IREN Lands Multibillion-Dollar AI Cloud Contracts as AI Revenue Jumps
IREN secured multibillion-dollar contracts with major AI customers and rapidly expanded its AI cloud business, raising revenue targets as demand for AI computing capacity outpaces supply. AI Cloud Services revenue rose 94% sequentially, but overall revenue fell after a significant drop in BTC mining revenue. Loss per share was $0.30 versus the $0.21 consensus.