Alibaba Tokenized Stock Sits at $125, Well Below $187 Target as Momentum Fades

CoreWeave CEO Confirms Nvidia GPU Bookings Through 2029

Nebius Stock Surges 18%, Outpacing AI Cloud Rivals CoreWeave and Cloudflare

CoreWeave Inks Multi-Year SSD Deal with Solidigm for AI Cloud Growth

Bitdeer to Report Q2 2026 Earnings on August 10

IREN Stock Jumps 30% as CEO Says Demand Exceeds Build Capacity

Meta Launches AI Cloud Business, Posing Challenge to Major Providers

Morgan Stanley Cuts Alibaba Target to $180, Still Sees AI Cloud Growth Ahead

Bitdeer Mined 990 Bitcoin in June, AI Cloud Run Rate Hits $76M

IREN Shares Surge 20% on $2.8B AI Contracts, $4B Cloud Revenue Target

Bitdeer Mined 921 BTC in May, AI Cloud ARR Reaches $69M

IREN Buys Nostrum, Adds 490 MW in Spain for Bitcoin Mining and AI Cloud

SK Telecom and NVIDIA Plan Gigawatt-Scale AI Cloud in Korea by 2027

Bitcoin

This move signals a structural shift: AI factories are becoming the new digital utilities. For crypto, this validates the thesis that specialized compute (GPU) assets will appreciate, benefiting mining firms that pivot to AI (e.g., IREN) and decentralized compute networks. It also highlights that traditional cloud players are racing to meet demand, putting pressure on smaller, decentralized alternatives to differentiate via cost or trust.

NVIDIA announced the global expansion of its AI Cloud ecosystem, with partners building AI factories across six continents to meet growing AI compute demand.

NVIDIA Expands AI Cloud to Six Continents, Bringing Crypto Miners Into the Fold

Crypto miners are secretly becoming AI infrastructure providers—and it could slow Bitcoin's hash rate growth