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Microsoft inks $9.7B deal with Australia’s IREN for AI cloud capacity
Market Intelligence Analysis
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Why This Matters
Microsoft has signed a $9.7 billion deal with IREN in Australia to access AI cloud capacity built with Nvidia's GB300 GPUs, with phased deployment through 2026.
Market Impact
Market impact analysis based on bullish sentiment with 90% confidence.
Sentiment
Bullish
AI Confidence
90%
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
The deal will give Microsoft access to compute infrastructure built with Nvidia's GB300 GPUs, which will be deployed over phases through 2026.
Original article published by
TechCrunch
on November 3, 2025.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.