.@IREN_Ltd IREN reports FY26 results: AI Cloud operating ARR hits $1B, with 2026 capacity largely sold out at $4B contracted ARR. ⚡️💻 Key Metrics & Updates: 🚀 Signs new multi-year AI Cloud contract with a leading frontier AI lab 💰 Unit Economics: Contracts executing at >$20M/MW (IT) with ~2-year payback; active talks at ~$25M/MW 🏢 Microsoft Deployment: Delivered 50 MW Horizon 1 liquid-cooled site at Childress; Horizons 2-4 on track for Q4 2026 💳 GPU Debt: $2.8B in new financings, including a $2.4B facility led by Blue Owl & PIMCO at 9.0% 🔄 Infrastructure Shift: FY26 AI Cloud revenue jumped ~8x to $128.8M; recognized $(638.8)M in non-cash impairments to decommission mining rigs for AI capacity Read our complete breakdown of IREN's FY26 report: https://theenergymag.com/news/market-news/iren-reports-707-million-fy-26-revenue-and-ai-cloud-expansion #IREN #DataCenters #AI #Cloud #DigitalInfrastructure #BitcoinMining #Energy #Compute(TheEnergyMag)