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Semiconductors
PartnershipMay 7, 2026, 04:36 PM

NVIDIA, IREN Partner for AI Infrastructure; NVIDIA to Invest Up to $2.1B

AI Summary

NVIDIA and IREN Limited have formed a strategic partnership to accelerate the deployment of next-generation AI infrastructure. As part of this collaboration, NVIDIA has been granted a five-year right to purchase up to 30 million shares of IREN's ordinary stock at an exercise price of $70 per share, representing a potential investment of up to $2.1 billion. The partnership intends to deploy up to 5 gigawatts of NVIDIA DSX-aligned AI infrastructure across IREN's global data center pipeline, with a focus on IREN's 2-gigawatt Sweetwater campus in Texas.

Key Highlights

  • NVIDIA and IREN Limited announced a strategic partnership to accelerate next-generation AI infrastructure deployment.
  • NVIDIA received a five-year right to purchase up to 30 million IREN ordinary shares at $70 per share.
  • This right allows NVIDIA to invest up to $2.1 billion in IREN, subject to conditions.
  • The partnership aims to support deployment of up to 5 gigawatts of NVIDIA DSX-aligned AI infrastructure.
  • Future deployments are expected to focus on IREN's 2-gigawatt Sweetwater campus in Texas.
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