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Rheinmetall is scaling military vehicle, ammunition, air-defence and naval production as Europe’s rearmament cycle drives its order backlog to €73 billion. Representative image.
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Rheinmetall AG company profile: How Europe’s rearmament created a €73bn defence backlog

Rheinmetall AG has become one of the central industrial beneficiaries of Europe’s rearmament, building a €73 billion backlog across military vehicles, ammunition, air defence, digital systems and warships. Its operational momentum remains strong, but a sharp 2026 share-price correction shows that investors are questioning how quickly political spending commitments can become profitable deliveries.
byVenkatesh
July 27, 2026
MP Materials is building an integrated US rare earth supply chain from Mountain Pass mining to Texas magnet production for Apple, General Motors and defence customers. Representative image.
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MP Materials company profile: How Pentagon and Apple deals transformed America’s rare earth miner

MP Materials Corp. is transforming the Mountain Pass rare earth mine into an integrated American supply chain spanning mineral extraction, refining, metal production, recycling and permanent magnets. Pentagon price protection, long-term demand from Apple Inc. and General Motors Company, and the planned 10X facility have reduced some commercial risks, but profitable downstream execution remains the decisive test.
byPallavi Madhiraju
July 26, 2026
CoreWeave is scaling its NVIDIA-powered AI cloud infrastructure around a $99.4 billion backlog as investors weigh explosive revenue growth against rising debt and capital spending. Representative image.
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CoreWeave company profile: How a crypto miner built a $99.4bn AI cloud backlog

CoreWeave has transformed from a cryptocurrency-mining operation into one of the world’s fastest-growing artificial intelligence cloud providers, securing major commitments from Microsoft Corporation, OpenAI, Meta Platforms, Inc., Anthropic and Jane Street. Its $99.4 billion revenue backlog offers extraordinary visibility, but heavy debt, customer concentration and a planned $31 billion to $35 billion capital programme make execution as important as demand.
byVenkatesh
July 26, 2026
Nebius Group is scaling an NVIDIA-backed AI cloud platform from its former Yandex roots, supported by multibillion-dollar Microsoft and Meta infrastructure contracts. Representative image.
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Nebius Group company profile: How the former Yandex parent became an NVIDIA-backed AI cloud contender

Nebius Group has rapidly transformed the international assets retained after the breakup of Yandex into a full-stack artificial intelligence cloud platform. Contracts with Microsoft Corporation and Meta Platforms, Inc., a $2 billion investment from NVIDIA Corporation and sharply accelerating revenue have strengthened its position, but capital intensity, customer concentration and a premium valuation leave little room for execution errors.
bySrinath
July 26, 2026
IREN Limited is accelerating its shift from Bitcoin mining to AI cloud infrastructure, using large-scale data centres, advanced computing capacity and major customer contracts to pursue a $4 billion-plus annualised revenue target. Representative image.
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IREN Limited company profile: Can a Bitcoin miner become a $4bn AI cloud platform?

IREN Limited is attempting one of the technology sector’s most ambitious business-model transitions, converting power-rich Bitcoin mining infrastructure into an artificial intelligence cloud platform. Contracts with Microsoft Corporation, NVIDIA Corporation and several AI developers have strengthened its growth case, but the gap between contracted annualised revenue and recognised financial results remains the critical issue for investors.
bySrinath
July 26, 2026