microsoft, nvidia and google Updates

Microsoft is making substantial investments in artificial intelligence infrastructure, highlighted by a five-year, approximately $9.7 billion deal with Australian company IREN Ltd. This agreement positions Microsoft as IREN's largest customer for AI cloud capacity, securing access to compute infrastructure powered by Nvidia's GB300 GPUs, which will be deployed in phases through 2026. The deal, which includes a 20% prepayment, underscores Microsoft's commitment to meeting the escalating demand for AI services, following nearly $35 billion in capital expenditures on AI and cloud infrastructure during the July-September quarter. Jonathan Tinter of Microsoft praised IREN's expertise in AI cloud operations. IREN, in turn, has also signed a $5.8 billion deal with Dell Technologies for chips and equipment, slated for deployment at its Childress, Texas campus through next year.Beyond Microsoft's significant moves, other tech giants are also actively shaping the AI landscape. Alphabet, for instance, appears strategically better positioned than Meta Platforms in AI financing, according to analysis comparing their investment strategies. Alphabet benefits from diverse revenue streams and lower capital expenses relative to its revenue, while Meta, more reliant on advertising, faces aggressive spending with slower net income growth. Both companies, however, leverage AI in their advertising businesses. Meanwhile, Amazon Web Services (AWS) is powering the NFL's new Fantasy AI Assistant, launched on November 3, 2025. Developed with the AWS Generative AI Innovation Center, this assistant provides personalized fantasy football insights, helping fans with decisions like start/sit choices and waiver wire pickups.The broader AI ecosystem is seeing a flurry of new platforms and partnerships. Xage Security and Nvidia announced a collaboration on November 3, 2025, to deliver fast, zero trust security for AI and critical infrastructure. This partnership utilizes Nvidia's BlueField-3 for hardware acceleration, enabling Xage to scale identity-based access controls across large data centers and govern data flows between AI agents and models in real time. Upscale also launched its AI-powered Web3 prop trading platform in Dubai on November 3, 2025, offering traders access to personal capital using AI and decentralized price feeds, with flexible accounts and no KYC requirements. SS&C Technologies Holdings Inc. introduced its AI agent catalogue on October 28, 2025, a suite of managed AI solutions designed to automate tasks for financial services and healthcare organizations, with American Life among the first evaluators. For individual users, the 1min.AI Advanced Business Plan, an AI platform offering access to multiple models, is currently on sale.As AI integration expands, discussions around its impact and implementation strategies are also evolving. A Deloitte report, highlighted on November 3, 2025, emphasizes that successful AI adoption requires significant investment in people, not just technology. The report suggests that organizations redesigning roles to foster human-machine collaboration are more likely to achieve measurable AI benefits, noting that most companies overlook people-related areas like training. Similarly, The Manufacturer released a supplement exploring AI transformation in factories, addressing challenges like integrating AI with older systems and developing digital skills. On a more philosophical note, Fat ma Feyza Bayer wrote on November 3, 2025, that while AI can offer a semblance of connection and emotional support, it cannot cure loneliness and may even create a deeper sense of emptiness by replacing genuine human relationships.

Key Takeaways

• Microsoft signed a five-year, $9.7 billion deal with IREN Ltd. for AI cloud capacity, securing access to Nvidia's GB300 GPUs.
• Microsoft spent nearly $35 billion on AI and cloud infrastructure in the July-September quarter, with the IREN deal including a 20% prepayment.
• IREN also secured a $5.8 billion deal with Dell Technologies for chips and equipment, to be deployed at its Childress, Texas campus.
• NVIDIA and Xage Security partnered on November 3, 2025, to provide AI zero trust security for critical infrastructure, utilizing NVIDIA's BlueField-3.
• Alphabet is strategically better positioned than Meta Platforms in AI financing due to diverse revenue streams and lower capital expenses relative to revenue.
• Amazon Web Services (AWS) powers the NFL's new Fantasy AI Assistant, launched on November 3, 2025, offering personalized fantasy football insights.
• Upscale launched an AI-powered Web3 prop trading platform on November 3, 2025, in Dubai, offering flexible accounts up to $800,000 without KYC.
• SS&C Technologies Holdings Inc. introduced its AI agent catalogue on October 28, 2025, to automate tasks for financial services and healthcare organizations.
• A Deloitte report on November 3, 2025, highlights that investing in people and redesigning roles for human-machine collaboration is crucial for achieving AI benefits.
• Fat ma Feyza Bayer's article on November 3, 2025, suggests AI can offer connection but not cure loneliness, potentially leading to a deeper sense of emptiness.

