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Gold Stinger
07-21 11:17
None of this say anything about future performance
AI Cloud Providers Surge on Major Contracts and NVIDIA Investment
Gold Stinger
06-21
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2024-09-10
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News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1784595766,"share":"https://ttm.financial/m/news/1149757052?lang=en_US&edition=fundamental","pubTime":"2026-07-21 09:02","market":"us","language":"en","title":"AI Cloud Providers Surge on Major Contracts and NVIDIA Investment","url":"https://stock-news.laohu8.com/highlight/detail?id=1149757052","media":"Deep News","summary":"An intensified race for computing power is reshaping the cloud landscape, providing a series of catalysts for the \"neocloud\" sector.Overnight, shares of IREN Ltd (ASX: IREN) and Hut 8 Mining Corp...","content":"<html><head></head><body><p style=\"text-align: left;\">An intensified race for computing power is reshaping the cloud landscape, providing a series of catalysts for the "neocloud" sector.<br/><br/>Overnight, shares of <a href=\"https://laohu8.com/S/IREN\">IREN Ltd</a> and <a href=\"https://laohu8.com/S/HUT\">Hut 8 Mining Corp</a> jumped significantly, rising over 19% and 10% respectively, after both announced substantial AI cloud computing contracts with major technology firms. Concurrently, NVIDIA disclosed in an SEC filing that it holds a 9.3% beneficial ownership stake in Nebius, lifting market sentiment and sending Nebius shares higher in after-hours trading. The combination of these three developments has significantly boosted sentiment across the entire neocloud segment.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e7fe35a3cc0f19723dfcc848b79e401\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f464d6d39f3e8808406e14f88259661f\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">The core driver of this market movement is the continuously expanding demand for GPU computing power from advanced AI models, AI agents, and robotics companies. The construction speed of data centers by hyperscale cloud service providers has struggled to keep pace, thereby opening a substantial market opportunity for independent neocloud operators.<br/><br/><strong>IREN's $2.8 Billion Contract and Revised Outlook</strong><br/><br/>On Monday, <strong>IREN Ltd</strong> announced new multi-year cloud computing contracts with several AI developers, with a total value of $2.8 billion. This news propelled the company's stock to an early gain of 16%, which later expanded to over 19%.<br/><br/>The company simultaneously raised its full-year target, increasing its annualized AI cloud services operational revenue target from a previous $3.7 billion to over $4.0 billion, with 85% of this figure already supported by signed contracts. <strong>IREN Ltd</strong>'s client base reportedly includes Microsoft, <strong>NVIDIA</strong>, Perplexity, and Figure AI. The company plans to expand its data center capacity from the current 480 megawatts to 1.2 gigawatts by 2027.<br/><br/>Formerly known as the Australian bitcoin miner Iris Energy, <strong>IREN Ltd</strong> has pivoted to AI computing, building its own data centers powered by renewable energy, making it a representative player in the current neocloud wave.<br/><br/><strong>Hut 8's Fully Leased Texas Campus and $9.8 Billion Deal</strong><br/><br/><strong>Hut 8 Mining Corp</strong> announced on the same day that its Beacon Point data center campus in Texas is now fully leased, having signed a 15-year, $9.8 billion lease with an unnamed high investment-grade enterprise. This tenant has doubled its contracted computing capacity to 704 megawatts.<br/><br/>It is reported that, including extension options, the potential total value of this agreement could exceed $50 billion, with the 15-year contract value itself reaching $19.6 billion.<br/><br/>Also originating from the Canadian bitcoin mining industry, <strong>Hut 8 Mining Corp</strong> has seen its stock price surge over fourfold in the past 12 months, though it recently pulled back—closing last Friday more than 30% below its early June highs. B. Riley analyst Nick Giles wrote in a research note, "Given our expectation that the stock will quickly return to its prior highs following this announcement, we recommend aggressive buying."<br/><br/><strong>Nebius: NVIDIA's 9.3% Stake and Bullish Revenue Forecasts</strong><br/><br/>The catalyst for Nebius came from the equity level. <strong>NVIDIA</strong> disclosed in an SEC filing that it holds approximately a 9.3% beneficial ownership stake in Nebius. The position consists of 1.19 million existing shares and approximately 21 million prefunded warrants, representing a scale of around $2 billion.