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Stock impact report

IREN Expands AI Cloud Capacity to 150,000 GPUs

Iris Energy Limited (IREN) 
Company Research Source: GlobeNewswire
NEW YORK, March 04, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (“IREN”) today announced it has entered into purchase agreements for over 50,000 NVIDIA B300 GPUs that will expand its total fleet to 150,000 GPUs. Time-to-compute is an increasingly important factor in today’s AI cloud market. Early procurement enables IREN to bring cloud capacity online with greater speed and certainty, ensuring deployment timelines remain on track as customer agreements progress. IREN expects to deploy the additional GPUs in phases through H2 2026 across its existing air-cooled data centers in Mackenzie, British Columbia and Childress, Texas. The 150,000 GPU fleet is expected to support AI Cloud annualized run-rate revenue of over $3.7bn by the end of 2026.1 Existing data centers at Canal Flats and Childress provide capacity to support additional GPUs over time. IREN has secured $9.3bn of funding in the past eight months across customer prepayments, convertible notes, GPU leasing and GPU Show less Read more
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