Core Insights - Nebius Group's shares nearly doubled in the first half of 2025, rising 99.7% through June 30 [1] - The company is a rebranded version of Yandex, which divested its Russian assets and relocated to Amsterdam after the Ukraine invasion [2] - Nebius is positioned as a start-up with significant cash reserves and ongoing projects, showing explosive growth and optimism for becoming a major player in AI [3] Financial Performance - In Q1 2025, Nebius reported a remarkable revenue growth of 385% and a 684% increase in annualized recurring revenue (ARR), reaching $249 million [8] - Operating costs grew by 96% during the same period, indicating margin expansion alongside revenue growth [8] - The company aims to achieve between $750 million and $1 billion in ARR by the end of 2025, supported by strong initial guidance [8] Strategic Investments - Nebius made a majority investment in Toloka, an expert data provider for AI companies, highlighting the importance of quality data in AI development [9] - Toloka is backed by notable investors, including Jeff Bezos' venture company, indicating confidence in its value [9] Market Position and Growth Potential - Nebius raised $700 million in a private placement led by Nvidia, positioning itself as a key player in the neocloud space [4] - The company benefits from early access to Nvidia's latest GPUs, enhancing its competitive edge in AI infrastructure [5] - Despite trading at about 20 times this year's revenue estimates, if Nebius meets its ARR guidance, the valuation could adjust to a more reasonable 10 times forward ARR [11] Analyst Sentiment - Following a strong endorsement from Arete Research, Nebius' stock surged over 50% in June, with a price target set at $84, indicating significant upside potential [10] - The execution and embedded value of Nebius' AI clusters are viewed positively, especially amid a shortage of Nvidia GPUs [10]

RT CoinDesk Podcast Network (@CoinDeskPodcast)🎧 Catch the latest episode of 'THE MINING POD: CoreWeave / Core Scientific’s $9B Deal, IREN’s Blackwell Buy, Bit Digital’s ETH Treasury,’ in partnership with @blockspacepod!Today on The Mining Pod, Ben Harper from Luxor Technology joins to discuss CoreWeave's $9 billion acquisition of Core Scientific, IREN’s $130 million Nvidia GPU purchase, hashprice hitting $60 for the first time since February, summer hashrate curtailment, and why transaction fees are so low. ...

SYDNEY, July 07, 2025 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (together with its subsidiaries, “IREN” or “the Company”), today published its monthly update for June 2025. June Highlights Record monthly revenue and hardware profit350 EH/s mid-year target achievedAI Cloud expanded with ~2.4k Blackwell GPUs$550m convertible notes offering oversubscribedUS domestic issuer status transition completeCustomer and financing workstreams progressing across AI verticals Key MetricsJun 25May 25Bitcoin Mining ...

Core Insights - NVIDIA announced the launch of NVIDIA DGX Cloud Lepton™, an AI platform that connects developers with a global network of cloud providers offering tens of thousands of GPUs [1][3] - The platform aims to meet the increasing demand for AI by providing access to GPU compute capacity for both on-demand and long-term computing needs [2][3] - NVIDIA's CEO, Jensen Huang, emphasized the platform's role in building a planetary-scale AI factory by unifying access to cloud AI services and GPU resources [3] Platform Features - DGX Cloud Lepton integrates with NVIDIA's software stack, including NVIDIA NIM™ and NeMo™ microservices, to facilitate the development and deployment of AI applications [3] - The platform offers management software for cloud providers that includes real-time GPU health diagnostics and automates root-cause analysis, reducing downtime [4] - Key benefits include improved productivity and flexibility, frictionless deployment across multi-cloud environments, and predictable performance for enterprise-grade applications [8] Partnerships and Market Impact - NVIDIA Cloud Partners (NCPs) such as CoreWeave, Foxconn, and Softbank Corp. will provide NVIDIA Blackwell and other GPUs on the DGX Cloud Lepton marketplace [2][7] - Yotta Data Services is the first NCP in the Asia-Pacific region to join the NVIDIA Exemplar Cloud initiative, which aims to enhance security, usability, and performance for cloud partners [5][7] - The platform is expected to attract leading cloud service providers and GPU marketplaces, further expanding its reach and capabilities [3][8]

