"IREN ( NASDAQ:IREN) is an AI infrastructure company that has AI data centers and gigawatts ready to go. It landed a 5-year, $9.7 billion deal with Microsoft ( NASDAQ:MSFT) for 200 megawatts. That deal demonstrates how much tech companies will pay for data centers and energy that can fulfill AI workload requirements. IREN has roughly three gigawatts in its pipeline and has moved quickly in the industry."
"Rezolve AI (NASDAQ:RZLV) only has a $1.5 billion market cap after rallying by more than 90% over the past year. The stock is down by about 40% from its all-time highs, but a recent earnings update has investors excited again. The agentic AI platform exited 2025 with approximately $209 million in annual recurring revenue, and the company told investors it expects to exit 2026 with at least $500 million in annual recurring revenue."
IREN is an AI infrastructure company with roughly three gigawatts in its pipeline and a 1.4 gigawatt Sweetwater 1 site expected in April. IREN secured a 5-year, $9.7 billion deal with Microsoft for 200 megawatts, demonstrating high demand for data center capacity and energy to support AI workloads. The company began as a crypto miner and still derives most revenue from mining, but large enterprise deals could shift its trajectory; the stock rose over 300% in the past year. Rezolve AI is a smaller-cap agentic AI platform with $209 million ARR in 2025 and targets at least $500 million ARR and $350 million in earnings for 2026, supported by over 650 enterprise customers.
Read at 24/7 Wall St.
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