Anthropic Signs Reported $35 Billion Cloud Deal With Nvidia-Backed Lambda
Lambda, backed by Nvidia, has a reported $35B agreement to supply Anthropic with GPU compute at Hut 8’s Nueces County data center in Texas.
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IREN Completes Horizon 1 for Microsoft, Achieves Top NVIDIA Cloud Certification
IREN delivers Horizon 1 AI data center to Microsoft and achieves NVIDIA Exemplar Cloud status. First of four 50MW facilities in $9.7B Texas deal.
Microsoft Plans to Unveil Maia 300 AI Chip in September, Eyes Massive Production Ramp
Microsoft plans to unveil its Maia 300 AI chip this fall and secure TSMC capacity for over 300,000 units in 2027 to cut Nvidia reliance.
Microsoft Sets All-Time Record With Nearly $450 Billion One-Day Market Value Gain
Microsoft sees Azure growth of 45%, topping estimates and delivering the largest one-day market-value gain ever recorded.
Azure Growth Eases Concerns Over Microsoft’s Heavy AI Spending
Microsoft beats Q4 estimates with $90B revenue and Azure up 43%. Cloud revenue reaches $59.3B as AI demand eases concerns over heavy spending.
Trump Administration Taps Oklo and X-Energy to Power AI Data Centers with Advanced Nuclear Reactors
A new federal initiative brings Oklo’s Aurora and X-Energy’s Xe-100 reactors into the spotlight as solutions to AI’s surging electricity demand.