IREN's AI Takeover Begins

IREN secured a $9.7 billion, five-year AI Cloud contract with Microsoft covering 200MW and 20% upfront payment. Read why IREN stock is a Buy.

Jim Chanos Warns IREN Taking 'All The Risk' In $9.7 Billion Microsoft AI Pact: 'Deal Will Decrease EPS'

Jim Chanos warns IREN is taking "all the risk" in Microsoft AI deal, claiming it will "decrease EPS" with returns below its cost of capital.
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Wall Street's Biggest IREN Bull Hiked Price Target to $142 After $9.7B Microsoft AI Deal

The bitcoin miner turned AI infrastructure play received three price target raises following yesterday's news, including from Bernstein, which lifted to $125.

IREN Limited: $9.7B Microsoft Catalyst, But I Remain Cautious Into Q1 On Dilution Risk

IREN Limited's $9.7B Microsoft deal and Sweetwater hub expansion could boost AI cloud growth and GPU capacity. Click for my IREN earnings preview.

Microsoft-IREN deal: Tech giant inks $9.7 billion AI cloud pact for Nvidia chips; aims to bolster data centre capacity amid soaring AI demand

Microsoft has secured a $9.7 billion cloud services agreement with Australian AI infrastructure provider IREN, gaining access to Nvidia chips to meet
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