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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