Core Insights - IREN Ltd has signed a significant five-year cloud infrastructure deal worth $9.7 billion with Microsoft, marking a pivotal moment for the data center sector and utilizing Nvidia GPUs [1] - Following the announcement, IREN's stock surged by 19% to $72.27, reaching a record high of $75.73, and has increased by 638% in 2025 [1] Stock Performance - The stock is on track for its largest single-session gain in nearly a year, with support at the 30-day moving average [1] - A short squeeze may be contributing to the stock's breakout, with short interest rising by 36% and 48.12 million shares sold short, representing 18.5% of the total float [2] Options Activity - There has been a notable increase in options trading, with 110,000 calls exchanged, which is double the average intraday volume and nearly triple the number of puts [3] - The most popular options include the weekly 11/7 108-strike call and the standard expiration November 75 call, indicating strong bullish sentiment [3]

Core Viewpoint - Microsoft plans to invest over $15.2 billion in the UAE from 2023 to 2029 to support the country's AI and cloud infrastructure development, highlighting global confidence in the UAE's economic vision for a diversified, knowledge-based economy [2][3]. Investment Details - The investment will be allocated to expanding AI and digital infrastructure, along with training and R&D programs to enhance local talent skills [3]. - Microsoft has already completed $7.3 billion of this investment by the end of 2023, with over $7.9 billion planned from 2026 to 2029, including more than $5.5 billion in capital expenditures for AI and cloud infrastructure [3]. Export Licenses and Collaborations - Microsoft has received export licenses to send advanced NVIDIA chips, including A100, H100, and H200 GPUs, to the UAE to support Azure's AI services [4]. - The company has established a global engineering development center and the Microsoft AI for Good lab in Abu Dhabi to promote responsible AI research and innovation [4]. Financial Performance - For the first fiscal quarter of 2026, Microsoft reported revenues of $77.673 billion, an 18% year-over-year increase, and a net profit of $27.747 billion, a 12% increase [5]. - The decline in net profit growth was attributed to a $3.086 billion impact from investments in OpenAI, affecting earnings per share by $0.41 [5]. Capital Expenditure Trends - Microsoft's capital expenditures surged to $34.9 billion in the first fiscal quarter, an increase of over $10 billion from the previous quarter, with expectations for higher growth rates in fiscal year 2026 compared to fiscal year 2025 [6]. - The company is expanding its AI capabilities significantly, planning to increase overall AI computing power by over 80% within the year and double the size of its data centers in the next two years [7].

Core Insights - IREN signed a multi-year GPU cloud services contract with Microsoft, valued at approximately $9.7 billion, marking a significant expansion into AI infrastructure [1][2] - Following the announcement, IREN's stock experienced a pre-market increase of 20.03% and closed 4.35% higher on the previous Friday [1] - The new hardware will be deployed at IREN's 750-megawatt facility in Childress, Texas, throughout 2026, featuring liquid-cooled data centers [3] Financial Agreements - The five-year deal with Microsoft includes a 20% prepayment, indicating strong initial financial backing for IREN's AI initiatives [2] - IREN also secured a $5.8 billion procurement deal with Dell Technologies for GPUs and supporting equipment [2] Strategic Expansion - IREN is transitioning from a Bitcoin mining company to a vertically integrated AI Cloud provider, leveraging its existing infrastructure and expertise [5][6] - The company aims to diversify its revenue streams and reduce reliance on Bitcoin price fluctuations by focusing on GPU-intensive AI workloads [6] Operational Plans - Capital expenditures for the new AI infrastructure will be funded through a combination of cash reserves, customer prepayments, operational cash flows, and additional financing [4] - IREN's co-founder emphasized the agreement's validation of the company's position as a trusted AI Cloud services provider [4]

阿布扎比王储谢赫·哈立德·本·穆罕默德（Sheikh Khaled bin Mohamed）与微软副主席兼总裁布拉德·史密斯（Brad Smith）在阿布扎比。照片来源：阿布扎比媒体办公室 微软为何投资？ 据阿布扎比媒体办公室发布的消息，阿布扎比王储兼阿布扎比执行委员会主席谢赫·哈立德·本·穆罕默德与微软副主席兼总裁布拉德·史密斯举行了一次会议，并披露 了有关投资的细节。 微软表示，将在2023年至2029年期间在阿联酋投资152亿美元，以支持该国的人工智能和云基础设施发展。微软表示，这笔资金将投资于扩大人工智能和数字基础 设施，并通过培训计划和研发计划提高当地人才的技能。 据阿布扎比媒体办公室发布的消息，微软将在2026至2029年间向阿联酋投资超过152亿美元（约1082亿元人民币）。 而在挪威纳尔维克，微软宣布与nScale及阿克尔合资公司（Aker JV）合作，计划开发一座新的超大规模AI数据中心；在英国，微软则与nScale达成合作，将建造英 国最大的超级计算机，为当地相关服务提供支持。 该媒体办公室援引谢赫·哈立德的话说，这项投资凸显了全球对阿联酋建立多元化、知识型和技术驱动型经济的长期经济愿景的 ...

