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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 AI cloud market —

IREN's AI Takeover Begins

IREN secured a $9.7 billion, five-year AI Cloud contract with Microsoft covering 200MW and 20% upfront payment. Read why IREN stock is a Buy.
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 Bernstein, which lifted to $125.

Jim Chanos Warns IREN Taking 'All The Risk' In $9.7 Billion Microsoft AI Pact: 'Deal Will Decrease EPS'

Jim Chanos warns IREN is taking "all the risk" in Microsoft AI deal, claiming it will "decrease EPS" with returns below its cost of capital.

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 IREN earnings preview.

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 AI infrastructure powered by tens of thousands of NVIDIA GPUs,
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