AI cloud infrastructure is sta

AI cloud infrastructure is starting to get more attention. $IREN Ltd(IREN)$ jumped 19.69% after it raised its annual recurring revenue target to over $4 billion, driven by new AI cloud contracts. Its customer list now includes Microsoft, Nvidia, Perplexity, and Figure.

We're seeing strong capital rotation into neocloud and colocation names. HUT was up 10.45% on news of a 15-year, $9.8 billion AI data center lease. Meanwhile, $Cipher Mining Inc.(CIFR)$ gained 16.76%, $CleanSpark, Inc.(CLSK)$ rose 13.7%, and $WhiteFiber, Inc.(WYFI)$ increased 9.18%.

$NEBIUS(NBIS)$ and CRWV are moving a bit slower for now. Still, the AI compute infrastructure theme is being repriced following new catalysts, including headlines about the Kimi compute shortage and fresh contract announcements.

Nebius Surges 18.8% After NVIDIA Takes 9.3% Stake — Is This AI Cloud's New Champion?

Nebius (NBIS) soared 18.78% to $217, making it the session's standout mover, after NVIDIA took an approximately 9.3% stake in the company. Hedge fund positions more than doubled, CoreWeave gained 8%, and Oracle rose 5%, signaling that "the AI cloud business is beginning to pay off." However, the chairman sold roughly $1.4 million in shares concurrently, flagging potential distribution at elevated levels. With NVIDIA putting real capital behind Nebius, is this surge the start of an AI cloud revaluation, or a one-time thematic spike?

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Its customer list now includes Microsoft, Nvidia, Perplexity, and Figure.\nWe're seeing strong capital rotation into neocloud and colocation names. HUT was up 10.45% on news of a 15-year, $9.8 billion AI data center lease. Meanwhile, <a href=\"https://ttm.financial/S/CIFR\">$Cipher Mining Inc.(CIFR)$&nbsp;</a> gained 16.76%, <a href=\"https://ttm.financial/S/CLSK\">$CleanSpark, Inc.(CLSK)$&nbsp;</a> rose 13.7%, and <a href=\"https://ttm.financial/S/WYFI\">$WhiteFiber, Inc.(WYFI)$&nbsp;</a> increased 9.18%.\n<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$&nbsp;</a> and CRWV are moving a bit slower for now. 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Still, the AI compute infrastructure theme is being repriced following new catalysts, including headlines about the Kimi compute shortage and fresh contract announcements.\n<img src=\"https://community-static.tradeup.com/news/836512cccd8947159ac2076fc2bc3478\" tg-width=\"1905\" tg-height=\"1121\">\n<img src=\"https://community-static.tradeup.com/news/2c6ef4df8368496a892c677efa8b648e\" tg-width=\"1565\" tg-height=\"830\"></body></html>","text":"AI cloud infrastructure is starting to get more attention. $IREN Ltd(IREN)$ jumped 19.69% after it raised its annual recurring revenue target to over $4 billion, driven by new AI cloud contracts. Its customer list now includes Microsoft, Nvidia, Perplexity, and Figure. We're seeing strong capital rotation into neocloud and colocation names. HUT was up 10.45% on news of a 15-year, $9.8 billion AI data center lease. Meanwhile, $Cipher Mining Inc.(CIFR)$ gained 16.76%, $CleanSpark, Inc.(CLSK)$ rose 13.7%, and $WhiteFiber, Inc.(WYFI)$ increased 9.18%. $NEBIUS(NBIS)$ and CRWV are moving a bit slower for now. 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