IREN Lands $9.7 Billion Deal with Microsoft
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 03 2025
0mins
Should l Buy NVDA?
Source: WSJ
IREN and Microsoft Partnership: IREN has entered into a multi-year agreement with Microsoft to utilize its cloud-based graphics processing services.
Access to Nvidia GPUs: As part of the deal, IREN will provide Microsoft with access to Nvidia GB300 GPUs over a five-year period.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 175.200
Low
200.00
Averages
264.97
High
352.00
Current: 175.200
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Massive Order Backlog: Huang noted that Nvidia had a backlog of $500 billion in orders for 2026, with an additional $500 billion projected for 2027, providing robust support for future revenue.
- Significant Revenue Growth: Nvidia generated $215.9 billion in revenue for the fiscal year 2026, reflecting a 65% year-over-year increase, demonstrating strong demand in the AI market and ample room for future growth.
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- Data Center Spending Growth: Global data center capital expenditures are projected to rise to $3 trillion to $4 trillion annually by the end of 2030, and with ongoing AI spending trends, this forecast may not be far-fetched, presenting significant market opportunities for Nvidia.
- AI Spending Trends: Despite investor skepticism regarding the ROI of AI spending, major tech companies like Meta, Microsoft, Amazon, and Alphabet are expected to spend around $650 billion this year on data center construction and chip costs, positioning Nvidia as a primary beneficiary.
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- Sales Forecast Upgrade: Nvidia announced that lifetime sales of its Blackwell and Rubin graphics processing units are expected to reach $1 trillion, a significant increase from last year's $500 billion forecast, reflecting ongoing strong demand for its offerings.
- Rising Data Center Expenditure: Global data center capital expenditures are projected to rise to $3 trillion to $4 trillion annually by 2030, suggesting that AI-related spending will continue to drive Nvidia's business growth, potentially leading to a substantial increase in its stock price over the coming years.
- Catalyst Factors: If major AI hyperscalers continue to ramp up spending in 2027, it will signal to investors that Nvidia still has growth potential, serving as a crucial catalyst for driving the stock price higher.
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- Volume Spike: The trading volume reached 47.2 million shares, approximately 31% above the three-month average of 36 million shares, reflecting strong investor interest in AMD's future prospects, particularly amid sustained demand for AI products.
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- Importance of Fundamental Focus: Renowned investor Warren Buffett advises that during market fluctuations, investors should prioritize fundamentals over emotionally driven market prices, a strategy that is particularly crucial in the current tech stock dip to identify undervalued stocks.
- Timing Challenges: While investors may find desirable stock prices, market highs and lows are often only clear in hindsight, meaning that buying at a 'fair price' could still lead to further declines, necessitating careful timing in entry points.
- Application of Dollar-Cost Averaging: Utilizing dollar-cost averaging (DCA) during the tech stock dip can effectively mitigate risks, allowing investors to spread their purchases over time and balance overall investment costs regardless of market fluctuations, thus gaining an advantage in uncertain conditions.
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- Volume Spike: The company's trading volume reached 47.2 million shares, approximately 31% above its three-month average of 36 million shares, indicating a significant increase in investor interest in AMD.
- Enhanced Pricing Power: AMD's plans to raise CPU prices suggest stronger pricing power in core markets, while sustained demand for AI products and a large accelerator order reinforce its position in the data center market.
- Investor Focus on Future: As investors closely monitor upcoming earnings and guidance for AI infrastructure revenue, the rise in AMD's stock price may lead to margin expansion and stronger performance expectations.
See More
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- Strong Sales Outlook: CEO Jensen Huang expects Nvidia to achieve at least $1 trillion in sales from Blackwell and Vera Rubin chips by 2027, indicating the company's ongoing growth potential in the AI sector.
- Massive Order Backlog: Huang noted that Nvidia had a backlog of $500 billion in orders for 2026, with an additional $500 billion projected for 2027, providing robust support for future revenue.
- Significant Revenue Growth: Nvidia generated $215.9 billion in revenue for the fiscal year 2026, reflecting a 65% year-over-year increase, demonstrating strong demand in the AI market and ample room for future growth.
- Reasonable Valuation: Despite its large market cap, Nvidia's forward P/E ratio stands at 21 times, which is an increase from last April's lows, suggesting that Nvidia's stock remains attractive amid ongoing earnings growth.
See More
Nvidia Projects $1 Trillion in Chip Sales
- Sales Forecast Surge: Nvidia anticipates lifetime sales of its Blackwell and Rubin graphics processing units to reach $1 trillion, doubling last year's estimate of $500 billion, indicating robust demand that could drive stock price increases.
