NVIDIA AI Cloud Contract
Company: IREN - Project: Childress
The claim, verbatim
5-year AI Cloud contract for air-cooled Blackwell GPU deployment within 60MW of existing data centers at Childress, targeting ramp from early 2027
Source (primary)
iren 8-K exhibit (irenreportsq3fy26results.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-08)Live source ↗
Quote: “$3.4bn AI Cloud contract with NVIDIA o 5-year contract for air-cooled Blackwell GPUs o Deploying within 60MW of existing data centers at Childress o Targeting ramp from early 2027”
How we checked this
Checked on September 19, 2026. The cited source supports every part of this claim.
The document states all elements: the 5-year air-cooled Blackwell contract, the 60MW Childress deployment, and the early 2027 ramp target.
Confirmed in the source:
- IREN signed a 5-year AI Cloud contract with NVIDIA for air-cooled Blackwell GPUs
- Deployment is within 60MW of existing data centers at Childress
- The contract targets ramp from early 2027
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1878848/000187884826000025/irenreportsq3fy26results.htm) in full (30,392 characters, retrieved September 8, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms iren 8-K exhibit (irenreportsq3fy26results.htm)
Quote: “$3.4bn AI Cloud contract with NVIDIA o 5-year contract for air-cooled Blackwell GPUs o Deploying within 60MW of existing data centers at Childress o Targeting ramp from early 2027”