Semiconductor News & Analysis Feed
81 articles
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
IREN’s 5.8 GW Buildout And Nvidia Deal Reframe AI Growth Story
Simply Wall St
Wed, June 10, 2026 at 10:13 PM PDT 3 min read
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IREN (NasdaqGS:IREN) has expanded its global data ce
2026-06-01
www.marketscreener.com
2026-06-01
marketscreener.com
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2026-06-01
www.prnewswire.com
2026-06-01
PR Newswire
IREN and BE Networks Accelerate Deployment of Large-Scale AI Factory with NVIDIA DSX Air
NEWS PROVIDED BY
BE Networks
Jun 01, 2026, 00:01 ET
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High fidelity simulation environment will help validate large NVIDIA GPU AI infrastructure before physical deployment
NEW YORK, June 1, 2026 /PRNewswire/ -- BE Networks, a leading provider of networking and observability software
2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
Iren is well positioned to capitalize on the AI boom, and its recent deal with Nvidia cements it as a top data center player.
The terms of this strategic partnership are similar to the agreements Nvidia made with Nebius and CoreWeave.
Iren recently energized its 1.4 gigawatt Sweetwater 1 facility, giving it a major advantage over its peers.
10 stocks we like better than Iren ›
Iren
2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
Iren is well positioned to capitalize on the AI boom, and its recent deal with Nvidia cements it as a top data center player.
The terms of this strategic partnership are similar to the agreements Nvidia made with Nebius and CoreWeave.
Iren recently energized its 1.4 gigawatt Sweetwater 1 facility, giving it a major advantage over its peers.
10 stocks we like better than Iren ›
Iren
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Iren (
IREN
0.87%
) has rallied by more than 45% year to date, and its recently announced deal with Nvidia (
NVDA
1.00%
) added to the momentum. The GPU leader will support Iren in deploying AI chips for up to 5 gigawatts of its data centers. That sets the stage for substantial revenue growth for Iren.
Image source: Getty Images.
The terms of the deal
Iren was already a heavy buyer of Nvidia's
2026-05-29
ktxs.com
2026-05-29
KTXS
ABILENE, Texas — A major expansion in West Texas is now taking shape.
IREN, a digital infrastructure company, has partnered with NVIDIA to help build out its Sweetwater data center campus in Fisher County.
“What this brings to the partnership is the ability to apply that architecture to our Sweetwater campus," said David Shaw, chief operating officer for IREN. "The benefits of that is the abilit
2026-05-29
ktxs.com
2026-05-29
KTXS
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IREN partners with NVIDIA to develop AI-ready architecture for West Texas data center
IREN partners with NVIDIA to develop AI-ready architecture for West Texas data center campus (IREN)
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2026-05-29
news.google.com
2026-05-29
Quiver Quantitative
2026-05-29
www.bloomberg.com
2026-05-29
Bloomberg.com
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2026-05-28
www.datacenterdynamics.com
2026-05-28
Data Center Dynamics
AI cloud firm Iren has signed a $1.6bn contract with Dell to acquire air-cooled Blackwell systems.
The hardware will be deployed across Iren's existing data centers in Childress, Texas, to enable the neocloud to meet a five-year $3.4bn AI cloud contract the company signed with Nvidia earlier this month.
– Iren
The contract with Nvidia will see Iren provide the chip designer with access to 60MW
2026-05-26
www.benzinga.com
2026-05-26
Benzinga
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2026-05-25
247wallst.com
2026-05-25
24/7 Wall St.
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2026-05-23
www.quiverquant.com
2026-05-23
Quiver Quantitative
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2026-05-22
finance.yahoo.com
2026-05-22
Yahoo Finance
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2026-05-22
247wallst.com
2026-05-22
24/7 Wall St.
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2026-05-22
finance.yahoo.com
2026-05-22
Yahoo Finance
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2026-05-22
www.tradingview.com
2026-05-22
TradingView
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2026-05-21
seekingalpha.com
2026-05-21
Seeking Alpha
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