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Advanced Micro Devices Inc. is planning to raise as much $5 billion in what could be the chipmaker’s biggest-ever investment-grade bond sale, adding to a wave of debt tied to the artificial intelligence boom.
IREN Limited recently confirmed that Horizon 1, the first of four 50MW direct-to-chip liquid-cooled AI cloud deployments, has been delivered to and accepted by Microsoft under their five-year, US$9.70 billion cloud services contract. In parallel, IREN secured NVIDIA Exemplar Cloud status for its GB300 NVL72 deployment at Horizon 1, underscoring its capability to run high-performance AI workloads at scale for hyperscale customers. We’ll now explore how Microsoft’s acceptance of Horizon 1...
CRWV raises 2026 capex to $35-$39B as surging AI demand, a $104.2B backlog and over $25B in new commitments support its rapid capacity buildout.
Michael Burry is pointing at a $770 billion AI spending wave and asking whether the money circling through hyperscalers, chip makers, and AI labs is creating real value or just the appearance of it.
Databricks Inc. has secured $5 billion in funding at a valuation of $190 billion, the second round of financing this year for a fast-growing software firm that competes with Snowflake Inc. and Alphabet Inc.
SpaceX is seeking to aggressively expand its data center capacity.
IREN Ltd. (NASDAQ:IREN) shares jumped over 10% Thursday after Microsoft Corp. (NASDAQ:MSFT) formally approved Horizon 1, clearing the first of four AI data centers IREN is building under their five-year, $9.7 billion cloud services deal. The milestone may be the...
<body><p>STORY: ''There is a shift in strategy in recent years where they are hoping to get contracts from well-funded, very large Chinese firms that are looking to expand overseas.''</p><p>:: How is Microsoft maximizing it's minor market in China? </p><p>:: Beijing, China / August 13, 2026 </p><p>:: Eduardo Baptista, Chief technology correspondent</p><p>:: September 23, 2015</p><p> ''So the relationship between Microsoft and China is three decades long, and it's very deep. And it began in the nineties with a lot of investment from the company into what was still a very immature tech market. And, you know, back then, Bill Gates, he really wanted to bring technology to China for China.''</p><p>''The company still has had a lot of struggles in recent years as geopolitical tensions have affected Chinese domestic demand for a lot of Microsoft software. And there's also U.S. restrictions on how much advanced tech U.S. companies can supply clients in China. And so the squeeze from both sides has been a defining, uh, dynamic in Microsoft's development here in China over the past ten years. ''</p><p>''But I think, you know, ultimately there's still a business case for Microsoft to stay in China with this AI boom that has created a very interesting niche whereby companies like ByteDance, Shein, Pinduoduo, also known as Temu, you know, they are now global companies. They're not just companies that are trying to conquer the Chinese market. And so when you go global, right, you need companies with global coverage like Microsoft, right? Especially if you want to stay compliant with, you know, overseas regulators and customer requirements.''</p><p>''I think what this shows is that for US tech firms in China the opportunity is less so in conquering Chinese users or the Chinese customer base. ''</p></body>
Eisman said OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google, and Oracle
IREN co-founder and co-CEO Daniel Roberts said that IREN looks forward to “building on this momentum with Microsoft” as the remaining Horizon deployments come online.
IREN Limited (NASDAQ:IREN) shares gained 6% on Thursday morning after the company completed delivery of its Horizon 1 AI infrastructure deployment to Microsoft and secured NVIDIA Exemplar Cloud status for its GB300 NVL72 installation. The milestones mark further progress in IREN’s large-scale AI Cloud expansion strategy and its five-year agreement with Microsoft.
Microsoft accepted the first of four liquid-cooled deployments under IREN’s $9.7 billion contract, while NVIDIA awarded the GB300 system Exemplar Cloud status after testing.
Microsoft shares could stay on fire.
Investing.com -- Bill Ackman disclosed six new portfolio holdings on Thursday, including Netflix, Visa, and Mastercard, representing his largest portfolio restructuring in several years.
Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.
Apple's record June quarter and Microsoft's cloud growth set a strong tone as NVIDIA remains the lone Magnificent Seven member yet to report.
Bill Ackman unveiled six new holdings including Netflix, Visa and Mastercard, marking the billionaire investor's biggest portfolio overhaul in years. Ackman said on Thursday he acquired shares starting in the second quarter that will be held in his investment funds including his newest offering Pershing Square USA, which was listed on the New York Stock Exchange in April. Along with Netflix, which Ackman held briefly in 2022 before selling at a loss, his funds are also investing in eye care firm Alcon, exchange operator Intercontinental Exchange and financial data provider S&P Global.
SpaceX's post-earnings collapse wiped out a fortune most billionaires never accumulate, and then the rebound did something almost no one expected in the days that followed.
While its two biggest cloud rivals soared past the market this year, one hyperscaler kept beating earnings estimates and still watched its stock fall. Now a single analyst thinks the gap between perception and reality has grown wide enough to matter.
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
Google-parent Alphabet is planning the largest percentage increase in AI spending, with 2026 capital expenditures projected at roughly $195 billion to $205 billion.
A 16% annualized return sounds ambitious for trillion-dollar companies, yet three Nasdaq giants have the earnings architecture and AI tailwinds to make that math surprisingly plausible before the decade ends.
Microsoft once regarded the idea of quitting China as unthinkable. In the past five years, however, at least 15 Microsoft branch offices and joint ventures in China have been shut, corporate filings show, and Microsoft is pursuing what five company sources described as a strategy of retreat. The firm considered quitting the market in 2023 because some executives felt it took on too much geopolitical risk for too little economic return, one of them said, while stressing Microsoft has no current plans to exit.
The rebound may have just begun for these two companies.
Adyen, the Dutch firm that handles payments for Spotify and Microsoft, raised its annual revenue growth forecast on Thursday as it continued to win more customers and invest in its payments technology. Adyen now expects net revenue to grow between 21% and 23% in 2026, compared with a previous range of 20% to 22%. Half-year adjusted core earnings reached €641.5 million, against analysts' estimate of €647.2 million, reflecting higher costs from its recent acquisitions.
Nvidia (NVDA) sold its most valuable chips to the world’s biggest tech businesses in the AI boom. What is disconcerting is that some of those same consumers now are paying big to establish alternatives. Microsoft (MSFT) might be poised to demonstrate just how serious that threat has gotten. The ...
Blackbaud (NasdaqGS: BLKB) has integrated Microsoft 365 Copilot with Raiser's Edge NXT, bringing AI-driven fundraising insights directly into Microsoft 365 tools. The integration is designed to surface real-time donor and campaign intelligence inside familiar workflows for fundraising professionals. Blackbaud positions the move as part of its focus on secure, workflow-native AI tailored specifically to nonprofit organizations. AI moving deeper into everyday productivity tools is a wider...
Most tech workers who max their 401(k) think they have hit the ceiling, but a quiet provision in the tax code opens a second contribution window that their employer may already support without telling them.
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