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Tech industry
from24/7 Wall St.
5 days ago

Don't Focus Too Heavily on IREN's Q3 Today -- Look at What Comes Next

Energized Texas capacity, a Microsoft-driven revenue ramp, and a Mirantis acquisition shift the company toward a full-stack AI cloud operator with a $3.4B ARR target.
Business
from24/7 Wall St.
3 weeks ago

Why I Can't Stop Buying Neocloud Leader Nebius Group

Nebius Group has achieved significant revenue growth and positive EBITDA, indicating a strong business model and substantial market opportunity.
Tech industry
fromTNW | Artificial-Intelligence
1 month ago

Meta commits another $21 billion to CoreWeave, bringing total AI cloud spend to $35 billion

Meta has committed an additional $21 billion to CoreWeave for AI cloud capacity, raising their total partnership value to approximately $35 billion.
#coreweave
Tech industry
from24/7 Wall St.
1 month ago

CoreWeave Advances 4% as Meta Commits $21 Billion Through 2032: The AI Cloud King Is Stacking Contracts

CoreWeave's stock rises due to a $21 billion AI cloud partnership expansion with Meta, boosting its revenue backlog significantly.
fromTechCrunch
5 months ago
Business

Coreweave CEO defends AI circular deals as 'working together' | TechCrunch

Coreweave is building a new cloud-computing business model leveraging Nvidia GPUs as collateral, experienced IPO and acquisition setbacks, and endured significant stock volatility in 2024.
Tech industry
from24/7 Wall St.
1 month ago

CoreWeave Advances 4% as Meta Commits $21 Billion Through 2032: The AI Cloud King Is Stacking Contracts

CoreWeave's stock rises due to a $21 billion AI cloud partnership expansion with Meta, boosting its revenue backlog significantly.
more#coreweave
Business
from24/7 Wall St.
2 months ago

Nebius Group's Mushrooming Capex Overshadows Its Hypergrowth

Nebius Group achieved a $1.25 billion annualized AI cloud revenue run rate while aggressive GPU-driven capex expansion raises near-term profitability and cash-flow concerns.
#openai
fromTechCrunch
6 months ago
Business

Sam Altman says OpenAI has $20B ARR and about $1.4 trillion in data center commitments | TechCrunch

fromTechCrunch
6 months ago
Business

Sam Altman says OpenAI has $20B ARR and about $1.4 trillion in data center commitments | TechCrunch

more#openai
Venture
from24/7 Wall St.
4 months ago

Nvidia's Biggest AI Bet Is Crashing Its 'Secret Portfolio.' Can It Recover?

Nvidia's $3.84 billion AI investment portfolio is dominated (86%) by a 7% CoreWeave stake acquired via $350 million in pre-IPO investments.
Business
from24/7 Wall St.
5 months ago

3 Stocks Up 170% That Still Have More Explosive Growth Ahead

Select AI, crypto rebound, and tech-focused stocks have surged hundreds percent, but many are priced above fundamentals, risking sizeable pullbacks.
Business
from24/7 Wall St.
6 months ago

IREN Reports Record FY26 Q1 Profitability

IREN achieved record profitability and strong cash reserves but missed revenue estimates, remaining heavily reliant on Bitcoin mining while AI Cloud revenue remains minimal.
Artificial intelligence
fromBusiness Insider
6 months ago

The web is becoming a sprawling hive mind of AI agents, and Vercel wants to build a cloud to host them

The internet will host autonomous AI agents, and Vercel is building an AI cloud and tools to host and power agent-driven, AI-native software.
Cryptocurrency
fromBitcoin Magazine
7 months ago

Here's Why Bitcoin Miner IREN's Stock Is Soaring This Week

IREN pivoted from bitcoin mining to integrated AI-cloud operator, buying 12,400 GPUs and guiding AI Cloud to >$500M annualized revenue by Q1 2026.
Business
fromBusiness Insider
8 months ago

Elon Musk and Larry Ellison are battling for top spot on the rich list

Larry Ellison and Elon Musk are alternating as the world's richest person because Oracle's AI-fueled stock surge and Tesla share movements shift their net worths.
Silicon Valley
from24/7 Wall St.
8 months ago

Ellison Nearly Tops Musk as World's Richest Person

Oracle's AI-driven cloud optimism and share surge raised Larry Ellison's net worth to $364 billion, narrowly trailing Elon Musk.
#baidu
more#baidu
Artificial intelligence
fromIT Pro
10 months ago

Nvidia, Deutsche Telekom team up for "sovereign" industrial AI cloud

Nvidia and Deutsche Telekom are developing the world's first industrial AI cloud to enhance manufacturing and AI adoption.
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