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Neocloud peer IREN signs $2.8 billion in customer contracts from leading AI developers, raising 2026 run rate to $4 billion-plus.
IREN's hyperscaler deals confirm competitive threat to Nvidia as standalone infrastructure plays capture major compute leases independent of chip procurement.
Trade pressSlicast · July 20, 2026 at 15:45 UTC · Global · Source: Data Center Dynamics
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