<br/><br/>Although this ownership relationship was not entirely new information, the formal disclosure provided a clear boost to market sentiment, leading to after-hours gains for Nebius. Wolfe Research predicts Nebius could achieve annual revenue of $30 billion by 2030. The company previously reported year-over-year revenue growth of 684%, holds long-term agreements with Meta and Microsoft, has a backlog of contracts worth tens of billions of dollars, and has secured over 3.5 gigawatts of power capacity.<br/><br/>Buoyed by the overall sector sentiment, neocloud leader CoreWeave also rose approximately 3.5% on Monday, while Nebius gained about 2.6% during the session.<br/><br/><strong>Key Competitive Factors in the Neocloud Arena</strong><br/><br/>The concentrated surge from these three companies highlights the current core competitive elements in the neocloud sector: access to power resources, GPU supply, and the ability to secure customers. The structural bottlenecks in data center construction faced by hyperscale cloud providers are creating sustained pricing power for independent operators that can rapidly integrate these resources.<br/><br/>For investors, the signal from this market move is clear: AI infrastructure spending by tech giants is accelerating its flow to third-party neocloud operators. Furthermore, <strong>NVIDIA</strong>'s direct investment in Nebius has further strengthened market confidence in the long-term value of this sector.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Cloud Providers Surge on Major Contracts and NVIDIA Investment</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Cloud Providers Surge on Major Contracts and NVIDIA Investment\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-07-21 09:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">An intensified race for computing power is reshaping the cloud landscape, providing a series of catalysts for the "neocloud" sector.<br/><br/>Overnight, shares of <a href=\"https://laohu8.com/S/IREN\">IREN Ltd</a> and <a href=\"https://laohu8.com/S/HUT\">Hut 8 Mining Corp</a> jumped significantly, rising over 19% and 10% respectively, after both announced substantial AI cloud computing contracts with major technology firms. Concurrently, NVIDIA disclosed in an SEC filing that it holds a 9.3% beneficial ownership stake in Nebius, lifting market sentiment and sending Nebius shares higher in after-hours trading. The combination of these three developments has significantly boosted sentiment across the entire neocloud segment.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e7fe35a3cc0f19723dfcc848b79e401\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f464d6d39f3e8808406e14f88259661f\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">The core driver of this market movement is the continuously expanding demand for GPU computing power from advanced AI models, AI agents, and robotics companies. The construction speed of data centers by hyperscale cloud service providers has struggled to keep pace, thereby opening a substantial market opportunity for independent neocloud operators.<br/><br/><strong>IREN's $2.8 Billion Contract and Revised Outlook</strong><br/><br/>On Monday, <strong>IREN Ltd</strong> announced new multi-year cloud computing contracts with several AI developers, with a total value of $2.8 billion. This news propelled the company's stock to an early gain of 16%, which later expanded to over 19%.<br/><br/>The company simultaneously raised its full-year target, increasing its annualized AI cloud services operational revenue target from a previous $3.7 billion to over $4.0 billion, with 85% of this figure already supported by signed contracts. <strong>IREN Ltd</strong>'s client base reportedly includes Microsoft, <strong>NVIDIA</strong>, Perplexity, and Figure AI. The company plans to expand its data center capacity from the current 480 megawatts to 1.2 gigawatts by 2027.<br/><br/>Formerly known as the Australian bitcoin miner Iris Energy, <strong>IREN Ltd</strong> has pivoted to AI computing, building its own data centers powered by renewable energy, making it a representative player in the current neocloud wave.<br/><br/><strong>Hut 8's Fully Leased Texas Campus and $9.8 Billion Deal</strong><br/><br/><strong>Hut 8 Mining Corp</strong> announced on the same day that its Beacon Point data center campus in Texas is now fully leased, having signed a 15-year, $9.8 billion lease with an unnamed high investment-grade enterprise. This tenant has doubled its contracted computing capacity to 704 megawatts.