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Ai Cloud

All articles tagged with #ai cloud

business17 days ago•16 min saved

Iren Stock Breaks Out as Nvidia Deal Highlights AI Cloud Push

Iren Limited’s stock extended its breakout after Nvidia signed a $3.4 billion cloud-services deal with Iren, with Nvidia set to invest about $2.1 billion via share purchases. Analysts remain bullish despite a Q3 miss, noting the Nvidia pact—alongside Iren’s prior Microsoft AI-cloud engagement—validates Iren’s ability to monetize AI infrastructure and lift its AI Cloud ARR toward $3.7 billion. Price targets from analysts vary (e.g., Compass Point at $105, HC Wainwright at $85) with a street consensus around $72.56, indicating meaningful upside ahead.

via TipRanks|

#ai-cloud #analysts #business

business1 month ago•36 min saved

Jane Street Bets $6B on CoreWeave AI Cloud, Adds $1B Equity Stake

Jane Street committed about $6 billion to CoreWeave’s AI cloud and acquired a $1 billion equity stake, expanding their partnership to deploy next-generation compute for large-scale ML and trading across CoreWeave’s facilities, including NVIDIA’s Vera Rubin tech.

via CoreWeave|

#ai-cloud #business #coreweave

technology1 month ago•36 min saved

CoreWeave and Anthropic Strike Multi-Year AI Compute Pact for Claude

CoreWeave and Anthropic announced a multi-year agreement to run Anthropic’s Claude models on CoreWeave’s AI cloud, enabling production-scale workloads with high performance and reliability; the deal expands CoreWeave’s ecosystem to include nine of the top AI model providers and will begin rolling out later this year.

via CoreWeave|

#ai-cloud #anthropic #claude

technology1 month ago•35 min saved

Meta and CoreWeave Extend AI Cloud Pact to $21B by 2032

CoreWeave and Meta Platforms expanded their AI cloud agreement to roughly $21 billion through December 2032, with CoreWeave provisioning dedicated capacity across multiple sites and enabling early NVIDIA Vera Rubin deployments to scale Meta’s AI inference workloads, signaling surging demand for high-performance AI infrastructure.

via CoreWeave|

#ai-cloud #coreweave #inference-workloads

technology2 months ago•13 min saved

NVIDIA and Nebius Team Up to Build a Gigawatt-Scale AI Cloud

NVIDIA and Nebius unveiled a $2 billion partnership to scale Nebius's full-stack AI cloud, enabling more than 5 gigawatts of NVIDIA-powered capacity by 2030 through AI factory design, optimized inference and agentic AI software, and deployment of multi-generation NVIDIA infrastructure across Nebius’s platform.

via NVIDIA Newsroom|

#ai-cloud #ai-factories #inference

business2 months ago•27 min saved

CoreWeave Posts Record 2025 Revenue Backlog as AI Cloud Expands

CoreWeave reported strong Q4 2025 and full-year results, with revenue of $1.57B in Q4 and $5.13B for 2025, and a net loss of $452M for Q4 and $1.17B for the year due to interest expense and non-GAAP adjustments. Adjusted EBITDA reached $898M in Q4 and $3.09B for the year. Revenue backlog grew to $66.8B, underscoring strong demand visibility as the company expands its AI cloud footprint. CoreWeave added about 260 MW of capacity (now >850 MW) and has ~3.1 GW of contracted power, completed its IPO in March 2025 (Nasdaq: CRWV), and pursued acquisitions (Monolith, Marimo) and partnerships to broaden its platform, including federal offerings.

via CoreWeave|

#acquisitions #ai-cloud #business

business4 months ago•2 min saved

IREN's AI and Data Center Growth Sparks Investor Optimism

The article discusses the evolving narrative around IREN, highlighting a slight increase in its fair value estimate and contrasting analyst views—some bullish on its AI cloud potential and others cautious due to execution and financing risks. Major firms have raised price targets based on AI cloud growth and data center expansion, while some remain skeptical about near-term project risks and sector challenges, reflecting a divided outlook on IREN's future.