Microsoft makes $9.7 billion AI cloud deal with IREN

Microsoft Corp. signed a five-year deal worth about $9.7 billion with IREN Ltd. This agreement makes Microsoft the Australian company's largest customer for AI cloud capacity. The deal helps IREN expand its cloud services. Microsoft is investing heavily in AI infrastructure to support its growing cloud business.

Microsoft secures AI cloud with $9.7 billion IREN deal

Microsoft signed a $9.7 billion deal with Australian company IREN for AI cloud capacity. This agreement, announced Tuesday, will give Microsoft access to compute infrastructure using Nvidia's GB300 GPUs. These GPUs will be deployed in phases through 2026. The deal helps Microsoft expand its AI capabilities and meet the growing demand for AI services. IREN, formerly Data#3, will offer cutting-edge AI infrastructure to its clients.

Microsoft signs $9.7 billion AI cloud deal with IREN for Nvidia chips

Microsoft entered a five-year cloud services contract worth about $9.7 billion with IREN, an AI cloud service provider. This deal gives Microsoft access to Nvidia's chips and includes a 20% prepayment. Microsoft aims to meet high AI demand, having spent nearly $35 billion on AI and cloud infrastructure in the July-September quarter. Jonathan Tinter of Microsoft praised IREN's expertise in AI cloud operations. IREN also signed a $5.8 billion deal with Dell Technologies for chips and equipment, to be deployed at its Childress, Texas campus through next year.

Microsoft secures Nvidia chips through $9.7 billion IREN contract

Microsoft signed an approximately $9.7 billion cloud services contract with IREN, an AI cloud service provider, to gain access to Nvidia's chips. This five-year deal includes a 20% prepayment and helps Microsoft meet growing AI demand. Microsoft spent nearly $35 billion in the July-September quarter on capital expenditures for AI and cloud. Jonathan Tinter of Microsoft highlighted IREN's expertise in AI cloud. IREN also made a $5.8 billion deal with Dell Technologies for chips and equipment, which will be deployed at its Childress, Texas campus through next year.

Upscale launches AI Web3 trading platform for personal capital

Upscale launched a new AI-powered Web3 prop trading platform on November 3, 2025, in Dubai. This platform uses AI and decentralized price feeds to let traders access safe personal capital. Traders can trade over 200 instruments and use the company's capital, sharing stable returns. Upscale offers flexible accounts from $5,000 to $200,000, with scaling up to $800,000, and does not require KYC. Traders can start by paying in crypto or fiat and passing a challenge.

Upscale unveils AI Web3 platform for secure trading capital

Upscale introduced its new AI-powered Web3 prop trading platform on November 3, 2025, in Dubai. This platform integrates AI and decentralized price feeds, allowing traders to access safe personal capital. Traders can use company funds to trade over 200 instruments and share stable returns. Upscale offers flexible account types from $5,000 to $200,000, with the option to scale up to $800,000, and does not require KYC. Traders can begin by paying in crypto or fiat and completing a challenge.

Alphabet and Meta compete in AI financing strategies

This article compares Meta Platforms and Alphabet's strategies for AI investments and capital spending. Alphabet's GOOGL stock is seen as better positioned due to its diverse ways of making money and lower capital expenses compared to its revenue. Meta, or META, relies more heavily on ads and has aggressive spending with slower net income growth. Both companies benefit from AI in their ad businesses. However, Alphabet's varied income sources give it a strategic advantage in the AI sector.

1min.AI Advanced Business Plan on sale now

The 1min.AI Advanced Business Plan, an AI platform allowing access to multiple models, is currently on sale. Customers can get a lifetime subscription for $79.99 using the code SAVE20, but the offer ends tonight at 11:59 p.m. PT. This platform helps users avoid switching between different AI tools. Users can also earn free credits by using the web app, referring friends, or leaving reviews.

SS&C Technologies launches AI agent catalogue for automation

SS&C Technologies Holdings Inc. (NASDAQ:SSNC) launched its AI agent catalogue on October 28, 2025. This suite of managed AI solutions aims to automate tasks for financial services and healthcare organizations. American Life is among the first to evaluate these new tools. The customizable AI services can be deployed widely to address challenges like talent shortages and operational issues. SS&C designed these solutions with security and compliance in mind, hoping to boost efficiency and accuracy in critical processes.