<br/><br/>It is reported that, including extension options, the potential total value of this agreement could exceed $50 billion, with the 15-year contract value itself reaching $19.6 billion.<br/><br/>Also originating from the Canadian bitcoin mining industry, <strong>Hut 8 Mining Corp</strong> has seen its stock price surge over fourfold in the past 12 months, though it recently pulled back—closing last Friday more than 30% below its early June highs. B. Riley analyst Nick Giles wrote in a research note, "Given our expectation that the stock will quickly return to its prior highs following this announcement, we recommend aggressive buying."<br/><br/><strong>Nebius: NVIDIA's 9.3% Stake and Bullish Revenue Forecasts</strong><br/><br/>The catalyst for Nebius came from the equity level. <strong>NVIDIA</strong> disclosed in an SEC filing that it holds approximately a 9.3% beneficial ownership stake in Nebius. The position consists of 1.19 million existing shares and approximately 21 million prefunded warrants, representing a scale of around $2 billion.<br/><br/>Although this ownership relationship was not entirely new information, the formal disclosure provided a clear boost to market sentiment, leading to after-hours gains for Nebius. Wolfe Research predicts Nebius could achieve annual revenue of $30 billion by 2030. The company previously reported year-over-year revenue growth of 684%, holds long-term agreements with Meta and Microsoft, has a backlog of contracts worth tens of billions of dollars, and has secured over 3.5 gigawatts of power capacity.<br/><br/>Buoyed by the overall sector sentiment, neocloud leader CoreWeave also rose approximately 3.5% on Monday, while Nebius gained about 2.6% during the session.<br/><br/><strong>Key Competitive Factors in the Neocloud Arena</strong><br/><br/>The concentrated surge from these three companies highlights the current core competitive elements in the neocloud sector: access to power resources, GPU supply, and the ability to secure customers. The structural bottlenecks in data center construction faced by hyperscale cloud providers are creating sustained pricing power for independent operators that can rapidly integrate these resources.<br/><br/>For investors, the signal from this market move is clear: AI infrastructure spending by tech giants is accelerating its flow to third-party neocloud operators. Furthermore, <strong>NVIDIA</strong>'s direct investment in Nebius has further strengthened market confidence in the long-term value of this sector.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149757052","content_text":"An intensified race for computing power is reshaping the cloud landscape, providing a series of catalysts for the \"neocloud\" sector.Overnight, shares of IREN Ltd and Hut 8 Mining Corp jumped significantly, rising over 19% and 10% respectively, after both announced substantial AI cloud computing contracts with major technology firms. Concurrently, NVIDIA disclosed in an SEC filing that it holds a 9.3% beneficial ownership stake in Nebius, lifting market sentiment and sending Nebius shares higher in after-hours trading. The combination of these three developments has significantly boosted sentiment across the entire neocloud segment.The core driver of this market movement is the continuously expanding demand for GPU computing power from advanced AI models, AI agents, and robotics companies. The construction speed of data centers by hyperscale cloud service providers has struggled to keep pace, thereby opening a substantial market opportunity for independent neocloud operators.IREN's $2.8 Billion Contract and Revised OutlookOn Monday, IREN Ltd announced new multi-year cloud computing contracts with several AI developers, with a total value of $2.8 billion. This news propelled the company's stock to an early gain of 16%, which later expanded to over 19%.The company simultaneously raised its full-year target, increasing its annualized AI cloud services operational revenue target from a previous $3.7 billion to over $4.0 billion, with 85% of this figure already supported by signed contracts. IREN Ltd's client base reportedly includes Microsoft, NVIDIA, Perplexity, and Figure AI. The company plans to expand its data center capacity from the current 480 megawatts to 1.2 gigawatts by 2027.Formerly known as the Australian bitcoin miner Iris Energy, IREN Ltd has pivoted to AI computing, building its own data centers powered by renewable energy, making it a representative player in the current neocloud wave.Hut 8's Fully Leased Texas Campus and $9.8 Billion DealHut 8 Mining Corp announced on the same day that its Beacon Point data center campus in Texas is now fully leased, having signed a 