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.

Latest News

05-09 03:56
Midday Fly By: Nvidia invests in Iren, Expedia reports Q1 beat
Midday Fly By: Nvidia invests in Iren, Expedia reports Q1 beat
05-09 02:32
IREN's Next Stop Could Be $100 Thanks To Nvidia Partnership: Bernstein
IREN's Next Stop Could Be $100 Thanks To Nvidia Partnership: Bernstein
05-09 01:00
IREN Explodes 40% in 5 Days — Here’s Who Owns the Stock
IREN Explodes 40% in 5 Days — Here’s Who Owns the Stock
05-08 21:43
美股异动 | 与英伟达达成34亿美元AI云计算合同 IREN(IREN.US)开盘大涨超10%
美股异动 | 与英伟达达成34亿美元AI云计算合同 IREN(IREN.US)开盘大涨超10%
05-08 21:37
Movement Alert|IREN Ltd Rises 12.51% in Regular Trading, NVIDIA to Invest Up to $2.1 Billion in Strategic Partnership
Movement Alert|IREN Ltd Rises 12.51% in Regular Trading, NVIDIA to Invest Up to $2.1 Billion in Strategic Partnership
05-08 21:36
异动解读|IREN盘中上涨12.51%,英伟达宣布向其投资至多21亿美元并达成战略合作
异动解读|IREN盘中上涨12.51%,英伟达宣布向其投资至多21亿美元并达成战略合作
05-08 21:32
美股科技股涨跌不一,IREN飙升13.98%,Cloudflare重挫15.71%
美股科技股涨跌不一,IREN飙升13.98%,Cloudflare重挫15.71%
05-08 18:54
BUZZ-IREN surges on Nvidia's $2.1 bln AI investment
BUZZ-IREN surges on Nvidia's $2.1 bln AI investment
05-08 16:37
Iren Shares Rise 8.4% Premarket as Nvidia to Invest up to $2.1 Bln in Co
Iren Shares Rise 8.4% Premarket as Nvidia to Invest up to $2.1 Bln in Co
05-08 16:11
美股异动丨数据中心供应商IREN盘前涨8.4%,与英伟达建立战略合作伙伴关系
美股异动丨数据中心供应商IREN盘前涨8.4%,与英伟达建立战略合作伙伴关系
05-08 16:07
异动解读 | 英伟达宣布最高21亿美元投资并达成战略合作,IREN Ltd盘前大涨7.97%
异动解读 | 英伟达宣布最高21亿美元投资并达成战略合作,IREN Ltd盘前大涨7.97%
05-08 16:06
Stock Track | IREN Ltd Soars 7.97% in Pre-Market on NVIDIA's $2.1 Billion Investment and European Expansion
Stock Track | IREN Ltd Soars 7.97% in Pre-Market on NVIDIA's $2.1 Billion Investment and European Expansion
05-08 16:05
IREN盘前涨超8%与英伟达签署价值34亿美元的AI云合同;百度涨近6%旗下昆仑芯启动科创板IPO辅导港股仍在正常推进。
IREN盘前涨超8%与英伟达签署价值34亿美元的AI云合同;百度涨近6%旗下昆仑芯启动科创板IPO辅导港股仍在正常推进。
05-08 16:02
Movement Alert|IREN Ltd Rises 9.44% in Pre-Market Trading, NVIDIA Announces Up to $2.1 Billion Investment
Movement Alert|IREN Ltd Rises 9.44% in Pre-Market Trading, NVIDIA Announces Up to $2.1 Billion Investment
05-08 16:02
异动解读|IREN Ltd盘前上涨9.44%,英伟达宣布投资至多21亿美元
异动解读|IREN Ltd盘前上涨9.44%,英伟达宣布投资至多21亿美元
05-08 09:27
IREN Shares Surge After NVIDIA's $2.1 Billion Investment and $3.4 Billion AI Cloud Deal
IREN Shares Surge After NVIDIA's $2.1 Billion Investment and $3.4 Billion AI Cloud Deal
05-08 09:20
获英伟达(NVDA.US)21亿美元投资+34亿美元AI云计算合同!IREN(IREN.US)盘后应声大涨
获英伟达(NVDA.US)21亿美元投资+34亿美元AI云计算合同!IREN(IREN.US)盘后应声大涨
05-08 08:02
异动解读 | IREN Ltd夜盘大涨6.58%,与英伟达达成重大战略合作并获高达21亿美元潜在投资
异动解读 | IREN Ltd夜盘大涨6.58%,与英伟达达成重大战略合作并获高达21亿美元潜在投资
05-08 08:02
Stock Track | IREN Ltd Soars 6.58% on NVIDIA Strategic Partnership and $3.4 Billion AI Cloud Contract
Stock Track | IREN Ltd Soars 6.58% on NVIDIA Strategic Partnership and $3.4 Billion AI Cloud Contract
05-08 08:01
Movement Alert|IREN Ltd Rises 6.82% in After-Hours Trading, Secures $3.4 Billion AI Cloud Contract with NVIDIA and Announces Strategic Partnership
Movement Alert|IREN Ltd Rises 6.82% in After-Hours Trading, Secures $3.4 Billion AI Cloud Contract with NVIDIA and Announces Strategic Partnership
05-08 06:42
IREN signs five-year AI cloud contract with NVIDIA valued at $3.4 billion
IREN signs five-year AI cloud contract with NVIDIA valued at $3.4 billion
05-08 06:35
