Microsoft and IREN have a  five-year, $9.7 billion AI cloud services agreement . Under the deal, IREN will provide Microsoft with access to high-performance AI computing capacity, utilizing Nvidia's GB300 GPUs housed in IREN's data centers in Texas.   Key Details of the Agreement Contract Value and Duration : The agreement is valued at approximately $9.7 billion and runs for five years, through 2031. Services Provided : IREN (formerly a bitcoin miner) will act as an AI cloud service provider, managing and hosting the computing infrastructure for Microsoft, who will use the capacity for its Azure AI services. Hardware : The deal provides Microsoft access to systems built with Nvidia's advanced GB300 GPUs, which are designed for demanding AI workloads. Location and Capacity : The GPUs will be deployed in phases through 2026 at IREN's new liquid-cooled "Horizon" data centers at its campus in Childress, Texas, supporting approximately 200 megawatts of critical IT ...

  Nebius The AI ‑ infrastructure stock is rallying sharply as investors react to fresh commentary on its Finland data ‑ center campus, a growing wall of analyst optimism, and a new investor ‑ relations appearance at the UBS Global Technology and AI Conference. November 24, 2025 Amsterdam, November 24, 2025 — Nebius Group N.V. (NASDAQ: NBIS), a leading AI infrastructure company, today announced that Marc Boroditsky, Chief Revenue Officer, and Neil Doshi, Vice President of Investor Relations, will take part in a fireside chat at the UBS Global Technology and AI Conference. The session is scheduled to take place on December 3 at 7:55 AM (PT) / 10:55 AM (ET) / 4:55 PM (CET).

  AI News Amsterdam, November 11, 2025  — Nebius Group N.V. (NASDAQ: NBIS), a leading AI infrastructure company, today announced its unaudited financial results for the third quarter ended September 30, 2025. The Company today also published founder and CEO Arkady Volozh’s quarterly letter to shareholders, available on its investor relations website at  https://nebius.com/investor-hub . Nebius today also announced a new agreement to deliver AI infrastructure to Meta valued at approximately $3 billion over 5 years . ... I REN Secures $9.7bn AI Cloud Contract with Microsoft NEW YORK, November 3, 2025 (GLOBE NEWSWIRE) – IREN Limited (NASDAQ: IREN) (“IREN”) today announced it has signed a multi-year GPU cloud services contract with Microsoft. Under the agreement, IREN will provide Microsoft with access to NVIDIA GB300 GPUs over a five-year term, with a total contract value of approximately $9.7 billion, including a 20% prepay...