Northland Starts Coverage of Four Neocloud Stocks With Big Upside Targets
Boost Run, IREN, ChronoScale and SharonAI get Outperform ratings as Northland lifts its long-term AI-as-a-Service market view to $4T.
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Nvidia Pauses Some AI Cloud Deals, but SharonAI’s Existing Cluster Looks Safe
Nvidia paused some AI cloud financing deals over antitrust concerns. Lucid says SharonAI’s existing 40,000-GPU cluster remains intact and keeps a Buy rating.
Cisco and Supermicro Partner to Deliver Rack-Scale AI Infrastructure with NVIDIA
Cisco and Supermicro are joining forces to make powerful, secure AI systems easier for companies to deploy and manage.
Sharon AI Posts Massive Contract Wins but Stock Slips on Weak Near-Term Revenue
Sharon AI stock dropped after Q2 results, even with a $4.9B six-year NVIDIA deal for up to 40,000 GB300 GPUs and $8.8B total contracts.
SHAZ Signs $373m AI Cloud Agreement, Contracts 120MW of Capacity
Sharon AI signs a US$373 million five-year AI cloud agreement with a global platform, contracting 120MW capacity and 2,048 NVIDIA Blackwell GPUs.
Bloom Energy, CoreWeave & Nebius Soar as Fund Margin Calls Ease
Bloom Energy, CoreWeave, and Nebius rebound as Microsoft’s 43% Azure growth and Mizuho/Truist Buy upgrades help ease AI fund margin-call selling pressure.