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IREN disclosed a $1.6 billion purchase agreement with Dell for air-cooled Blackwell systems headed to its Childress, Texas campus. The company said commissioning in early 2027 should lift annualized run-rate…
IREN plans to deploy Blackwell systems at its Childress campus, with commissioning of the new infrastructure expected in early 2027.
IREN Limited (NASDAQ:IREN) said Tuesday it signed a purchase agreement with Dell Technologies Inc. (NYSE:DELL) for NVIDIA Corp. (NASDAQ:NVDA) air-cooled Blackwell systems to support its previously announced five-year, $3.4 billion managed-services AI cloud contract. IREN Expands AI Infrastructure With Dell Blackwell Deal The deployment will take place at IREN's existing data centers in Childress, Texas, with commissioning expected in early 2027. The company said the expansion is designed to acce
HP is scheduled to report fiscal second-quarter financials after the stock market closes on Wednesday.
The gains add to strong momentum over the past several months, with DELL shares surging 144% so far this year.
Computer hardware and IT solutions company Dell (NYSE:DELL) will be reporting results this Thursday after the bell. Here’s what to look for.
IREN (NasdaqGS:IREN) agreed to purchase $1.6 billion of Nvidia Blackwell systems from Dell to power its AI data centers in Texas. The company plans to use this hardware to serve previously announced AI cloud contracts at its existing Texas campus. Management has highlighted power grid constraints as a key risk for new AI data centers, with many projects facing multi year delays. IREN points to its pre secured power infrastructure as a key factor in being able to deploy new AI compute...
The Blackwell systems will be installed at its Texas data center.
Data center operator IREN said on Tuesday it has agreed to buy Nvidia's air-cooled Blackwell systems from Dell for about $1.6 billion, as it aims to bring more capacity online to keep up with soaring AI demand. The deal is to service its previously announced five-year $3.4 billion cloud AI service contract with Dell, an AI server maker, IREN said in a statement. The Blackwell systems will be set up across existing data centers at IREN's Childress, Texas, campus, and are expected to be ready by early 2027.
A rival's strong results sent both hardware makers higher. Now their own reports will test whether the AI and PC momentum holds.
On Friday May 22, President Trump publicly praised Micron Technology (NASDAQ:MU) with three words: “Micron is great.” Today Micron stock is up 20%, trading around the $902 area and pushing the company’s market capitalization above $1 trillion. The timing is striking. However, the honest read on today’s rally points elsewhere for the catalyst. The proximate ... Trump Said “Micron’s Great” On May 22. The Stock Is Up 20% Today.
OKTA's fiscal first-quarter results are likely to benefit from AI security demand, rising RPO, and partner growth.
Dell Technologies heads into fiscal Q1 earnings with revenues seen near $35.5 billion, AI server demand surging, yet macro challenges and PC competition may pinch margins.
PLAB heads into Q2 earnings backed by strong AI chip packaging demand and rising advanced photomask adoption.
NTAP heads into Q4 earnings with AI, cloud and all-flash storage demand boosting growth as margin pressure from rising memory costs lingers.
MDB heads into fiscal Q1 earnings with strong Atlas growth, AI platform expansion and enterprise demand driving revenue momentum.
ADSK heads into fiscal Q1 earnings with strong cloud and AI momentum, but sales optimization changes may weigh on subscription billings.
FUTU heads into Q1 earnings with record net asset inflow expectations, strong trading activity and global growth, despite higher costs and volatility.
Shares of Advanced Micro Devices (NASDAQ:AMD) are up 5% in early Tuesday trading, leading a broad lift across the chip complex. Intel (NASDAQ:INTC) is up 2%, while NVIDIA (NASDAQ:NVDA) is essentially flat. The move follows a price target bombshell from UBS on Micron Technology (NASDAQ:MU) this morning. UBS raised its Micron target to $1,625 from ... AMD Is Up 5% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?
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