Core Viewpoint - NVIDIA and Foxconn are collaborating with the Taiwan government to establish an AI factory supercomputer that will utilize NVIDIA Blackwell infrastructure to enhance AI computing capabilities for researchers, startups, and industries in Taiwan [1][12]. Group 1: Partnership and Infrastructure - Foxconn's subsidiary, Big Innovation Company, will provide the AI infrastructure as an NVIDIA Cloud Partner, featuring 10,000 NVIDIA Blackwell GPUs to significantly expand AI computing availability in Taiwan [2][13]. - The AI factory will be equipped with NVIDIA Blackwell Ultra systems, including advanced networking solutions like NVIDIA NVLink, Quantum InfiniBand, and Spectrum-X Ethernet [5]. Group 2: Impact on Research and Development - The Taiwan National Science and Technology Council plans to utilize the supercomputer to offer AI cloud computing resources, accelerating AI development and adoption across various sectors [3][6]. - TSMC researchers aim to leverage the supercomputer for research and development, achieving orders-of-magnitude faster performance compared to previous systems [3][13]. Group 3: Vision for AI Ecosystem - The initiative aims to create an AI-focused industrial ecosystem in southern Taiwan, promoting innovative research and the everyday use of AI tools [4][7]. - The AI factory will enhance smart city initiatives by optimizing transportation systems and improving quality of life, while also advancing electric vehicle technologies and manufacturing processes through AI-driven analytics and automation [8][7].

Core Viewpoint - Nvidia has significantly benefited from the AI boom, with its stock rising over 800% since January 2023, and the recent decision by the Trump administration to rescind the AI Diffusion framework may further enhance its share price appreciation [1][6]. Group 1: AI Diffusion Framework - The Commerce Department rescinded the AI Diffusion framework, which was initially announced during the Biden administration and aimed to limit the sale of advanced semiconductors to various countries [3][6]. - The AI Diffusion framework categorized countries into three tiers based on their access to U.S. technology, with first-tier countries having unlimited access, second-tier countries facing restrictions, and third-tier countries being completely prohibited from importing advanced AI chips [4][5]. Group 2: Nvidia's Strategic Moves - Nvidia has recently formed AI infrastructure partnerships with Saudi Arabian companies, which would have been complicated under the previous AI Diffusion framework [7]. - The collaboration with Saudi company Humain involves building AI data centers using 18,000 Nvidia Grace Blackwell superchips and deploying Nvidia's Omniverse simulation software [8]. - Nvidia will also work with the Saudi Data & AI Authority (SDAIA) to establish a sovereign AI factory, deploying 5,000 Nvidia Blackwell GPUs [9]. Group 3: Market Outlook and Analyst Sentiment - The rescission of the AI Diffusion rules is viewed positively by Nvidia shareholders as it opens new market opportunities in the Middle East, which had previously been overlooked for GPU demand [10]. - Wall Street analysts are optimistic about Nvidia, with 87% of 69 analysts recommending a buy rating and a median target price of $160 per share, indicating an 18% upside from the current price of $135 [11]. - Nvidia's adjusted earnings are projected to increase by 46% over the next four quarters, making its current valuation of 45 times earnings appear reasonable [12].

Core Insights - Super Micro Computer, Inc. (SMCI) has announced advancements in its Direct Liquid Cooling (DLC) solution, which significantly enhances cooling efficiency for AI and data center applications [1][2][3] Group 1: Technology Improvements - The new DLC-2 solution can reduce data center power consumption by up to 40% compared to traditional air-cooled systems [1][2] - The solution allows for higher liquid inflow temperatures, accommodating up to 45°C, which eliminates the need for chilled water and reduces water consumption by up to 40% [5][7] - The design includes comprehensive cold plate coverage for various components, which lowers fan speeds and reduces noise levels to approximately 50dB [1][7] Group 2: Cost Efficiency - The total cost of ownership for data centers utilizing the DLC-2 solution can decrease by up to 20% [1][2] - The innovative design and efficient liquid circulation enable faster deployment and reduced time-to-online for AI infrastructure [1][7] Group 3: System Specifications - The new architecture features a GPU-optimized server that includes eight NVIDIA Blackwell GPUs and two Intel® Xeon® 6 CPUs within a compact 4U rack height [3] - The in-rack Coolant Distribution Unit (CDU) can remove up to 250kW of heat per rack, enhancing overall cooling capacity [4] Group 4: Market Positioning - Supermicro aims to make liquid cooling more accessible, targeting a market where liquid-cooled data centers are expected to account for 30% of all installations [2][6] - The company provides a comprehensive suite of solutions, including liquid-cooling technologies, networking, and data center management software [7][9]