Projected ARR increase to $4.4bn upon Blackwell commissioning
Company: IREN
The claim, verbatim
Upon commissioning of Blackwell systems, IREN's annualized run-rate revenue is expected to increase from $3.7bn to $4.4bn
Source (primary)
iren 8-K exhibit (irentrgts44bninarrwithbl.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-06)Live source ↗
Quote: “Upon commissioning, the AI cloud contract is expected to increase IREN's annualized run-rate revenue (ARR) from $3.7bn to $4.4bn.”
How we checked this
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Additional evidence
confirms iren 8-K exhibit (irentrgts44bninarrwithbl.htm)
Quote: “Upon commissioning, the AI cloud contract is expected to increase IREN's annualized run-rate revenue (ARR) from $3.7bn to $4.4bn.”