Sou Hu Cai Jing·2025-11-04 01:33Core Insights - Microsoft has signed multi-year agreements with AI cloud service providers IREN and Lambda for NVIDIA AI chip computing power, with a total transaction value exceeding $10 billion [1] Group 1: Microsoft and IREN Agreement - IREN will provide Microsoft with a five-year usage right for NVIDIA GB300 GPUs, with a total contract value of approximately $9.7 billion, of which 20% is prepaid [1] - IREN has also entered into an agreement with Dell to purchase GPUs and related equipment for about $5.8 billion [1] - IREN plans to deploy 750MW capacity of GPUs at its Childress facility in Texas by 2026, along with a 200MW liquid-cooled data center for critical IT loads [1] Group 2: Microsoft and Lambda Agreement - Lambda will deploy AI infrastructure for Microsoft supported by thousands of NVIDIA GPUs, including NVIDIA GB300 NVL72 rack-level systems [1]