IREN (IREN)
Crypto-miner pivoted to AI infra. $9.7B Microsoft deal. 2GW Sweetwater campus.
- Ticker: IREN
- Sector: gpu cloud (gpu cloud)
- DC exposure tier: high
IREN (IREN) is a high-exposure name in the data-center supply chain in the gpu cloud sector. Data Center Index tracks IREN's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.
Data center exposure rationale
Bitcoin miner pivoting capacity to AI cloud (Childress, Sweetwater); 100% DC infrastructure deployment.
Tracked IREN data center projects
- Sweetwater Campus — 600 MW, Sweetwater, TX · under construction
- Childress Campus — 300 MW, Childress, TX · under construction