AI cloud infrastructure is sta

AI cloud infrastructure is starting to get more attention. $IREN Ltd(IREN)$ jumped 19.69% after it raised its annual recurring revenue target to over $4 billion, driven by new AI cloud contracts. Its customer list now includes Microsoft, Nvidia, Perplexity, and Figure.

We're seeing strong capital rotation into neocloud and colocation names. HUT was up 10.45% on news of a 15-year, $9.8 billion AI data center lease. Meanwhile, $Cipher Mining Inc.(CIFR)$ gained 16.76%, $CleanSpark, Inc.(CLSK)$ rose 13.7%, and $WhiteFiber, Inc.(WYFI)$ increased 9.18%.

$NEBIUS(NBIS)$ and CRWV are moving a bit slower for now. Still, the AI compute infrastructure theme is being repriced following new catalysts, including headlines about the Kimi compute shortage and fresh contract announcements.

CRWV, NBIS Surge Post-Earnings — Has AI Compute Hit Its Inflection Point?

Compute names ran on three separate prints. Nebius +34.14% on revenue of $582 million, up 454% year-over-year, adjusted net loss narrowed 64% to $33.2 million. CoreWeave +19.28% even with revenue of $2.575 billion missing the $2.611 billion consensus — the $1.03 EPS loss beat the $1.24 estimate, and the $104 billion backlog was what got quoted. Riot +4.33% on the Anthropic deal: $9.1 billion base for 191 megawatts over 20 years, up to $16.1 billion with all extensions. Three ways to sell the same compute dollar — machine hours, power, contract duration. Which one holds the pricing power?

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Nebius +34.14% on revenue of $582 million, up 454% year-over-year, adjusted net loss narrowed 64% to $33.2 million. CoreWeave +19.28% even with revenue of $2.575 billion missing the $2.611 billion consensus — the $1.03 EPS loss beat the $1.24 estimate, and the $104 billion backlog was what got quoted. Riot +4.33% on the Anthropic deal: $9.1 billion base for 191 megawatts over 20 years, up to $16.1 billion with all extensions. Three ways to sell the same compute dollar — machine hours, power, contract duration. 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Meanwhile, <a href=\"https://ttm.financial/S/CIFR\">$Cipher Mining Inc.(CIFR)$&nbsp;</a> gained 16.76%, <a href=\"https://ttm.financial/S/CLSK\">$CleanSpark, Inc.(CLSK)$&nbsp;</a> rose 13.7%, and <a href=\"https://ttm.financial/S/WYFI\">$WhiteFiber, Inc.(WYFI)$&nbsp;</a> increased 9.18%.\n<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$&nbsp;</a> and CRWV are moving a bit slower for now. Still, the AI compute infrastructure theme is being repriced following new catalysts, including headlines about the Kimi compute shortage and fresh contract announcements.\n<img src=\"https://community-static.tradeup.com/news/836512cccd8947159ac2076fc2bc3478\" tg-width=\"1905\" tg-height=\"1121\">\n<img src=\"https://community-static.tradeup.com/news/2c6ef4df8368496a892c677efa8b648e\" tg-width=\"1565\" tg-height=\"830\"></body></html>","text":"AI cloud infrastructure is starting to get more attention. $IREN Ltd(IREN)$ jumped 19.69% after it raised its annual recurring revenue target to over $4 billion, driven by new AI cloud contracts. Its customer list now includes Microsoft, Nvidia, Perplexity, and Figure. We're seeing strong capital rotation into neocloud and colocation names. HUT was up 10.45% on news of a 15-year, $9.8 billion AI data center lease. 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