Before we get to today’s column, OpenAI is continuing its trend of diversifying its cloud compute providers away from Microsoft. Monday morning, the ChatGPT maker announced that it has signed a ...

For Amazon, which has struggled to compete in the AI age, the deal is an endorsement of its ability to build and run enormous ...

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

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

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

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

Microsoft continues its AI infrastructure outsourcing strategy, signing a $9.7 billion, five-year deal with IREN for NVIDIA ...

Microsoft Corp has signed an approximately $9.7 billion deal to purchase AI cloud capacity from IREN, becoming the Australian company’s largest customer.

IREN stock 30% zoomed in premarket trading ahead of the U.S. open, suggestive of furthering a nearly 500% year-to-date equity gain.

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