White-labeled compute supplied to US AI cloud providers
Company: IREN
The claim, verbatim
IREN says it now supplies white-labeled compute to leading US AI cloud providers and has won new contracts since quarter-end.
Source (primary)
iren 8-K exhibit (q3fy25presentationvf.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-10-15)Live source ↗
Quote: “Now supplying white-labeled compute to leading US AI cloud providers”
How we checked this
Checked on October 16, 2026. The cited source supports every part of this claim.
The AI cloud slide states IREN is supplying white-labeled compute to leading US AI cloud providers and cites new contract wins post quarter-end.
Confirmed in the source:
- IREN now supplies white-labeled compute to leading US AI cloud providers
- IREN has won new AI cloud contracts since quarter-end
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1878848/000187884825000043/q3fy25presentationvf.htm) in full (46,276 characters, retrieved October 15, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms iren 8-K exhibit (q3fy25presentationvf.htm)
Quote: “Now supplying white-labeled compute to leading US AI cloud providers”