IREN signs multi-year contract with frontier AI lab, raising contracted ARR for 2026 capacity to $4B
IREN signed another multi-year contract with a leading frontier AI lab, taking contracted ARR for 2026 capacity to $4 billion. The company also secured $2.8 billion in GPU financing covering 90% of associated capex, allowing it to scale capacity without fully funding the build itself.
Detected & updated continuously · Source: Nebula
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@StockSavvyShay
$IREN just signed another multi-year contract with a leading frontier AI lab taking contracted ARR for 2026 capacity to $4B. Also great to see $2.8B of GPU financing is covering 90% of the associated capex helping IREN scale capacity without having to fund the entire build https://t.co/J2vZloAxeF
@wublockchain12
吴说获悉，IREN 2026 财年第四季度营收 1.372 亿美元，基本符合预期；调整后 EBITDA 为 1,920 万美元，较预期低约 53%。AI 云服务收入环比由 3,360 万美元增至 7,050 万美元，比特币挖矿收入由 1.112 亿美元降至 6,670 万美元。公司目前运营 ARR 约 10 亿美元，2026 年容量已基本售罄，对应合同 ARR 约