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TeraWulf and Iris Energy (IREN) AI infrastructure datacenter stocks jump as investors rotate into neocloud compute supply competitors.
Market signals belief that neocloud peer consolidation and profitability scaling can compete with hyperscaler captive datacenters; investor appetite for non-Nvidia pathway.
Trade pressSlicast · July 12, 2026 at 11:14 UTC · US · Source: MSN
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