Browsing Tag
Together AI
5 posts
IREN (NASDAQ: IREN) surges 20% as $2.8bn AI deals reset growth outlook
IREN’s new artificial-intelligence cloud contracts improve revenue visibility and reduce part of its funding burden, but delivery, dilution and capital intensity remain decisive.
Why IREN’s $2.8bn AI contract win matters for IREN stock and GPU cloud growth
IREN’s $2.8 billion AI cloud contracts raise its ARR target above $4 billion, strengthening IREN stock’s GPU infrastructure story.
NVIDIA-backed Together AI secures $800m for inference infrastructure growth
Together AI’s $800 million Series C will fund a major expansion of its open-model cloud, but investors are pricing aggressive growth in bookings, inference demand and computing capacity.
Is Rumble’s Quake AI launch a real AI infrastructure pivot or a risky identity reset?
Find out how Rumble’s Quake AI launch could reshape RUM stock, AI cloud infrastructure and the company’s post-Northern Data strategy today!
Nebius (NBIS) strikes $643m Eigen AI acquisition to anchor inference at Token Factory
Nebius has the compute. It needed the inference moat. The $643 million Eigen AI deal is how Token Factory plans to outprice Together AI and Fireworks.