Xage Security and NVIDIA partner for AI zero trust security

Xage Security and NVIDIA announced a collaboration on November 3, 2025, to provide fast, zero trust security for AI and critical infrastructure. They will use NVIDIA's BlueField-3 for hardware acceleration, allowing Xage to scale identity-based access controls across large data centers. This partnership ensures strong security for humans, systems, AI models, and agents. Ofir Arkin from NVIDIA highlighted the importance of safeguarding AI factories. Xage's integration with BlueField will govern data flows between AI agents and models in real time, enforcing least-privilege controls to prevent unauthorized access and ensure compliance with regulations like NIST and NERC CIP.

AI offers connection but cannot cure loneliness

Fat ma Feyza Bayer writes on November 3, 2025, that artificial intelligence can hear but not feel, mimicking connection without curing loneliness. While AI systems offer emotional support and reduce short-term social loneliness, long-term use can create a deep sense of emptiness by replacing real relationships. Technology provides a controlled solitude and safe emotional distance, but it ultimately reproduces loneliness in a new form. This trend negatively impacts individual and family relationships, as many young people turn to apps instead of family for emotional distress. AI can temporarily silence human loneliness, but it cannot eliminate this integral part of being human, highlighting the need for genuine connection.

Deloitte says people investment is key for AI success

A new Deloitte report, discussed by Sue Cantrell on November 3, 2025, finds that companies must invest in their people, not just technology, to see real returns from AI. Organizations that help humans and machines work together through redesigned roles are much more likely to achieve measurable AI benefits. Most companies, 93%, focus AI investments on data and infrastructure, overlooking people-related areas like training. However, executives cite people factors as the main obstacles to scaling AI value. Deloitte emphasizes that AI is different from past technologies, predicting and evolving, making human investment crucial for enduring differentiation and improved human outcomes.

NFL Pro launches new Fantasy AI Assistant with AWS

The NFL announced on November 3, 2025, the launch of its Fantasy AI Assistant within NFL Pro, powered by Amazon Web Services (AWS). Developed with the AWS Generative AI Innovation Center, this assistant uses advanced AI to provide personalized fantasy football insights. It helps fans make confident start/sit decisions, find valuable waiver wire pickups, and understand injury impacts. Fans can ask natural language questions on NFL.com/FantasyAI to get tailored insights. This new feature is available to NFL+ Premium subscribers, joining other tools like All-22 coaches film.

The Manufacturer explores AI transformation in factories

The Manufacturer has released a supplement exploring how artificial intelligence is transforming the manufacturing industry. AI is already changing production, maintenance, and quality control in UK factories. The report addresses challenges like integrating AI with older systems and developing digital skills, especially for small and medium-sized businesses. It includes a step-by-step guide for implementing AI, insights from experts on skills and cloud solutions, and discussions on ethics and regulations. The supplement emphasizes that combining human expertise with machine intelligence will drive future progress in manufacturing.

Sources

• Microsoft Signs $9.7 Billion AI Cloud Deal With Australia’s IREN
• Microsoft inks $9.7B deal with Australia’s IREN for AI cloud capacity
• Microsoft enters approximately $9.7B contract with IREN that gives it access to Nvidia chips
• Microsoft enters approx $9.7B contract with IREN that gives it access to Nvidia chips
• Upscale Launches AI-Powered Web3 Prop Trading Platform Allowing Traders to Get Safe Personal Capital
• Upscale Launches AI-Powered Web3 Prop Trading Platform Allowing Traders to Get Safe Personal Capital
• Alphabet Vs. Meta: AI Circular Financing Winner (GOOGL)
• Act fast — this AI platform that lets you access multiple models at once is only on sale for a few more hours
• How Investors Are Reacting To SS&C Technologies (SSNC) Launching AI Agent Catalogue for Financial and Healthcare Automation
• Xage Security and NVIDIA collaborate to deliver lightning-fast, zero trust security for AI and critical infrastructure
• Artificial intelligence and aesthetics of loneliness
• Want to see real ROI from AI? Don’t just invest in the tech, also invest in your people, finds Deloitte
• NFL Pro launches Fantasy AI Assistant powered by AWS
• The Manufacturer Artificial Intelligence Supplement