NasdaqGS:IRENSoftware
IREN Recast As AI Infrastructure Player After Nvidia And Microsoft Moves
Nvidia committed $2b and a multigigawatt AI infrastructure partnership to CoreWeave, signaling a major competitive shift in high performance computing.
IREN highlighted its own AI buildout and multi year contracts in response, including a new partnership with Microsoft focused on AI data center capacity.
Investors are reassessing how NasdaqGS:IREN fits into a sector where large capital commitments and long term cloud deals are becoming central.
NasdaqGS:IREN sits in the middle of this...