IREN Expands AI Cloud Platform with $3.4 Billion Contract, NVIDIA Partnership, and Nostrum Acquisition - To The Moon

IREN Expands AI Cloud Platform with $3.4 Billion Contract, NVIDIA Partnership, and Nostrum Acquisition

IREN Limited announced its agreement to acquire Ingenostrum, S.L. (Nostrum Group), enhancing its AI cloud platform presence in Europe. Additionally, IREN reported a $3.4 billion AI cloud contract and a strategic 5GW partnership with NVIDIA, which includes a 5-year right for NVIDIA to purchase up to 30 million shares, potentially investing $2.1 billion. IREN targets $3.7 billion ARR by end of 2026 and plans expansion across North America, Europe, and APAC, including a 1.2GW AI cloud capacity build by 2027 and over 5GW secured power expansion by 2028+. The acquisition of Nostrum adds 490MW in Spain and further development capacity.

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- GehlotGehlot
  ·05-08
  $IREN Ltd(IREN)$ $NVIDIA(NVDA)$ IREN has officially partnered with Nvidia, signing a massive $3.4 billion AI cloud agreement over the next five years as part of a broader 5GW strategic collaboration. I’m not heavily invested in $IREN, but at around $43, the amount of negativity around the stock seemed overdone considering they still operate as a serious neocloud player with valuable compute capacity in a market where demand for compute continues to outpace supply. This announcement may not be a blockbuster hyperscaler deal, but overall it feels undeniably bullish. While no one knows whether the stock can comfortably hold the $70 range after the initial after-hours surge, the key de
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- GehlotGehlot
  ·05-08
  $IREN Ltd(IREN)$ $NVIDIA(NVDA)$ IREN has officially partnered with Nvidia, signing a massive $3.4 billion AI cloud agreement over the next five years as part of a broader 5GW strategic collaboration. I’m not heavily invested in $IREN, but at around $43, the amount of negativity around the stock seemed overdone considering they still operate as a serious neocloud player with valuable compute capacity in a market where demand for compute continues to outpace supply. This announcement may not be a blockbuster hyperscaler deal, but overall it feels undeniably bullish. While no one knows whether the stock can comfortably hold the $70 range after the initial after-hours surge, the key de
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  Share
  Report

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