'Blue Owl Leads $2.4 Billion Iren Debt Deal to Buy Nvidia’s Chips' - Bloomberg

IREN’s New AI Contract Adds to $2.8 Billion in Deals as Company Targets $4 Billion ARR, Analysts Say

BTIG reiterates its Buy rating and $80 price forecast on IREN Limited (NASDAQ: IREN) stock, pointing to new multi-year AI cloud deals and rising 2027 capacity contracting.

Shares of crypto-linked companies are trading lower as Bitcoin sells off from its recent rally, possibly after Federal Reserve Chairman Warsh's comments on inflation and prices raised rate-hike concerns. The asset is also under pressure after Treasury Secretary Bessent's letter suggested the Treasury exchanged existing Exchange Stabilization Fund foreign-currency assets for Yen, which contributed to a spike in the dollar value.

Nasdaq 100 Falls As Warsh Revives Rate Hike Bets: Stock Market Today

Fed Chair Kevin Warsh said underlying inflation has not improved, pushing September hike odds to 60%, lifting the 2-year yield

Hugging Face’s $399 Robot Ducks Racks Up $2.6 Million in Sales as Nvidia Deal Buzz Grows

Hugging Face’s Microduck robot generated more than $2.6 million in orders within 24 hours, highlighting surging interest in AI robotics.

This AI Energy Stock Is Up Nearly 2,000% in the Last Two Years. Could It Be Nvidia's Next Big Investment?

Nvidia has built a $63.4 billion portfolio of AI infrastructure partners including Intel, SpaceX, CoreWeave, and Synopsys. As energy becomes a critical bottleneck for AI data center growth, Bloom Energy—a hydrogen fuel-cell company that recently crossed $1 billion in quarterly revenue and signed a $25 billion partnership with Brookfield Asset Management—emerges as a potential candidate for Nvidia investment.

Prediction: Nvidia's Data Center Business Alone Clears $100 Billion in a Quarter This Fiscal Year

Nvidia's data center business generated $89.0 billion in Q2 FY2027, representing 92.5% of total revenue. Based on current guidance and growth trends, analyst Daniel Sparks predicts the data center division will exceed $100 billion in quarterly revenue by the end of fiscal 2027 in January, with the October quarter having a decent chance of reaching this milestone first. The prediction relies on maintaining current revenue mix and Nvidia meeting its $108 billion guidance for Q3.