$IREN : Nvidia AI cloud deal


Sentiment: Very Positive
'''IREN jumped after announcing a $3.4bn AI Cloud contract and broader 5GW strategic partnership with NVIDIA, including a 5-year right for NVIDIA to buy up to 30M shares at $70 (subject to conditions). The structure signals strong demand validation but also ties execution to large capex/build-out milestones and potential regulatory conditions.'''
IREN3.18%
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