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IREN Q4 Earnings Call Focuses on AI Cloud Scale & Funding
Source: zacks.com
Artificial IntelligenceCorporate Guidance & OutlookCompany FundamentalsAnalyst Insights
IREN said its FY26 AI cloud capacity is largely sold out, supporting visibility into delivery and funding. The company expects ARR to top $4B by December, shifting investor focus to FY27 contracting as execution against sold capacity becomes the key near-term catalyst.
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