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IREN Ltd
IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. The company is headquartered in Sydney, New South Wales and currently employs 144 full-time employees. The company went IPO on 2021-11-17. Its facilities are optimized for Bitcoin mining, artificial intelligence (AI) cloud services, and other power-dense compute. Its data center mining facilities are in Canal Flats, Mackenzie, Prince George and Childress. Bitcoin Mining provides security to the Bitcoin network. Al Cloud Services provides cloud compute to Al customers, approximately 1,896 NVIDIA H100 and H200 GPUs. Its Canal Flats facility is in the Canadian Rockies, 100 kilometers (km) from Cranbrook regional airport and 500km east of Vancouver. Its facility is in Prince George, the city in northern British Columbia, located 500 km north of Vancouver. Its facility is located in Childress County, Texas, over 250 miles northwest of Dallas and in close proximity to multiple wind and solar generating facilities in the region. Its Childress operations comprise 200 Mega Watt of operating data centers.
IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. The company is headquartered in Sydney, New South Wales and currently employs 144 full-time employees. The company went IPO on 2021-11-17. Its facilities are optimized for Bitcoin mining, artificial intelligence (AI) cloud services, and other power-dense compute. Its data center mining facilities are in Canal Flats, Mackenzie, Prince George and Childress. Bitcoin Mining provides security to the Bitcoin network. Al Cloud Services provides cloud compute to Al customers, approximately 1,896 NVIDIA H100 and H200 GPUs. Its Canal Flats facility is in the Canadian Rockies, 100 kilometers (km) from Cranbrook regional airport and 500km east of Vancouver. Its facility is in Prince George, the city in northern British Columbia, located 500 km north of Vancouver. Its facility is located in Childress County, Texas, over 250 miles northwest of Dallas and in close proximity to multiple wind and solar generating facilities in the region. Its Childress operations comprise 200 Mega Watt of operating data centers.
Revenue Growth: IREN delivered fifth consecutive quarterly revenue growth, reaching $240 million in Q1 FY26, up 28% quarter-over-quarter and 355% year-on-year.
Microsoft Contract: Announced a landmark $9.7 billion, 5-year AI cloud contract with Microsoft, expected to generate $1.9 billion in annual recurring revenue and includes a 20% upfront prepayment.
EBITDA Strength: Adjusted EBITDA was $92 million for the quarter, showing margin strength despite higher payroll tax expenses from share price performance.
Strategic Expansion: IREN plans to scale its GPU fleet from 23,000 to 140,000 GPUs by end of 2026, targeting $3.4 billion in annualized run rate revenue.
Financing & Capital: Company ended October with $1.8 billion in cash and outlined a capital-efficient plan to fund expansion using prepayments, new financings, and existing cash.
Strong Demand: Management highlighted robust AI cloud demand and noted pre-contracting on significant portions of upcoming GPU capacity.
High Returns: Project levered IRRs are expected in the 25%–35% range, with the Microsoft deal offering a highly attractive risk-return balance.