15-year, $9.8 billion lease with an unnamed high investment-grade enterprise. This tenant has doubled its contracted computing capacity to 704 megawatts.It is reported that, including extension options, the potential total value of this agreement could exceed $50 billion, with the 15-year contract value itself reaching $19.6 billion.Also originating from the Canadian bitcoin mining industry, Hut 8 Mining Corp has seen its stock price surge over fourfold in the past 12 months, though it recently pulled back—closing last Friday more than 30% below its early June highs. B. Riley analyst Nick Giles wrote in a research note, \"Given our expectation that the stock will quickly return to its prior highs following this announcement, we recommend aggressive buying.\"Nebius: NVIDIA's 9.3% Stake and Bullish Revenue ForecastsThe catalyst for Nebius came from the equity level. NVIDIA disclosed in an SEC filing that it holds approximately a 9.3% beneficial ownership stake in Nebius. The position consists of 1.19 million existing shares and approximately 21 million prefunded warrants, representing a scale of around $2 billion.Although this ownership relationship was not entirely new information, the formal disclosure provided a clear boost to market sentiment, leading to after-hours gains for Nebius. Wolfe Research predicts Nebius could achieve annual revenue of $30 billion by 2030. The company previously reported year-over-year revenue growth of 684%, holds long-term agreements with Meta and Microsoft, has a backlog of contracts worth tens of billions of dollars, and has secured over 3.5 gigawatts of power capacity.Buoyed by the overall sector sentiment, neocloud leader CoreWeave also rose approximately 3.5% on Monday, while Nebius gained about 2.6% during the session.Key Competitive Factors in the Neocloud ArenaThe concentrated surge from these three companies highlights the current core competitive elements in the neocloud sector: access to power resources, GPU supply, and the ability to secure customers. The structural bottlenecks in data center construction faced by hyperscale cloud providers are creating sustained pricing power for independent operators that can rapidly integrate these resources.For investors, the signal from this market move is clear: AI infrastructure spending by tech giants is accelerating its flow to third-party neocloud operators. Furthermore, NVIDIA's direct investment in Nebius has further strengthened market confidence in the long-term value of this sector.","news_type":1,"symbols_score_info":{"CNEQ":1,"IREN":2,"SNPE":1,"SHOC":1,"FDTX":1,"NULC":1,"SMH":1,"SPTE":1,"FDIG":1,"ESUM":1,"XLK":1,"SMHX":1,"SOXX":1,"AIFD":1,"ABFL":1,"AIPI":1,"ILDR":1,"USD":1,"IETC":1,"TTEQ":1,"STCE":1,"CLSE":1,"LFGY":1,"VT":1,"IREZ":0.6,"IRE":0.6,"EFIV":1,"TEK":1,"AGOX":1,"WGMI":1,"SOXY":1,"TYLG":1,"VGT":1,"BITQ":1,"BKCH":1,"MNRS":1,"IREX":0.6,"IXN":1,"SOXQ":1,"IREG":0.6,"WISE":1,"USXF":1,"DAPP":1,"ROM":1,"FTEC":1,"TRFK":1,"IBLC":1,"HUTG":0.6,"METV":1,"FAI":1,"JGRO":1,"HUT":2}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":577512644174408,"gmtCreate":1782019102135,"gmtModify":1782022267791,"author":{"id":"4094419196168940","authorId":"4094419196168940","name":"Gold Stinger","avatar":"https://community-static.tradeup.com/news/ea5bba67e0f8a73073c0a1c4fa476914","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094419196168940","idStr":"4094419196168940"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/HIMS 20260821 29.0 CALL\">$HIMS 20260821 29.0 CALL$</a> 😎👍","listText":"<a href=\"https://ttm.financial/OPT/HIMS 20260821 29.0 CALL\">$HIMS 20260821 29.0 CALL$</a> 😎👍","text":"$HIMS 20260821 29.0 CALL$ 😎👍","images":[{"img":"https://community-static.tradeup.com/news/b5327b699d1004169e750fa7714797c0","width":"1074","height":"1644"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/577512644174408","isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":347942964580448,"gmtCreate":1725970544087,"gmtModify":1725974168650,"author":{"id":"4094419196168940","authorId":"4094419196168940","name":"Gold Stinger","avatar":"https://community-static.tradeup.com/news/ea5bba67e0f8a73073c0a1c4fa476914","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094419196168940","idStr":"4094419196168940"},"themes":[],"title":"","htmlText":"Status quo and greed have always been the hallmark of Apple. ","listText":"Status quo and greed have always been the hallmark of Apple. ","text":"Status quo and greed have always been the hallmark of Apple.