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

  • Abdul El-Sayed is a senatorial candidate in Ohio, coinciding with political rhetoric targeting H1B workers at Microsoft.Sun 22:27
  • Microsoft is utilizing technology from 3M within its cloud infrastructure.Sun 19:06
• Nvidia →

  American multinational technology company

  • An Australian investor invested in a basket of major tech companies including Netflix, Broadcom, TSMC, Nvidia, AMD, and Tesla.Sun 19:16
  • Geopolitical tensions in the Middle East are impacting chip stocks, specifically affecting leading semiconductor companies Nvidia and Marvell Technology.Sun 13:56

Related events

• Microsoft and Amazon, members of the Data Center Coalition, are addressing secrecy pacts and NDAs related to data center operations.Oct 14
• Microsoft is paying OpenAI for AI models and building its own MAI system, while Nvidia maintains high margins in the competitive AI hardware market.Jul 8
• Nvidia has strategic investments in Nebius Group, which is competing in the data center market against Oracle, alongside the presence of CoreWeave and OpenAI.Jun 8
• SpaceX, Starlink, Amazon, and Nvidia are involved in a new development regarding organizational structure, market expectations, and the use of expensive Nvidia chips for compute power.Sep 20
• Nvidia, Vertiv, and CoreWeave are all benefiting from the current boom in data center spending.Thu 15:50