Story thread · 2 reports / 2 sources

IREN’s AI Pricing Is Exploding — Why the Neocloud’s $2.6 Billion Contract Base Could Scale Dramatically

247wallst.com · 7d · first report

$25 Million Per Megawatt Changes the IREN Math The consequential number in IREN (NASDAQ:IREN)’s Q4 FY26 report sits outside the income statement. It is approximately $25 million per megawatt of IT load, the price CEO Daniel Roberts said is showing up “consistently across live conversations with customers at the moment.” That is the run rate […]

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