterday's news, including from ...
TipRanks on MSN

Microsoft (MSFT) Grabs Foothold in ‘Neocloud’ Space via $10B IREN Deal

Australian data center operator IREN Limited ($IREN) — originally a Bitcoin mining firm now aggressively expanding into the ...

IREN × Microsoft: Contract Big Enough To Reset The Model

Bottom line: This is the kind of contract that moves IREN from “story” to “underwritten capacity.” On our framework, the ...

Lambda Announces Multibillion-Dollar Agreement With Microsoft to Deploy AI Infrastructure Powered by Tens of Thousands of NVIDIA GPUs

Lambda to deliver mission-critical AI cloud compute at scale under a multi-year contract. Lambda, the Superintelligence Cloud, today announced a multibillion-dollar agreement with Microsoft to deploy ...

Microsoft to ship Nvidia chips to United Arab Emirates; invest $15.2 billion

Microsoft announced Monday that it has export licenses to ship Nvidia chips to the United Arab Emirates to help boost its ...