#ai cloud

[rwatimes]

Bernstein Sees IREN AI-Cloud Pivot Driving $3.7B in Revenue

Bernstein’s latest research paints IREN as potentially the next Bitcoin miner to pivot into AI infrastructure, anchored by a multi-billion-dollar deal with Microsoft. The note frames this move as part of a broader, upcoming shift in mining economics as operators redirect energy a...

➤ Bernstein forecasts IREN, a Bitcoin miner, pivoting to AI infrastructure with a significant Microsoft deal, potentially generating $3.7 billion in annual revenue. ➤ The strategy involves repurposing mining sites and hardware for GPU-based AI workloads, with Microsoft providing prepayments and GPU capacity. ➤ This pivot is part of a broader industry trend among crypto miners seeking to diversify revenue streams beyond volatile Bitcoin mining.

[rwatimes]

Bitdeer hits 70 EH/s in self-mining bitcoin operations, claims top spot by compute

Bitdeer's total hashrate under management grew to 78.1 EH/s, including its massive self-mining fleet and hosted machines.

➤ Bitdeer has significantly expanded its self-mining operations, reaching 70 EH/s and claiming the top spot in compute power, with a total hashrate under management of 78.1 EH/s. ➤ The company reported a substantial year-over-year increase in Bitcoin production and is scaling its global energy capacity, while also seeing high utilization in its AI Cloud services. ➤ Competitors like CleanSpark and Canaan also reported strong operational updates, highlighting continued growth and diversification into AI computing within the Bitcoin mining industry.

[koreaplus-lifes]

Naver Cloud: Reshaping Global AI Supply Chains for Western Markets

💡 Quick Take: Naver Cloud’s advanced HyperCLOVA X large language model and robust data centers are positioning it as a critical alternative for Western enterprises seeking diversified AI infrastructure. 1. The Big Picture: Why This Matters Now 1.1. Global Context The global AI market is projected to reach $738 billion by 2026, driven by an escalating demand for scalable enterprise cloud…

Naver Cloud: Reshaping Global AI Supply Chains for Western Markets

[rumorzoo]

Nvidia Is Investing $2 Billion in AI Cloud Firm Nebius

Topic / Subject Nvidia is investing $2 billion in AI cloud company Nebius, making this one of the cleaner real tech deals of the day. It is not soft partnership language. It is a huge check tied to a larger cloud and data center buildout plan. TL;DR Nvidia will invest $2 billion in Nebius, and the companies are talking about more than 5 gigawatts of data center capacity by the end of 2030. The…

Nvidia Is Investing $2 Billion in AI Cloud Firm Nebius

[bentuckett1997]

Merge/Unify all of the Windows taskbars from XENIX to Windows 11, and this is what the Windows 11 26H3 taskbar is going to look like in the age of AI + Cloud = AI Cloud. Well, let's see how that goes in 2027, even if Windows 12 does get a roll in that year. Crafted on Copilot.

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[ilaxmi]

Cloud Migration and Modernization: AI-Ready Systems for ROI

Discover how cloud migration and modernization unlock AI readiness, reduce costs, and boost ROI. Learn strategies to modernize legacy system

[makhanamornings]

India is building its own AI stack. At Bengaluru Tech Summit, BharatGPT and Neysa explained how India plans to own its models, clouds and mega data centres. The future of AI in India will be built, not borrowed. #IndiaAI #SovereignAI #BharatGPT

India’s Sovereign AI Push Is Heating Up and the Builders Are Ready