CA
NZ
UK
AU
IND
US
IREN (NASDAQ: IREN) closed a $3.65 billion GPU financing facility carrying investment-grade credit ratings from Fitch and DBRS, a milestone transaction that validates the company's transformation from cryptocurrency miner to contracted AI infrastructure provider. The ratings were anchored by a revenue offtake agreement with …
Legacy cryptocurrency miners spent years accumulating a resource that has become unexpectedly scarce in the AI era: large-scale, grid-connected electrical capacity with permitted transmission access. As hyperscale cloud providers scramble for power to run GPU clusters, former Bitcoin miners are finding that their most …
Sharon AI (ASX: SHAZ) entered a landmark six-year strategic compute collaboration with Nvidia (NASDAQ: NVDA), marking one of the most significant AI infrastructure partnerships announced in the Asia-Pacific region in 2026. The deal sent SHAZ stock sharply higher, reflecting investor confidence in the company's …
Nvidia (NASDAQ: NVDA) is broadening its AI infrastructure footprint through a network of strategic cloud partner agreements that extend well beyond the United States, with Australia positioned as a key hub for GPU-powered data-center expansion in the Asia-Pacific region.
Cipher Digital (NASDAQ: CIFR) priced a substantial senior secured debt offering through its Stingray Compute subsidiary, raising $810 million at an interest rate of 6.00% per annum with maturity in 2031. The notes were priced at a slight discount to par and are expected …
IREN (NASDAQ: IREN) reported AI Cloud Services revenue growth exceeding 140% on a sequential basis in its most recent quarter, with the segment expanding from approximately $7 million to $17 million. The result provides the first substantial commercial evidence that the company's pivot from …
The shares have surged, ranking among the strongest performers tied to the AI buildout, and the company has drawn a reported strategic investment from NVIDIA to support its research, capacity and U.S. manufacturing. Market attention has turned to whether Lumentum can expand capacity fast …
From NVIDIA's perspective, CoreWeave represents a proven, large-scale deployment partner for its most advanced GPU hardware. CoreWeave has consistently been among the first cloud providers to bring new NVIDIA GPU generations to market at scale. It achieved Exemplar Cloud status for the GB200 in …
CoreWeave completed four acquisitions in 2025, each targeting a different layer of the AI development stack. Analyzed together, the acquisitions reveal a deliberate strategy: to evolve from a GPU infrastructure provider into a full-stack AI cloud platform capable of capturingRevenueat every stage of the …
CoreWeave's emergence as a meaningful storage provider illustrates the platform evolution happening beneath the surface of the GPU infrastructure narrative. The crossing of $100 million in storage ARR, combined with an 80% attach rate among large customers, signals that CoreWeave is building a multi-product …
Please wait processing your request...