- Data Center Spending Growth: Global data center capital expenditures are projected to rise to $3 trillion to $4 trillion annually by the end of 2030, and with ongoing AI spending trends, this forecast may not be far-fetched, presenting significant market opportunities for Nvidia.
- AI Spending Trends: Despite investor skepticism regarding the ROI of AI spending, major tech companies like Meta, Microsoft, Amazon, and Alphabet are expected to spend around $650 billion this year on data center construction and chip costs, positioning Nvidia as a primary beneficiary.
- Market Rebound Expectations: Analysts believe Nvidia's stock is poised to hit new highs in the coming years, especially if major AI hyperscalers continue to ramp up spending in 2027, signaling to investors that Nvidia's growth potential remains strong.
See More
Nvidia Stock Poised for New All-Time High
- Strong Market Demand: The big four AI hyperscalers—Meta, Microsoft, Amazon, and Alphabet—are projected to spend around $650 billion on data center construction and chip costs by 2027, indicating robust demand for Nvidia's products, although investors remain cautious about ROI.
- Sales Forecast Upgrade: Nvidia announced that lifetime sales of its Blackwell and Rubin graphics processing units are expected to reach $1 trillion, a significant increase from last year's $500 billion forecast, reflecting ongoing strong demand for its offerings.
- Rising Data Center Expenditure: Global data center capital expenditures are projected to rise to $3 trillion to $4 trillion annually by 2030, suggesting that AI-related spending will continue to drive Nvidia's business growth, potentially leading to a substantial increase in its stock price over the coming years.
- Catalyst Factors: If major AI hyperscalers continue to ramp up spending in 2027, it will signal to investors that Nvidia still has growth potential, serving as a crucial catalyst for driving the stock price higher.
See More
AMD Shares Rise 7.26% Driven by AI Demand and Price Hikes
- Stock Price Surge: AMD shares rose 7.26% to close at $220.27, primarily driven by planned CPU price hikes and robust AI infrastructure demand, indicating enhanced pricing power in core markets.
- Volume Spike: The trading volume reached 47.2 million shares, approximately 31% above the three-month average of 36 million shares, reflecting strong investor interest in AMD's future prospects, particularly amid sustained demand for AI products.
- Positive Market Reaction: With expectations of rising CPU prices, investors are optimistic about AMD's AI accelerators and new partnerships, which could drive stronger earnings guidance in the upcoming reports.
- Investor Focus: Investors will closely monitor whether AMD can achieve margin expansion through higher pricing and sustained AI demand, and whether it can provide stronger guidance in future earnings, further solidifying its market position.
See More
Investment Strategies Amid Tech Stock Dip
- Market Correction Overview: The Nasdaq Composite index has fallen approximately 9% from its October 2025 peak, with Nvidia and Palantir Technologies down 15% and 25% respectively, indicating a widespread correction in tech stocks that requires cautious investor response to market volatility.
- Importance of Fundamental Focus: Renowned investor Warren Buffett advises that during market fluctuations, investors should prioritize fundamentals over emotionally driven market prices, a strategy that is particularly crucial in the current tech stock dip to identify undervalued stocks.
- Timing Challenges: While investors may find desirable stock prices, market highs and lows are often only clear in hindsight, meaning that buying at a 'fair price' could still lead to further declines, necessitating careful timing in entry points.
- Application of Dollar-Cost Averaging: Utilizing dollar-cost averaging (DCA) during the tech stock dip can effectively mitigate risks, allowing investors to spread their purchases over time and balance overall investment costs regardless of market fluctuations, thus gaining an advantage in uncertain conditions.
See More
AMD Shares Rise 7.26% on AI Demand and Price Hike Plans
- Stock Price Surge: AMD closed at $220.27 on Wednesday, up 7.26%, primarily driven by CPU price hike plans and robust AI infrastructure demand, reflecting market optimism about its future performance.
- Volume Spike: The company's trading volume reached 47.2 million shares, approximately 31% above its three-month average of 36 million shares, indicating a significant increase in investor interest in AMD.
- Enhanced Pricing Power: AMD's plans to raise CPU prices suggest stronger pricing power in core markets, while sustained demand for AI products and a large accelerator order reinforce its position in the data center market.
- Investor Focus on Future: As investors closely monitor upcoming earnings and guidance for AI infrastructure revenue, the rise in AMD's stock price may lead to margin expansion and stronger performance expectations.
See More