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347942964580448","repostId":"2466354334","repostType":2,"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":588090301690168,"gmtCreate":1784603873757,"gmtModify":1784604159277,"author":{"id":"4094419196168940","authorId":"4094419196168940","name":"Gold Stinger","avatar":"https://community-static.tradeup.com/news/ea5bba67e0f8a73073c0a1c4fa476914","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094419196168940","idStr":"4094419196168940"},"themes":[],"title":"","htmlText":"None of this say anything about future performance ","listText":"None of this say anything about future performance ","text":"None of this say anything about future performance","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588090301690168","repostId":"1149757052","repostType":2,"repost":{"id":"1149757052","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1784595766,"share":"https://ttm.financial/m/news/1149757052?lang=en_US&edition=fundamental","pubTime":"2026-07-21 09:02","market":"us","language":"en","title":"AI Cloud Providers Surge on Major Contracts and NVIDIA Investment","url":"https://stock-news.laohu8.com/highlight/detail?id=1149757052","media":"Deep News","summary":"An intensified race for computing power is reshaping the cloud landscape, providing a series of catalysts for the \"neocloud\" sector.Overnight, shares of IREN Ltd (ASX: IREN) and Hut 8 Mining Corp...","content":"<html><head></head><body><p style=\"text-align: left;\">An intensified race for computing power is reshaping the cloud landscape, providing a series of catalysts for the "neocloud" sector.<br/><br/>Overnight, shares of <a href=\"https://laohu8.com/S/IREN\">IREN Ltd</a> and <a href=\"https://laohu8.com/S/HUT\">Hut 8 Mining Corp</a> jumped significantly, rising over 19% and 10% respectively, after both announced substantial AI cloud computing contracts with major technology firms. Concurrently, NVIDIA disclosed in an SEC filing that it holds a 9.3% beneficial ownership stake in Nebius, lifting market sentiment and sending Nebius shares higher in after-hours trading. The combination of these three developments has significantly boosted sentiment across the entire neocloud segment.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e7fe35a3cc0f19723dfcc848b79e401\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f464d6d39f3e8808406e14f88259661f\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">The core driver of this market movement is the continuously expanding demand for GPU computing power from advanced AI models, AI agents, and robotics companies. The construction speed of data centers by hyperscale cloud service providers has struggled to keep pace, thereby opening a substantial market opportunity for independent neocloud operators.<br/><br/><strong>IREN's $2.8 Billion Contract and Revised Outlook</strong><br/><br/>On Monday, <strong>IREN Ltd</strong> announced new multi-year cloud computing contracts with several AI developers, with a total value of $2.8 billion. This news propelled the company's stock to an early gain of 16%, which later expanded to over 19%.<br/><br/>The company simultaneously raised its full-year target, increasing its annualized AI cloud services operational revenue target from a previous $3.7 billion to over $4.0 billion, with 85% of this figure already supported by signed contracts. <strong>IREN Ltd</strong>'s client base reportedly includes Microsoft, <strong>NVIDIA</strong>, Perplexity, and Figure AI. The company plans to expand its data center capacity from the current 480 megawatts to 1.2 gigawatts by 2027.<br/><br/>Formerly known as the Australian bitcoin miner Iris Energy, <strong>IREN Ltd</strong> has pivoted to AI computing, building its own data centers powered by renewable energy, making it a representative player in the current neocloud wave.<br/><br/><strong>Hut 8's Fully Leased Texas Campus and $9.8 Billion Deal</strong><br/><br/><strong>Hut 8 Mining Corp</strong> announced on the same day that its Beacon Point data center campus in Texas is now fully leased, having signed a 15-year, $9.8 billion lease with an unnamed high investment-grade enterprise. This tenant has doubled its contracted computing capacity to 704 megawatts.<br/><br/>It is reported that, including extension options, the potential total value of this agreement could exceed $50 billion, with the 15-year contract value itself reaching $19.6 billion.<br/><br/>Also originating from the Canadian bitcoin mining industry, <strong>Hut 8 Mining Corp</strong> has seen its stock price surge over fourfold in the past 12 months, though it recently pulled back—closing last Friday more than 30% below its early June highs. B. Riley analyst Nick Giles wrote in a research note, "Given our expectation that the stock will quickly return to its prior highs following this announcement, we recommend aggressive buying."