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Market Competition Partnerships Baidu Cloud GPU Deployments CoreWeave AI Model Training Enterprise Solutions GPU Expansion GPU Procurement OpenAI Data Centers NVIDIA Partnership Nebius Talking Factory Oracle Market Growth GPU Clusters Market Share Hut 8 AI Services AI Cloud Revenue Financial Performance Managed Services Data Management Azure AI SK Telecom Neocloud Providers Revenue Growth Market Trends GPU Services

IREN Locks $4 Billion ARR as AI Revenue Tops Mining but Posts Large Loss

Contracts validate strong demand while GAAP revenue depends on delivering customer‑accepted, capital‑intensive GPU deployments.

Microsoft Accepts IREN’s First 50MW Horizon, Enabling Billing Under $9.7B Cloud Deal

Lee Travels to San Francisco to Press U.S. AI Firms on Korea’s Chip and AI Megaprojects

Microsoft Confronts Investor Doubt Over Massive AI Buildout as Valuation Falls to Decade Low

IREN to Join MSCI USA Index on Feb. 27 as It Pivots to AI Cloud

Alibaba Launches Qwen Upgrade for In-Chat Ordering, Payments and Travel Booking

Iris Energy Announces New AI Partnership, Plans Expanded GPU Deployments as Stock Volatility Persists

IREN Posts Record Quarter as $9.7 Billion Microsoft Pact Anchors Aggressive AI Cloud Pivot

CoreWeave to Acquire Monolith AI, Extending Its Cloud Into Industrial R&D

IREN Doubles AI Cloud to 23,000 GPUs With $674 Million Order