๐จ JUST IN: $IREN just announced a 5-year, $9.7B agreement with Microsoft to supply GB300 GPUs.
Congrats bulls!
The deal includes a 20% prepayment and rollout through 2026 at its 750MW Childress, Texas site.
$IREN also secured a $5.8B equipment deal with Dell (including GPUs) to support the build-out.