<br/><br/><strong>Nebius: NVIDIA's 9.3% Stake and Bullish Revenue Forecasts</strong><br/><br/>The catalyst for Nebius came from the equity level. <strong>NVIDIA</strong> disclosed in an SEC filing that it holds approximately a 9.3% beneficial ownership stake in Nebius. The position consists of 1.19 million existing shares and approximately 21 million prefunded warrants, representing a scale of around $2 billion.<br/><br/>Although this ownership relationship was not entirely new information, the formal disclosure provided a clear boost to market sentiment, leading to after-hours gains for Nebius. Wolfe Research predicts Nebius could achieve annual revenue of $30 billion by 2030. The company previously reported year-over-year revenue growth of 684%, holds long-term agreements with Meta and Microsoft, has a backlog of contracts worth tens of billions of dollars, and has secured over 3.5 gigawatts of power capacity.<br/><br/>Buoyed by the overall sector sentiment, neocloud leader CoreWeave also rose approximately 3.5% on Monday, while Nebius gained about 2.6% during the session.<br/><br/><strong>Key Competitive Factors in the Neocloud Arena</strong><br/><br/>The concentrated surge from these three companies highlights the current core competitive elements in the neocloud sector: access to power resources, GPU supply, and the ability to secure customers. The structural bottlenecks in data center construction faced by hyperscale cloud providers are creating sustained pricing power for independent operators that can rapidly integrate these resources.<br/><br/>For investors, the signal from this market move is clear: AI infrastructure spending by tech giants is accelerating its flow to third-party neocloud operators. Furthermore, <strong>NVIDIA</strong>'s direct investment in Nebius has further strengthened market confidence in the long-term value of this sector.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Cloud Providers Surge on Major Contracts and NVIDIA Investment</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Cloud Providers Surge on Major Contracts and NVIDIA Investment\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-07-21 09:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">An intensified race for computing power is reshaping the cloud landscape, providing a series of catalysts for the "neocloud" sector.<br/><br/>Overnight, shares of <a href=\"https://laohu8.com/S/IREN\">IREN Ltd</a> and <a href=\"https://laohu8.com/S/HUT\">Hut 8 Mining Corp</a> jumped significantly, rising over 19% and 10% respectively, after both announced substantial AI cloud computing contracts with major technology firms. Concurrently, NVIDIA disclosed in an SEC filing that it holds a 9.3% beneficial ownership stake in Nebius, lifting market sentiment and sending Nebius shares higher in after-hours trading. The combination of these three developments has significantly boosted sentiment across the entire neocloud segment.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e7fe35a3cc0f19723dfcc848b79e401\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f464d6d39f3e8808406e14f88259661f\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">The core driver of this market movement is the continuously expanding demand for GPU computing power from advanced AI models, AI agents, and robotics companies. The construction speed of data centers by hyperscale cloud service providers has struggled to keep pace, thereby opening a substantial market opportunity for independent neocloud operators.<br/><br/><strong>IREN's $2.8 Billion Contract and Revised Outlook</strong><br/><br/>On Monday, <strong>IREN Ltd</strong> announced new multi-year cloud computing contracts with several AI developers, with a total value of $2.8 billion. This news propelled the company's stock to an early gain of 16%, which later expanded to over 19%.<br/><br/>The company simultaneously raised its full-year target, increasing its annualized AI cloud services operational revenue target from a previous $3.7 billion to over $4.0 billion, with 85% of this figure already supported by signed contracts. <strong>IREN Ltd</strong>'s client base reportedly includes Microsoft, <strong>NVIDIA</strong>, Perplexity, and Figure AI. The company plans to expand its data center capacity from the current 480 megawatts to 1.2 gigawatts by 2027.<br/><br/>Formerly known as the Australian bitcoin miner Iris Energy, <strong>IREN Ltd</strong> has pivoted to AI computing, building its own data centers powered by renewable energy, making it a representative player in the current neocloud wave.