Neoclouds Turn Nvidia GPU Access Into Leverage Over Hyperscalers
Specialized GPU cloud firms called neoclouds are gaining an increasingly powerful negotiating position over the hyperscalers that have long dominated…
Microsoft (MSFT) Stock News
Latest Microsoft stock news — Azure cloud growth, AI product launches, quarterly earnings and MSFT price analysis.
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IREN’s AI cloud contract pricing jumps to $25 million per megawatt as demand outpaces supply
IREN's AI cloud contract pricing has jumped to roughly $25 million per megawatt of IT load, up from $9.70 million…
Nvidia’s ACIE Business Outgrows Hyperscalers as Data Center Revenue Tops Forecast
Nvidia's Data Center segment posted $89 billion in revenue last quarter, beating a $85.8 billion forecast, as its smaller ACIE…
Six Hyperscalers Set to Spend $1.3 Trillion on AI Capex in 2027 as Only Microsoft Stays Cash-Flow Positive
Six hyperscalers are projected to spend $1.3 trillion combined on AI capex in 2027, up from an estimated $870 billion…
Coinbase adds six tokenized stocks after $228 million debut on Base
Coinbase has added six tokenized equities to Base, including Amazon, Microsoft and Tesla, expanding its onchain stock lineup to ten…
