Iren Ltd
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
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Iren has 21 disclosed suppliers and 4 disclosed customers in SEC filings.
Iren Ltd
24.15
SentenceWe maintain relationships with semiconductor manufacturers, original equipment manufacturers ("OEMs"), original design manufacturers ("ODMs"), and other infrastructure suppliers, including NVIDIA, AMD, Dell Technologies, Lenovo, Supermicro, Gigabyte and leading storage and networking providers.
SentenceWe maintain relationships with semiconductor manufacturers, original equipment manufacturers ("OEMs"), original design manufacturers ("ODMs"), and other infrastructure suppliers, including NVIDIA, AMD, Dell Technologies, Lenovo, Supermicro, Gigabyte and leading storage and networking providers.
SentenceWe maintain relationships with semiconductor manufacturers, original equipment manufacturers ("OEMs"), original design manufacturers ("ODMs"), and other infrastructure suppliers, including NVIDIA, AMD, Dell Technologies, Lenovo, Supermicro, Gigabyte and leading storage and networking providers.
SentenceAdditionally, we have been mining Bitcoin since 2019 and have good relationships with leading Bitcoin mining hardware suppliers, including Bitmain, as well as utility companies such as BC Hydro and AEP Texas.
IREN 10-Kaccession 0001878848-25-000063
SentenceWe expect to use Antpool and Foundry as our main mining pool service providers and we are subject to Antpool's User Service Agreement and Foundry's Pool Terms.
IREN 10-Kaccession 0001878848-26-000052
SentenceAdditionally, we have been mining Bitcoin since 2019 and have good relationships with leading Bitcoin mining hardware suppliers, including Bitmain, as well as utility companies such as BC Hydro and AEP Texas.
IREN 10-Kaccession 0001878848-25-000063
SentenceAs of June 30, 2025 we had paid $11.7 million of connection deposits for Sweetwater 1, as well as $13.5 million in connection deposits and $4.1 million in non-refundable connection costs for Sweetwater 2, with such payments facilitating a direct connection to the Electricity Reliability Council of Texas ("ERCOT") grid.
IREN 10-Kaccession 0001878848-25-000063
SentenceWe generally sell the Bitcoin we mine on a daily basis, currently via Kraken, with Coinbase onboarded as an alternative digital asset trading platform, and we currently aim to withdraw fiat currency proceeds on a daily basis, utilizing Etana Custody, a third-party custodian, to facilitate the transfer of such proceeds to one or more of our banks or other financial institutions.
IREN 10-Kaccession 0001878848-26-000052
SentenceIf we were unable to use Antpool's or Foundry's mining pools in the future, whether it be voluntary or involuntary reasons (including technical issues requiring a temporary or long-term switch between mining pool operators), we have identified F2Pool as a back-up mining pool service provider.
IREN 10-Kaccession 0001878848-26-000052
SentenceWe expect to use Antpool and Foundry as our main mining pool service providers and we are subject to Antpool's User Service Agreement and Foundry's Pool Terms.
IREN 10-Kaccession 0001878848-26-000052
SentenceWe maintain relationships with semiconductor manufacturers, original equipment manufacturers ("OEMs"), original design manufacturers ("ODMs"), and other infrastructure suppliers, including NVIDIA, AMD, Dell Technologies, Lenovo, Supermicro, Gigabyte and leading storage and networking providers.
IREN 10-Kaccession 0001878848-26-000052
SentenceOur team also has prior experience in the traditional data center and IT managed solutions industries, and we have strong relationships with leading hardware providers for HPC and AI services and equipment suppliers for data centers, including Dell Technologies Inc., Hunton Trane, Lenovo, NVIDIA, Supermicro and WekaIO, Inc, among others.
IREN 10-Kaccession 0001878848-25-000063
SentenceTo date we have utilized Kraken, a U.S.-based digital asset trading platform, to liquidate the Bitcoin we mine.
IREN 10-Kaccession 0001878848-25-000063
SentenceWe maintain relationships with semiconductor manufacturers, original equipment manufacturers ("OEMs"), original design manufacturers ("ODMs"), and other infrastructure suppliers, including NVIDIA, AMD, Dell Technologies, Lenovo, Supermicro, Gigabyte and leading storage and networking providers.
IREN 10-Kaccession 0001878848-26-000052
SentenceOur Canal Flats site was acquired from PodTech Innovation Inc. and certain of its related parties in January 2020, and has been operating since 2019.
IREN 10-Kaccession 0001878848-25-000063
SentenceIn Oklahoma, we have contracted for electric service from Public Service Company of Oklahoma ("PSO") under a large load rate schedule.
IREN 10-Kaccession 0001878848-26-000052
SentenceWe maintain relationships with semiconductor manufacturers, original equipment manufacturers ("OEMs"), original design manufacturers ("ODMs"), and other infrastructure suppliers, including NVIDIA, AMD, Dell Technologies, Lenovo, Supermicro, Gigabyte and leading storage and networking providers.
IREN 10-Kaccession 0001878848-26-000052
SentenceOur team also has prior experience in the traditional data center and IT managed solutions industries, and we have strong relationships with leading hardware providers for HPC and AI services and equipment suppliers for data centers, including Dell Technologies Inc., Hunton Trane, Lenovo, NVIDIA, Supermicro and WekaIO, Inc, among others.
IREN 10-Kaccession 0001878848-25-000063
SentenceFor example, we announced a five-year agreement with Microsoft in November 2025, which includes GPU acquisitions and the development of the "Horizon 1," "Horizon 2," "Horizon 3" and "Horizon 4" data center facilities representing approximately $9.7 billion of total contract value.
SentenceIn addition, in May 2026 we entered into a five-year cloud services contract with NVIDIA to support its internal AI and research workloads representing approximately $3.4 billion of total contract value.
SentenceWe generally sell the Bitcoin we mine on a daily basis, currently via Kraken, with Coinbase onboarded as an alternative digital asset trading platform, and we currently aim to withdraw fiat currency proceeds on a daily basis, utilizing Etana Custody, a third-party custodian, to facilitate the transfer of such proceeds to one or more of our banks or other financial institutions.
IREN 10-Kaccession 0001878848-26-000052
SentenceWe generally sell the Bitcoin we mine on a daily basis, currently via Kraken, with Coinbase onboarded as an alternative digital asset trading platform, and we currently aim to withdraw fiat currency proceeds on a daily basis, utilizing Etana Custody, a third-party custodian, to facilitate the transfer of such proceeds to one or more of our banks or other financial institutions.
IREN 10-Kaccession 0001878848-26-000052
Linked news
Expected move
Inputsstraddle ±15.3%
spot 23.95exp Nov 6ATM strike 24ATM straddle 4.30IV 162%