Two stocks deliver tangible infrastructure rather than vaporware: a power-rich builder that just landed a $9.7 billion ...

Amazon.com Inc.’s cloud unit has signed a $38 billion deal to supply a slice of OpenAI’s bottomless demand for computing power. Amazon shares jumped.

OpenAI and Amazon have signed a multi-year agreement worth $38 billion under which the ecommerce giant will provide the ...

The deal will give Microsoft access to compute infrastructure built with Nvidia's GB300 GPUs, which will be deployed over ...

Nebius surged 140% in three months with strong Microsoft and Nvidia ties, rising ARR, and AI infrastructure momentum. See why ...

The deal is indicative of how miners’ once-volatile hardware fleets are increasingly viewed as strategic compute assets, ...

The past eighteen months have seemingly rewritten the economic playbook for digital infrastructure across North America, as ...

Microsoft has signed a $9.7bn deal with Iren to access the latter's GPUs. Spanning five years, the agreement will give ...

Sydney-based IREN also said it’s agreed to purchase the requisite GPUs and related equipment for $5.8 billion from Dell ...

IREN shares jumped 25% after announcing a $9.7 billion five-year deal to provide Microsoft with AI cloud capacity using Nvidia GB300 GPUs.

Sydney-based Iren will provide Microsoft with data centres for artificial intelligence under a five-year deal that is ...