<br/><br/><strong>Hut 8's Fully Leased Texas Campus and $9.8 Billion Deal</strong><br/><br/><strong>Hut 8 Mining Corp</strong> announced on the same day that its Beacon Point data center campus in Texas is now fully leased, having signed a 15-year, $9.8 billion lease with an unnamed high investment-grade enterprise. This tenant has doubled its contracted computing capacity to 704 megawatts.<br/><br/>It is reported that, including extension options, the potential total value of this agreement could exceed $50 billion, with the 15-year contract value itself reaching $19.6 billion.<br/><br/>Also originating from the Canadian bitcoin mining industry, <strong>Hut 8 Mining Corp</strong> has seen its stock price surge over fourfold in the past 12 months, though it recently pulled back—closing last Friday more than 30% below its early June highs. B. Riley analyst Nick Giles wrote in a research note, "Given our expectation that the stock will quickly return to its prior highs following this announcement, we recommend aggressive buying."<br/><br/><strong>Nebius: NVIDIA's 9.3% Stake and Bullish Revenue Forecasts</strong><br/><br/>The catalyst for Nebius came from the equity level. <strong>NVIDIA</strong> disclosed in an SEC filing that it holds approximately a 9.3% beneficial ownership stake in Nebius. The position consists of 1.19 million existing shares and approximately 21 million prefunded warrants, representing a scale of around $2 billion.<br/><br/>Although this ownership relationship was not entirely new information, the formal disclosure provided a clear boost to market sentiment, leading to after-hours gains for Nebius. Wolfe Research predicts Nebius could achieve annual revenue of $30 billion by 2030. The company previously reported year-over-year revenue growth of 684%, holds long-term agreements with Meta and Microsoft, has a backlog of contracts worth tens of billions of dollars, and has secured over 3.5 gigawatts of power capacity.<br/><br/>Buoyed by the overall sector sentiment, neocloud leader CoreWeave also rose approximately 3.5% on Monday, while Nebius gained about 2.6% during the session.<br/><br/><strong>Key Competitive Factors in the Neocloud Arena</strong><br/><br/>The concentrated surge from these three companies highlights the current core competitive elements in the neocloud sector: access to power resources, GPU supply, and the ability to secure customers. The structural bottlenecks in data center construction faced by hyperscale cloud providers are creating sustained pricing power for independent operators that can rapidly integrate these resources.<br/><br/>For investors, the signal from this market move is clear: AI infrastructure spending by tech giants is accelerating its flow to third-party neocloud operators. Furthermore, <strong>NVIDIA</strong>'s direct investment in Nebius has further strengthened market confidence in the long-term value of this sector.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149757052","content_text":"An intensified race for computing power is reshaping the cloud landscape, providing a series of catalysts for the \"neocloud\" sector.Overnight, shares of IREN Ltd and Hut 8 Mining Corp jumped significantly, rising over 19% and 10% respectively, after both announced substantial AI cloud computing contracts with major technology firms. Concurrently, NVIDIA disclosed in an SEC filing that it holds a 9.3% beneficial ownership stake in Nebius, lifting market sentiment and sending Nebius shares higher in after-hours trading. The combination of these three developments has significantly boosted sentiment across the entire neocloud segment.The core driver of this market movement is the continuously expanding demand for GPU computing power from advanced AI models, AI agents, and robotics companies. The construction speed of data centers by hyperscale cloud service providers has struggled to keep pace, thereby opening a substantial market opportunity for independent neocloud operators.IREN's $2.8 Billion Contract and Revised OutlookOn Monday, IREN Ltd announced new multi-year cloud computing contracts with several AI developers, with a total value of $2.8 billion. This news propelled the company's stock to an early gain of 16%, which later expanded to over 19%.The company simultaneously raised its full-year target, increasing its annualized AI cloud services operational revenue target from a previous $3.7 billion to over $4.0 billion, with 85% of this figure already supported by signed contracts. IREN Ltd's client base reportedly includes Microsoft, NVIDIA, Perplexity, and Figure AI. The company plans to expand its data center capacity from the current 480 megawatts to 1.2 gigawatts by 2027.Formerly known as the Australian bitcoin miner Iris Energy, IREN Ltd has pivoted to AI computing, building