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News  ›  The Motley Fool

Microsoft Just Gave Investors 9.7 Billion Reasons to Buy This Monster Artificial Intelligence (AI) Data Center Stock Hand Over Fist

The Motley Fool Logo The Motley Fool By Adam Spatacco
Microsoft Just Gave Investors 9.7 Billion Reasons to Buy This Monster Artificial Intelligence (AI) Data Center Stock Hand Over Fist

Microsoft signed a $9.7 billion cloud services contract with Iren for GPU access, highlighting the growing AI infrastructure market. Iren, originally a cryptocurrency mining company, has pivoted to providing GPU rental services and seen significant stock appreciation in 2025.

Insights
IREN   positive

Secured a major $9.7 billion contract with Microsoft, experienced 600% stock gain in 2025, and is well-positioned in the growing AI infrastructure market