Stories tagged #Neocloud

IREN Delivers Horizon 1 to Microsoft Under $9.7B Deal

zippfeed.com

🔥BULLISH

2h ago

IREN Delivers Horizon 1 to Microsoft Under $9.7B Deal

The first 50MW Horizon 1 stack at Childress, Texas, is also Nvidia Exemplar Cloud-certified, validating the bitcoin-mining-to-AI pipeline pivot under live hyperscaler demand.

TheBlock

CoreWeave (CRWV) Surges 16% on $2.58B Quarter as AI Tops Crypto

zippfeed.com

🩸BEARISH

6d ago

CoreWeave (CRWV) Surges 16% on $2.58B Quarter as AI Tops Crypto

CoreWeave's $104B contracted backlog and 5-10pp margin expansion on new deals show AI compute is winning the structural capital rotation away from bitcoin and broader crypto.

CoinDesk