Nvidia reports $29B in cloud service commitments and $25B in data center leases
Nvidia disclosed $29 billion in cloud service commitments and $25 billion in its own data center leases, plus an additional $36 billion in AI cloud agreements and $20 billion in data center leases expected to be reassigned to third parties. These figures were reported by multiple independent sources as bullish for AI cloud and data center operators including IREN, Nebius, CoreWeave, and Cipher.
Detected & updated continuously · Source: Nebula
Sources
@Sam_Badawi
$NVDA now has $29B in cloud service commitments and $25B in its own data center leases. It also has another $36B in AI cloud agreements and $20B in data center leases expected to be reassigned to third parties. Okay. Okay. Bullish for $IREN $NBIS $CRWV $CIFR And ALL of the
@kratos_harmony
🚨 @HIVEDigitalTech President & COO Craig Tavares joins Goldman Sachs, TDK Ventures, and Natixis at Datacloud USA to unpack what investors are underwriting. Cc: $SPCX $NBIS $CRWV $IREN $CIFR $KEEL $SLNH $WULF $HUT $RIOT https://t.co/4KBz5PqtmZ