On September 4, IREN Ltd rose 5.05% in regular trading, trading at $41.63 per share with turnover of $1.453 billion, extending gains from the prior session.

On the news front, Dell previously reported strong earnings with AI-optimized server revenue doubling year-over-year to $16.4 billion and a backlog reaching $95 billion. Notably, Dell explicitly confirmed that IREN has signed a $1.6 billion hardware procurement agreement covering servers equipped with NVIDIA chips, directly validating IREN's AI cloud infrastructure expansion progress. Additionally, Blue Owl Capital and PIMCO finalized a $2.4 billion debt financing package for IREN, structured as approximately $1.2 billion in senior secured term loans and $1.2 billion in senior secured notes at a fixed 9% annual rate with a two-and-a-half-year term. Proceeds are earmarked for purchasing NVIDIA Blackwell Ultra GPUs to support the Mackenzie data center campus in Canada.

Further reinforcing confidence, the company previously completed delivery of Horizon 1, its first 50-megawatt Microsoft AI computing facility under a $9.7 billion cloud services contract, and achieved NVIDIA Exemplar Cloud certification for its GB300 NVL72 deployment.

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