NVIDIA AI Cloud contract
Company: IREN
The claim, verbatim
$3.4 billion five-year AI Cloud contract with NVIDIA for Blackwell GPU deployment
Source (primary)
iren 8-K exhibit (irentranscript.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-07)Live source ↗
Quote: “this week signed a $3.4 billion five-year AI Cloud contract with NVIDIA”
How we checked this
Checked on September 19, 2026. The cited source supports every part of this claim.
The transcript confirms the $3.4 billion five-year NVIDIA contract and elsewhere specifies it covers Blackwell GPUs.
Confirmed in the source:
- IREN signed a $3.4 billion five-year AI Cloud contract with NVIDIA
- The contract is for Blackwell GPUs deployed across 60 megawatts of air-cooled capacity at Childress
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1878848/000187884826000028/irentranscript.htm) in full (50,400 characters, retrieved September 7, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms iren 8-K exhibit (irentranscript.htm)
Quote: “this week signed a $3.4 billion five-year AI Cloud contract with NVIDIA”