IREN’s vertically integrated, bare-metal model offers cost advantages and near-term cash flow support from Bitcoin mining.

IREN exited the Bitcoin mining expansion to focus on AI cloud and HPC, landing a landmark Microsoft deal and aggressively scaling GPU capacity. ・After a 1,160% surge to November highs, sentiment ...

As enterprises push into next-generation computing, the old rules of cloud no longer apply. In their place comes what has been dubbed the neocloud, a specialized layer of infrastructure built for ...

Micron Technology (MU) stock continues to pop after boasting strong fiscal first quarter earnings results driven by demand around high-bandwidth memory chips for AI data centers. As more companies ...

While Applied Digital ( APLD 6.49%) and CoreWeave ( CRWV 3.11%) both saw their stocks go on roller-coaster rides in 2025, ...

Nebius has corrected 45% along with other "neoclouds," but demand for their AI compute doesn't seem to be slowing.

Discover why Nvidia Corporation remains a top AI stock for 2025, offering strong growth, attractive valuation, and 23-25% ...

In recent years, a new class of technology startups has emerged on the market, attracting increasing media attention and venture investments. These are the so-called "neocloud" companies or providers.

One topic that has continued to dominate the cloud computing news cycle in 2025 is the growing hold the hyperscale tech ...

Cisco offers a NVIDIA Cloud Partner-compliant reference architecture based on new data center switching solutions, providing customers ultimate flexibility as they build critical AI infrastructure.

Nebius Group NV third-quarter sales soared by more than 300% as the Dutch neocloud provider announced an artificial intelligence infrastructure deal with Meta Platforms Inc. and predicted rapid growth ...

The European colocation market is plugging the demand gaps for datacentre capacity caused by the waning appetites of hyperscale cloud firms by cozying up to neocloud providers, research from CBRE ...