#ai cloud

Bernstein Sees IREN AI-Cloud Pivot Driving $3.7B in Revenue

Bernstein’s latest research paints IREN as potentially the next Bitcoin miner to pivot into AI infrastructure, anchored by a multi-billion-dollar deal with Microsoft. The note frames this move as part of a broader, upcoming shift in mining economics as operators redirect energy a...

Bitdeer hits 70 EH/s in self-mining bitcoin operations, claims top spot by compute

Bitdeer's total hashrate under management grew to 78.1 EH/s, including its massive self-mining fleet and hosted machines.

💡 Quick Take: Naver Cloud’s advanced HyperCLOVA X large language model and robust data centers are positioning it as a critical alternative for Western enterprises seeking diversified AI infrastructure. 1. The Big Picture: Why This Matters Now 1.1. Global Context The global AI market is projected to reach $738 billion by 2026, driven by an escalating demand for scalable enterprise cloud…

Topic / Subject Nvidia is investing $2 billion in AI cloud company Nebius, making this one of the cleaner real tech deals of the day. It is not soft partnership language. It is a huge check tied to a larger cloud and data center buildout plan. TL;DR Nvidia will invest $2 billion in Nebius, and the companies are talking about more than 5 gigawatts of data center capacity by the end of 2030. The…

Merge/Unify all of the Windows taskbars from XENIX to Windows 11, and this is what the Windows 11 26H3 taskbar is going to look like in the age of AI + Cloud = AI Cloud. Well, let's see how that goes in 2027, even if Windows 12 does get a roll in that year. Crafted on Copilot.

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