Iren has secured a five-year, $9.7 billion partnership with Microsoft to bolster power supply for its expanding AI data centers, providing over 4.5 gigawatts of capacity. The deal aligns with Iren's recent acquisition of a 1.6-gigawatt site in Oklahoma, as well as $3.6 billion in financing for graphics processing units at favorable rates. While Microsoft's stock faces bearish trends, the company remains pivotal in the AI space, raising its profile among industry stakeholders.
“So, instead of being mad about soft bureaucracies and governments and school districts, especially in Fairfield County, short Mr. Softy. Microsoft reiterating the short on softies.”
“Microsoft reiterating the short on softies. Okay. MSFO. Actually, we have the ETF on on the short side, too. So, when I do do a little double dipping, you know, that's a damn good signal. And being short of Microsoft's been great.”
“The bottom line is that investors broadly rotated back into software-adjacent stocks that could be (relative) beneficiaries if tariff fears begin weighing on the market again. Amongst Dow stocks, Microsoft was a winner alongside IBM and Salesforce.”
“The noteworthy part of the story, however, is why it's doing so. That reactor is being brought back into service to provide electricity for one of Microsoft's nearby AI data centers.”
“Microsoft expanded its sovereign cloud capabilities to enable local, disconnected environments, including support for large AI models, the tech giant shared last week.”
“Polymarket · allows users to predict · the outcome of a binary event · true”
“Prediction markets · are more like · gambling than investing · true”
“Brookfield Renewable Partners · is a · globally diversified clean energy company · true”
“Brookfield Renewable Partners · provides power to · Microsoft and Google · true”
“Digital Realty · owns more than · 300 data centers worldwide · true”
“Digital Realty · expects AI to be a significant demand driver, helping to grow data center demand by · 2.7x between 2025 and 2030 · true”
“Stock Advisor's total average return · is · 949% · true”
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