IREN Limited secured a major data center contract with Microsoft and was used as a market benchmark.

The entities involved

• Microsoft →

  American multinational technology corporation

  • Nvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Mon 17:31
  • Cloud giants, including Microsoft, Amazon, Anthropic, OpenAI, and Google, are benefiting from overall AI market growth while navigating corporate cost containment and future market competition.Mon 16:50
• Nvidia →

  American multinational technology company

  • Apple is utilizing TSMC for advanced chip manufacturing, a trend observed alongside market pricing pressures affecting sales volume.Mon 17:45
  • A market sell-off hit major chip companies (AMD, Intel, Micron, Samsung, Nvidia) as the AI trade cooled and investors entered risk-off mode.Mon 17:34

Related events

• CoreWeave deploys Nvidia chips while new polls and analyses detail public opposition challenges to data centers.Sep 9
• Nvidia and OpenAI are in talks regarding massive data center funding backstop.Jul 27
• Political scrutiny is focused on data center support stances involving Nvidia and Josh Shapiro.Aug 26
• Hut 8, Nvidia, and Broadcom are linked to a Texas data center project, facing competition and advocating for increased buyback authorization.Sep 5
• Data center plans involving Nvidia and OpenAI could generate $600B in revenue.Aug 18