$4B contracted ARR for 2026 capacity; 2026 capacity largely sold out
Company: IREN
The claim, verbatim
In August IREN said it had $4 billion of contracted annualized run-rate revenue for 2026 capacity, including $1 billion already operating, with 2026 capacity largely sold out.
Source (primary)
IREN Drops 18% in a Week Despite Booming AI Demand as $30B Spending Plan Raises Questions - finance.yahoo.com (-, news_article)
View cached copy (2026-10-02)Live source ↗Archive.org ↗
Quote: “IREN said in August it had $4 billion of contracted annualized run-rate revenue (ARR) for 2026 capacity, including $1 billion already operating, with 2026 capacity largely sold out.”
How we checked this
This claim has not yet been checked assertion-by-assertion against its source. It carries a cited source and quote, but the deeper check has not run. When it does, the result appears here whatever it says.
Additional evidence
confirms IREN Drops 18% in a Week Despite Booming AI Demand as $30B Spending Plan Raises Questions - finance.yahoo.com
Quote: “IREN said in August it had $4 billion of contracted annualized run-rate revenue (ARR) for 2026 capacity, including $1 billion already operating, with 2026 capacity largely sold out.”
