Semiconductor News & Analysis Feed

Blue Owl Capital has led a $2.4 billion financing deal to support IREN’s expansion of its AI cloud infrastructure powered by NVIDIA Blackwell Ultra GPUs. The funding, structured as a $1.2 billion senior secured term loan and $1.2 billion senior secured notes, will be used to procure air-cooled NVIDI

A significant development in the AI landscape has emerged with Anthropic's Claude models now generally available in Microsoft Foundry, running on NVIDIA GB300 Blackwell Ultra GPUs. This integration enables Azure-native enterprises to build autonomous and domain-specific AI agents with enhanced perfo