NVIDIA itself becomes a Childress tenant, $3.4B, five years, ~60 MW of air-cooled capacity

IREN signed a five-year, ~$3.4B managed AI cloud contract with NVIDIA, served from roughly 60 MW of existing air-cooled capacity at Childress on the Blackwell platform, with orchestration and cluster management delivered alongside Mirantis. NVIDIA also took a five-year right to buy up to 30 million IREN shares at $70.

Preview

You are reading the opening of this brief.

Read the full brief