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Corporate Agreements

Meta Platforms Long-term Contracts OpenAI Meta and AMD Long-term Supply Agreements Amazon and Military Google SpaceX and Anthropic Deal OpenAI and Meta Platforms Multi-Year Contracts Tencent and Apple AI Systems Microsoft Contract Collaboration Apple and Google Anthropic Oracle Broadcom and Google Microsoft and CoreWeave OpenAI Collaboration Apple and Broadcom Licensing Google and Epic Games Google and Marvell Strategic Alliances Service Agreements AMD-OpenAI Agreement Cloud Services OpenAI-AMD Agreement Service Provisioning Multiyear Contracts Compute Agreements AMD and Meta Collaboration Fluidstack Contract Amazon Web Services

Reddit Stock Jumps as Analysts Say Renewal Risk Is Largely Priced In

Baird argued the worst-case outcome for Reddit’s Google and OpenAI licensing deals is already reflected in the share price, leaving next year’s contract talks as the company’s key near-term risk.

IREN Pushes from Bitcoin Mining to AI Cloud as Growth, Financing and Pay Package Draw Scrutiny

Apple and Broadcom Extend Custom Chip Partnership Through 2031

Bloom Energy Expands Oracle Deal to Supply Up to 2.8 GW for AI Data Centers

CoreWeave Wins Anthropic Deal, Expands Meta Pact, Prices $5.25 Billion in Debt

Meta Strikes Multi-Year, Multibillion-Dollar Deal to Rent Google TPUs

Analysts Lift Targets as Cipher Mining Soars on Google-Backed AI Hosting Deal

Nebius Prices $3.7 Billion Raise to Scale GPU Capacity for Microsoft