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tz-plus logo IREN Limited: AI Infrastructure Giant Delivers to Microsoft and Achieves NVIDIA Milestone

M. Herzberger
Reading Time: 3 minutes

Successful delivery of "Horizon 1" to Microsoft and achieving NVIDIA exemplar status. Massive capacity expansion to 480 MW in 2026 with a target of 1.2 GW in 2027. Stock price benefits from the expansion of the vertically integrated AI infrastructure platform. Transformation to AI Infrastructure IREN Limited (IREN) has continuously developed its business model from a purely hardware-centric focus to a specialized provider of AI cloud infrastructure. The company operates large-scale data centers specifically designed for the training and...

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