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“Nvidia Surges as Fresh AI Deals With Amazon, Microsoft, and IREN Highlight Unstoppable Demand for Its Chips“ 🚨🚨🚨

Nvidia (NVDA $207.50, +2.47%) kicked off the week with strong momentum, rising roughly 3% in early Monday trading, as new partnerships reaffirm the company’s dominance in powering the artificial intelligence revolution.

Two major AI-related announcements hit the wire this morning — both underscoring that demand for Nvidia’s chips remains white-hot even amid capacity constraints and rising competition.

Deal 1: IREN, Dell, and Microsoft Build Out Texas AI Infrastructure

IREN (IREN $72.03, +18.57%), an energy-efficient data center operator, announced plans to outfit a massive new facility in Texas with Nvidia GPUs. The chips will be supplied through Dell Technologies and utilized by Microsoft, marking a three-way partnership that fuses cutting-edge AI hardware with sustainable data infrastructure.

This collaboration not only highlights how central Nvidia remains to cloud computing’s next phase — it also reinforces how hyperscalers like Microsoft are expanding their reliance on Nvidia’s ecosystem rather than moving away from it.

Deal 2: Amazon Web Services + OpenAI = $38 Billion GPU Pact

Meanwhile, Amazon (AMZN $255.29, +4.53%) announced a sweeping partnership with OpenAI, granting the ChatGPT maker access to hundreds of thousands of Nvidia GPUs through Amazon Web Services (AWS).

The deal, valued at roughly $38 billion, represents one of the largest compute commitments in cloud history — and a direct testament to Nvidia’s unmatched position as the global supplier of AI horsepower. The GPUs, likely from Nvidia’s flagship H100 and upcoming Blackwell series, will be critical in training and deploying the next generation of large language models and AI tools.

The Bigger Picture: Nvidia’s AI Empire Keeps Expanding

These twin announcements add more proof that Nvidia remains the undisputed backbone of the AI boom, with major players across the tech landscape — from Microsoft and Amazon to OpenAI — continuing to anchor their infrastructure strategies around its hardware.

Despite ongoing geopolitical tensions and export restrictions that limit sales to China, Nvidia’s order book remains packed. Analysts estimate that its Blackwell and Rubin chips already have over $500 billion in preorders, setting the stage for continued growth into 2026.

As hyperscalers ramp up AI spending and competition intensifies among cloud providers, Nvidia’s grip on the global data center market looks stronger than ever.

Bottom line: Two new AI mega-deals in a single morning underscore the same story — Nvidia isn’t just riding the AI wave, it is the wave.