via Yahoo Finance|

#ai-cloud #analyst-opinions #business

business6 months ago•4 min saved

CoreWeave's Stock Plummets Amid Earnings and Data Center Delays

CoreWeave reported strong Q3 revenue but lowered its 2025 guidance due to supply constraints, causing a 15% stock drop. Despite a net loss, the company has secured significant debt and expanded its AI cloud services, with analysts maintaining a neutral outlook and a revised price target of $140.

via TheStreet|

#ai-cloud #business #coreweave

business6 months ago•2 min saved

Microsoft Secures $9.7B AI Cloud Deal with Australia’s IREN

Microsoft has signed a $9.7 billion five-year deal with IREN to purchase AI cloud capacity, including Nvidia accelerator systems, which is expected to generate $1.94 billion annually for IREN and expand Microsoft's AI infrastructure capabilities.

via Bloomberg|

#ai-cloud #business #cloud-capacity

business6 months ago•4 min saved

IREN Signs $9.7bn AI Cloud Deal with Microsoft

IREN has signed a $9.7 billion multi-year GPU cloud services contract with Microsoft, involving the deployment of NVIDIA GB300 GPUs at IREN's Texas data centers, supported by a partnership with Dell Technologies, marking a significant expansion of IREN's AI cloud services.

via GlobeNewswire|

#ai-cloud #business #gpu-contract

business6 months ago•2 min saved

Core Scientific Shareholders Reject $9B CoreWeave Deal

CoreWeave terminated its $9 billion all-stock merger with Core Scientific after shareholders rejected the deal, leading to a decline in CoreWeave's stock. The deal's rejection reflects ongoing investor caution despite the growing AI cloud market, with CoreWeave continuing to operate its data centers and serve major clients like OpenAI and Microsoft.

via Investor's Business Daily|

#ai-cloud #business #core-scientific

business7 months ago•2 min saved

Oracle's Stock Rises Amid Cloud and AI Growth Outlook

Oracle's stock experienced volatility after clarifying its AI cloud server rental business's gross margin, which it states is 35% over a contract's life, contrasting with a recent report of 14%. The company raised its 2030 revenue forecast for Oracle Cloud Infrastructure from $144 billion to $166 billion, reflecting strong growth prospects, but its stock fell slightly after the announcement. Oracle also highlighted the financial impact of data-center expenses during rapid expansion and maintained optimistic long-term growth projections, driven by a large backlog including a significant contract with OpenAI.

via Barron's|

#ai-cloud #business #gross-margin

business7 months ago•2 min saved

Oracle Stock Rises on Cloud Revenue Outlook and Strategic Deals

Oracle clarified that its AI cloud server rental business has a 35% gross margin over the contract's lifetime, countering recent reports of a 14% margin, and raised its 2030 revenue forecast for Oracle Cloud Infrastructure from $144 billion to $166 billion, leading to a positive stock response despite some short-term fluctuations.

via Barron's|

#ai-cloud #business #cloud-margins

business7 months ago•2 min saved

Oracle Shares Surge on AI Cloud Growth and Profitability Confidence

Oracle shares rose after announcing that its AI cloud infrastructure projects could achieve a gross margin of 35%, alleviating concerns about profitability. The company expects to reach $225 billion in annual revenue by 2030, surpassing analyst estimates, with a projected $21 per share in profit, driven by large deals with major AI players like OpenAI and Meta.

via Bloomberg.com|

#ai-cloud #business #data-centers

business8 months ago•6 min saved

Nebius Stock Surges on Major AI Deals and Strategic Partnerships

Nebius, an AI-focused cloud company emerging from Russia, has seen its stock surge from $20 to $89 in a year, driven by strong revenue growth projections, a major $17.4 billion deal with Microsoft, and strategic partnerships with Nvidia. Its specialized AI infrastructure positions it for a potential valuation exceeding $100 billion by 2030, though risks include high valuation multiples and geopolitical concerns.

via Forbes|

#ai-cloud #business #gpu-infrastructure