When OpenAI announced last week the end of its drawn-out corporate restructuring, one of the freedoms the company had managed to negotiate for itself was the ability to more easily sign cloud contracts with Microsoft’s competitors. With the new agreement in place, the company waived its first right of refusal to be OpenAI’s compute provider. OpenAI is wasting no time taking advantage of that freedom. On Monday, Amazon announced a new multi-year, $38 billion cloud partnership with OpenAI. “Starting immedia ...

Lintao Zhang / Getty Images News via Getty Images Among the 20 richest people in the world, only one has lost ground on the Bloomberg Billionaire Index. Bill Gates has lost $40 billion in net worth so far in 2025. One reason for this decline is that he has sold a great deal of Microsoft Corp. (NASDAQ: MSFT) stock. Steve Ballmer, who followed Gates as Microsoft CEO, has kept most, if not all, of his Microsoft shares and has a net worth of $178 billion. That puts him in eighth place on the list. Gates ranks ...

英伟达(NVDA.US)盘初涨超3%。消息上，据英国金融时报，美国首次批准微软向阿联酋出口最新款英 伟达芯片。特朗普今年5月与阿联酋总统达成协议，计划在阿布扎比建设一个庞大的人工智能数据中心 园区。中东已成为世界人工智能领域竞争的关键战场之一。不过，微软的项目此前因美国商务部对高性 能英伟达芯片实施出口管制而受阻。 微软总裁布拉德·史密斯表示，该公司在9月"成为特朗普政府下首家获准向阿联酋出口英伟达AI芯片的 企业"。他补充说，"我们通过满足极为严格的网络安全、物理安全及其他安全标准，才赢得了这一许 可。"微软现计划将其在阿联酋的投资规模从过去三年的73亿美元提高至2026-2029年的79亿美元，其中 55亿美元将用于AI和云基础设施的资本支出。 ...

Core Insights - Microsoft has announced an expanded partnership with UAE-based AI company G42, planning to invest over $7.9 billion from early 2026 to the end of 2029 for AI cloud service infrastructure [1] - G42, established in 2018, has previously collaborated with Microsoft, including a $1.5 billion investment in 2024 to provide AI solutions in the Middle East, Central Asia, and Africa [1] - The current investment will allocate $5.5 billion for building AI and cloud service infrastructure and $2.4 billion for operational expenses and distribution costs [1] Investment Details - The total investment from Microsoft to G42 will exceed $7.9 billion, equivalent to approximately 562.83 billion RMB [1] - Of this investment, $5.5 billion (approximately 391.85 billion RMB) is designated for AI and cloud service infrastructure development [1] - The remaining $2.4 billion (approximately 170.99 billion RMB) will cover operational costs and distribution expenses [1] Technology and Capabilities - G42 is one of the few UAE companies that can obtain export licenses from the U.S. Department of Commerce, allowing Microsoft to introduce significant computing power to the UAE [2] - Microsoft has already brought in the equivalent of 21,500 NVIDIA A100 GPUs and received additional licenses for 60,400 A100 chip equivalents, enabling the delivery of advanced chips like GB300 [2] - The partnership aims to leverage this computing power to provide AI models from companies like OpenAI and Anthropic to local governments, startups, and users [2]

Group 1: Market Overview - US stock indices opened higher, with Dow Jones up 0.06%, S&P 500 up 0.49%, and Nasdaq up 0.97% [1] - Amazon surged over 4% after signing a $38 billion agreement with OpenAI to expand computing power using Nvidia chips [1] - Nvidia rose over 2% as Microsoft received export licenses to ship Nvidia's A100, H100, and H200 GPUs to the UAE [1] - Google opened slightly higher by 0.1%, planning to issue $15 billion in dollar bonds [1] Group 2: Company News - Microsoft plans to invest nearly $8 billion in the UAE by 2029, with over $5.5 billion allocated for AI and cloud infrastructure expansion [2] - IREN announced a $9.7 billion GPU cloud service contract with Microsoft, including a 20% upfront payment, and a separate $5.8 billion agreement with Dell for GPU and related equipment [3] - BP announced the sale of non-controlling interests in US onshore assets for $1.5 billion, reducing its stake in certain areas [4] - Kimberly plans to acquire Kenvue for approximately $48.7 billion through a cash and stock transaction [5] - BASF will integrate its Asian PolyTHF business into its China facility and close its Ulsan plant in South Korea by 2026 [6]

The tech giant said it is the first company granted an export license by the Trump administration's Commerce Department to ship AI chips to the U.A.E. ...