H100 multiyear recontracting
Company: IREN
The claim, verbatim
Draper said H100s were recontracted at double the previous price and are locked in for a multiyear term rather than an ultra short-term contract.
Source (primary)
IREN Ltd (IREN) Q1 2027 Earnings Call Highlights: AI Cloud Revenue Nearly Triples to $200 ... - Yahoo Finance Australia (-, news_article)
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Quote: “the H100s that were recontracted at double the previous price are now locked in for a multiyear term, not an ultra short-term contract”
How we checked this
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Additional evidence
confirms IREN Ltd (IREN) Q1 2027 Earnings Call Highlights: AI Cloud Revenue Nearly Triples to $200 ... - Yahoo Finance Australia
Quote: “the H100s that were recontracted at double the previous price are now locked in for a multiyear term, not an ultra short-term contract”