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IREN Shifts From Bitcoin Mining to AI With $4 Billion of Contracted ARR and $25–30B Build Plan

Financing plus timely delivery plus customer acceptance will determine whether the contracted GPU capacity converts into GAAP revenue

Meta Becomes One of Microsoft's Largest Azure AI Customers

Microsoft and Databricks Extend Strategic Azure Partnership Into the 2030s

Meta's Reported Move Toward Selling GPU Compute Sends Neocloud Stocks Lower

SpaceX Recasts Itself as an AI‑Compute Provider With Major Google and Anthropic GPU Leases

Microsoft Launches In‑House AI Models at Build 2026 to Shift Off Third‑Party LLMs

Hyperscaler AI Buildouts Lift Pick‑and‑Shovel Suppliers as Nvidia Controls Tight GPU Supply

Rackspace Soars After Revenue Beat and AMD AI Cloud MOU

CoreWeave Q1 Results Due Thursday With Big Move Priced In

Nebius Seals $27 Billion Meta Deal and Gains $2 Billion From Nvidia to Ramp AI Data Centers

Amazon Rises After Dual $300 Calls as AI Deals Lift AWS Outlook

Jefferies Trims Alibaba Target to $212, Reaffirms Buy on AI–Cloud Strategy

CoreWeave Shares Climb 11.1% for the Week on Perplexity Deal, Nvidia Demand Signal

Amazon, Alphabet, Microsoft, Meta and Oracle Set 2026 AI Capex Above $700 Billion

Cloudflare Jumps After Q4 Beat and Higher Sales Outlook on AI-Fueled Demand

AWS Lands Three-Year Prosus Cloud–AI Deal Valued in the Hundreds of Millions

Google Cloud and Liberty Global Sign Five-Year AI Partnership in Europe

Anthropic Strikes $30 Billion Azure Deal to Scale Claude on Nvidia Hardware

Microsoft Posts Strong Quarter as Azure Surges, Backlog Hits $392 Billion

Anthropic Taps Google Cloud for Up to 1 Million TPUs in Deal Worth Tens of Billions