its own data centers powered by renewable energy, making it a representative player in the current neocloud wave.Hut 8's Fully Leased Texas Campus and $9.8 Billion DealHut 8 Mining Corp announced on the same day that its Beacon Point data center campus in Texas is now fully leased, having signed a 15-year, $9.8 billion lease with an unnamed high investment-grade enterprise. This tenant has doubled its contracted computing capacity to 704 megawatts.It is reported that, including extension options, the potential total value of this agreement could exceed $50 billion, with the 15-year contract value itself reaching $19.6 billion.Also originating from the Canadian bitcoin mining industry, Hut 8 Mining Corp has seen its stock price surge over fourfold in the past 12 months, though it recently pulled back—closing last Friday more than 30% below its early June highs. B. Riley analyst Nick Giles wrote in a research note, \"Given our expectation that the stock will quickly return to its prior highs following this announcement, we recommend aggressive buying.\"Nebius: NVIDIA's 9.3% Stake and Bullish Revenue ForecastsThe catalyst for Nebius came from the equity level. NVIDIA disclosed in an SEC filing that it holds approximately a 9.3% beneficial ownership stake in Nebius. The position consists of 1.19 million existing shares and approximately 21 million prefunded warrants, representing a scale of around $2 billion.Although this ownership relationship was not entirely new information, the formal disclosure provided a clear boost to market sentiment, leading to after-hours gains for Nebius. Wolfe Research predicts Nebius could achieve annual revenue of $30 billion by 2030. The company previously reported year-over-year revenue growth of 684%, holds long-term agreements with Meta and Microsoft, has a backlog of contracts worth tens of billions of dollars, and has secured over 3.5 gigawatts of power capacity.Buoyed by the overall sector sentiment, neocloud leader CoreWeave also rose approximately 3.5% on Monday, while Nebius gained about 2.6% during the session.Key Competitive Factors in the Neocloud ArenaThe concentrated surge from these three companies highlights the current core competitive elements in the neocloud sector: access to power resources, GPU supply, and the ability to secure customers. The structural bottlenecks in data center construction faced by hyperscale cloud providers are creating sustained pricing power for independent operators that can rapidly integrate these resources.For investors, the signal from this market move is clear: AI infrastructure spending by tech giants is accelerating its flow to third-party neocloud operators. Furthermore, NVIDIA's direct investment in Nebius has further strengthened market confidence in the long-term value of this sector.","news_type":1,"symbols_score_info":{"CNEQ":1,"IREN":2,"SNPE":1,"SHOC":1,"FDTX":1,"NULC":1,"SMH":1,"SPTE":1,"FDIG":1,"ESUM":1,"XLK":1,"SMHX":1,"SOXX":1,"AIFD":1,"ABFL":1,"AIPI":1,"ILDR":1,"USD":1,"IETC":1,"TTEQ":1,"STCE":1,"CLSE":1,"LFGY":1,"VT":1,"IREZ":0.6,"IRE":0.6,"EFIV":1,"TEK":1,"AGOX":1,"WGMI":1,"SOXY":1,"TYLG":1,"VGT":1,"BITQ":1,"BKCH":1,"MNRS":1,"IREX":0.6,"IXN":1,"SOXQ":1,"IREG":0.6,"WISE":1,"USXF":1,"DAPP":1,"ROM":1,"FTEC":1,"TRFK":1,"IBLC":1,"HUTG":0.6,"METV":1,"FAI":1,"JGRO":1,"HUT":2}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":577512644174408,"gmtCreate":1782019102135,"gmtModify":1782022267791,"author":{"id":"4094419196168940","authorId":"4094419196168940","name":"Gold Stinger","avatar":"https://community-static.tradeup.com/news/ea5bba67e0f8a73073c0a1c4fa476914","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094419196168940","idStr":"4094419196168940"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/HIMS 20260821 29.0 CALL\">$HIMS 20260821 29.0 CALL$</a> 😎👍","listText":"<a href=\"https://ttm.financial/OPT/HIMS 20260821 29.0 CALL\">$HIMS 20260821 29.0 CALL$</a> 😎👍","text":"$HIMS 20260821 29.0 CALL$ 😎👍","images":[{"img":"https://community-static.tradeup.com/news/b5327b699d1004169e750fa7714797c0","width":"1074","height":"1644"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/577512644174408","isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":347942964580448,"gmtCreate":1725970544087,"gmtModify":1725974168650,"author":{"id":"4094419196168940","authorId":"4094419196168940","name":"Gold Stinger","avatar":"https://community-static.tradeup.com/news/ea5bba67e0f8a73073c0a1c4fa476914","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094419196168940","idStr":"4094419196168940"},"themes":[],"title":"","htmlText":"Status quo and greed have always been the hallmark of Apple. 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