A report says Anthropic signed a multiyear AI cloud deal with IREN, adding a major customer. This supports its shift into AI services, but costly construction and delivery challenges remain.
A new AI customer could give IREN another source of business beyond Bitcoin mining. The report also points to an existing Microsoft deal, supporting IREN’s move into AI services. The Anthropic deal’s value is not stated, and IREN still faces costly construction and delivery challenges.
The story says Microsoft already has an AI cloud deal with IREN, but reports no change to Microsoft’s own sales or plans. It does not change the outlook described here for Microsoft.
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