IREN

$NVDA $NBIS $IREN $CRWV The world is not ready for the speed of the buildout ahead of us. NVIDIA just unveiled DSX POD at GTC Berlin: complete Vera Rubin AI factories, built and tested inside containers before they ever leave the factory…

Shinhan Securities: Supply Base and Monetization Structure of Major AI Computing Providers $CRWV $NBIS $IREN $SPCX $AKAM $SHAZ

$SPY rose 0.48% to $766.91 today, with AI and chip stocks leading a bounce after last week's selloff. Here are the top stories you need to know. 1. Chip stocks bounced back as the Philadelphia Semiconductor Index rose about 2% to snap an…

FUNDA sees a risk to neolabs (newly funded AI labs) requiring a vigorous cycle of raising new capital: "We noted that their funding could support roughly six to twelve months of spending, after which continued purchases would depend on…

$SPY finished nearly flat today, down about 0.06% and closing near $778 after dipping as low as about $777. Here are the top stories you need to know. 1. $MSFT announced Maia 300, calling it its biggest bet yet on custom silicon, and said…

Wow... Possibly a leaked deal with $IREN and Anthropic. https://t.co/mGlQjENImo

$30 BILLION valuation and the IPO collapsed in less than 48 hours. An Nvidia cbacked Australian AI data center company, Firmus Grid, was looking to go public at a valuation nearly 3X what it was worth less than three months ago. The…

IREN continues to come up in our conversations with neocloud customers, and usually for the wrong reasons. In Prince George and Mackenzie in Northern BC, Canada, we’ve heard the stories: multi-day power outages, network upgrades, storage…

Rothschild & Co: Overview of the AI infrastructure stack $NBIS $IREN $ORCL $META $GOOGL $AMZN $GOOG

78.4% of tokens through Vercel's AI gateway run on open models. This is Guillermo Rauch's data from real production traffic. Not a survey. Chamath's read: the top three models are open source within 12 months. The economic winners are the…

I still think neoclouds are one of the best sectors to be invested in and this is exactly why. A three year old H100 just got a 17% price hike. Blackwell got 20%. We are still that compute constrained. The pricing power in this sector is…

Morgan Stanley sees neocloud capex rising to ~$94 billion in 2027, up from ~$69.3 billion in 2026. $NBIS $IREN $CRWV https://t.co/Amt8ZiFqXp

AI computing demand may never be sated, says CEO of Nvidia partner Iren Tech infrastructure boom is ‘fundamentally different’, according to co-founder of cloud computing challenger https://t.co/CGSyiLEZ40 via @ft

We need more compute than ever before because AI is moving into the everyday operations of ordinary businesses (Save this). The chart shows that 22.4% of firms are already using AI in their regular business functions, while another 25.9%…

IREN is going significantly higher if it successfully converts its power and data centers into AI infrastructure. The central thesis is that IREN is increasing both the amount of AI capacity it operates and the revenue it earns from each…