Iren Secures $3.4Bn AI Cloud Contract With Nvidia
Iren Secures $3.4Bn AI Cloud Contract With Nvidia
05-08 06:35
IREN Secures $3.4bn AI Cloud Contract with NVIDIA
IREN Secures $3.4bn AI Cloud Contract with NVIDIA
05-08 06:07
Iren's stock soars as a major Nvidia investment overshadows revenue shortfall
Iren's stock soars as a major Nvidia investment overshadows revenue shortfall
05-08 06:00
英伟达将向IREN投资高达21亿美元,作为人工智能数据中心合作协议的一部分
英伟达将向IREN投资高达21亿美元,作为人工智能数据中心合作协议的一部分
05-08 05:37
Nvidia与Iren合作加速部署人工智能基础设施
Nvidia与Iren合作加速部署人工智能基础设施
05-08 05:17
Iren Business Update and Q3 FY26 Results
Iren Business Update and Q3 FY26 Results
05-08 05:17
IREN Business Update and Q3 FY26 Results
IREN Business Update and Q3 FY26 Results
05-08 05:17
Press Release: IREN Business Update and Q3 FY26 Results
Press Release: IREN Business Update and Q3 FY26 Results
05-08 04:56
Iren jumps 27% to $72.09 following partnership with Nvidia
Iren jumps 27% to $72.09 following partnership with Nvidia
05-08 04:54
IREN Stock Rockets 26% on NVIDIA’s $2.1B Investment Deal and European Expansion
IREN Stock Rockets 26% on NVIDIA’s $2.1B Investment Deal and European Expansion
05-08 04:45
Stock Track | IREN Ltd Soars 5.05% in After-Hours on Nvidia Strategic Partnership and Share Purchase Agreement
Stock Track | IREN Ltd Soars 5.05% in After-Hours on Nvidia Strategic Partnership and Share Purchase Agreement
05-08 04:45
异动解读 | IREN Ltd盘后大涨5.05%,与英伟达达成战略合作并收购Mirantis加码AI云战略
异动解读 | IREN Ltd盘后大涨5.05%,与英伟达达成战略合作并收购Mirantis加码AI云战略
05-08 04:38
Iren Expands AI Cloud Platform to Europe With Acquisition of Nostrum Group
Iren Expands AI Cloud Platform to Europe With Acquisition of Nostrum Group
05-08 04:38
Iren Ltd - Acquisition Marks Iren's Entry Into Europe, Increases Power Portfolio to 5Gw
Iren Ltd - Acquisition Marks Iren's Entry Into Europe, Increases Power Portfolio to 5Gw
05-08 04:38
Iren Ltd - Acquisition Adds 490Mw of Secured Grid-Connected Power in Spain
Iren Ltd - Acquisition Adds 490Mw of Secured Grid-Connected Power in Spain
05-08 04:38
IREN Expands AI Cloud Platform to Europe with Acquisition of Nostrum Group
IREN Expands AI Cloud Platform to Europe with Acquisition of Nostrum Group
05-08 04:35
英伟达与IREN达成战略合作 加速部署高达5吉瓦人工智能基础设施
英伟达与IREN达成战略合作 加速部署高达5吉瓦人工智能基础设施
05-08 04:34
异动解读|IREN Ltd盘后上涨9.06%,宣布收购Mirantis加码AI Cloud战略
异动解读|IREN Ltd盘后上涨9.06%,宣布收购Mirantis加码AI Cloud战略
05-08 04:34
Nvidia and Iren Announce Strategic Partnership to Accelerate Deployment of up to 5 Gigawatts of AI Infrastructure
Nvidia and Iren Announce Strategic Partnership to Accelerate Deployment of up to 5 Gigawatts of AI Infrastructure
05-08 04:34
Nvidia Corp - Granted Five-Year Right to Buy up to 30 Mln Iren Shares at $70 per Share
Nvidia Corp - Granted Five-Year Right to Buy up to 30 Mln Iren Shares at $70 per Share
05-08 04:34
Nvidia Corp - Future Deployments to Focus on Iren's 2 Gw Sweetwater Campus in Texas
Nvidia Corp - Future Deployments to Focus on Iren's 2 Gw Sweetwater Campus in Texas
05-08 04:34
NVIDIA and IREN Announce Strategic Partnership to Accelerate Deployment of up to 5 Gigawatts of AI Infrastructure
NVIDIA and IREN Announce Strategic Partnership to Accelerate Deployment of up to 5 Gigawatts of AI Infrastructure

User Discussion

avatarGehlot
05-08 08:26
$IREN Ltd(IREN)$  $NVIDIA(NVDA)$   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