IREN's Landmark Microsoft AI Cloud Deal Sets New Milestone for Shareholders
ByAinvest
Saturday, Nov 8, 2025 12:51 pm ET1min read
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Microsoft has signed a $9.7 billion agreement with IREN Limited for access to Nvidia GB300 GPUs, supported by a $5.8 billion procurement agreement with Dell Technologies. This highlights IREN's shift from cryptocurrency mining to AI cloud infrastructure and positions the company as a significant partner for global tech leaders. The deal solidifies IREN's largest short-term catalyst, AI infrastructure demand, but also intensifies the risk profile if capital expenditures outpace cash flows and financing flexibility.
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