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GlobeNewswire Inc.GlobeNewswire Inc.··Not Specified

IREN Lands $3.4B Five-Year AI Cloud Deal with GPU Leader NVIDIA

IREN secures $3.4B five-year managed AI cloud contract with NVIDIA, deploying 60MW of Blackwell GPU infrastructure in Texas.
NVDAIRENdata centerstrategic partnership
BenzingaBenzinga··Piero Cingari

Goldman Sachs Sees Nvidia's $1T AI Revenue Target as Conservative

Goldman Sachs raises Nvidia estimates 12%, sees $1T AI revenue target as conservative. Q1 projection hits $80B, above consensus.
NVDATSMSOXXagentic AIsemiconductor