IREN Limited는 2026 회계연도 재무실적을 발표하고 선도적인 프론트엔드 기업과 다년간 계약을 체결했다고 발표했다.

IREN Limited (NASDAQ: IREN) provided a business update and reported financial results for the full fiscal year ended June 30, 2026. The company highlighted a new multi-year agreement with a leading frontier AI lab, contributing to $4bn Contracted ARR for 2026 Capacity. Current operations generate $1bn Operating ARR Today1,2$2.8bn GPU Financings Fund 90% of Associated GPU Capex. Management confirmed that 2026 capacity is largely sold out, including the recent delivery of Horizon 1, the first of four leading-edge liquid cooled GPU deployments successfully delivered to Microsoft this month. The customer base has broadened to include hyperscalers, enterprises, AI developers and frontier labs. As the platform scaled and market position strengthened, IREN attracted leading customers and secured stronger pricing, more attractive contract terms and improved paybacks. The company continues to contract future capacity with a deliberate strategy, building a diversified base of counterparties and preserving room for higher-value managed services and software. Site optimization is also increasing the revenue potential of every megawatt. With increasing availability of a broad range of capital sources to fund expansion, IREN is well positioned to keep compounding as the structural shortage of compute deepens.

Daniel Roberts, Co-Founder and Co-CEO of IREN, stated: We started IREN with a simple observation: the digital world can scale almost instantly, but the physical world cannot. This year, that founding thesis became tangible. Exponential AI consumption growth has fueled demand for compute capacity well beyond the available supply of infrastructure. IREN was built for this moment. Our 2026 capacity is largely sold out. This includes Horizon 1, the first of four leading-edge liquid cooled GPU deployments that we successfully delivered to Microsoft this month. We have broadened our customer base to include hyperscalers, enterprises, AI developers and frontier labs. As our platform has scaled and our market position has strengthened, we have attracted leading customers and secured stronger pricing, more attractive contract terms and improved paybacks. We are continuing to contract future capacity with a deliberate strategy, building a diversified base of counterparties and preserving room for higher-value managed services and software. Site optimization is also increasing the revenue potential of every megawatt. With increasing availability of a broad range of capital sources to fund our expansion, we are well positioned to keep compounding as the structural shortage of compute deepens. We have spent years assembling what is difficult to replicate: power, land, data centers, compute, software and people. This is only the beginning.

IREN operates as a vertically integrated AI Cloud platform delivering data centers, compute and software for AI training and inference. The platform is underpinned by an expansive portfolio of land and grid-connected power in renewable-rich regions across North America, Europe and APAC. The company will host a webcast and conference call to discuss the FY26 results, with a recorded replay accessible shortly after the event at https://iren.com/investor/events-and-presentations.

The release includes forward-looking statements concerning future operations, revenue targets, delivery timelines, supply-demand conditions, anticipated contract durations, planned GPU deployments, and capital expenditure requirements. These statements involve substantial risks and uncertainties, including the ability to obtain additional capital on commercially reasonable terms, service debt obligations, execute growth strategies, manage construction delays, navigate supply chain constraints and tariffs, and address equipment price increases. The original text concludes abruptly during the discussion of supplier price increases. Investors are cautioned against placing undue reliance on these projections, as many factors could cause actual results to differ materially from those expressed.