{"schema_version":"secwatch.filing_event.v1","accession":"0001140361-25-040072","form_type":"8-K","ticker":"IREN","cik":"0001878848","company_name":"IREN Ltd","filed_at":"2025-11-03T23:59:59+00:00","discovered_at":"2026-05-14T18:02:40.954505+00:00","generated_at":"2026-05-17T00:56:55.282991+00:00","sec_items":["1.01","7.01","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"confidence":"high","headline":"IREN signs $9.7B AI cloud contract with Microsoft; $5.8B GPU purchase from Dell","bullets":["Total contract value ~$9.7 billion with Microsoft over five-year average term; 20% prepayment per tranche.","IREN to deploy NVIDIA GB300 GPUs across four Childress data centers (Horizon 1–4) totaling 200MW IT load, phased through 2026.","Dell Purchase Agreement for ~$5.8 billion for GPU supply; IREN guarantees subsidiary's obligations.","Contract validates IREN's AI cloud platform and opens access to hyperscaler customer segment.","IREN expects to fund ~$5.8B capex via cash, prepayments, operating cashflows, and additional financing."],"urls":{"canonical":"https://secwatch.observer/filing/0001140361-25-040072","json":"https://secwatch.observer/filing/0001140361-25-040072.json","markdown":"https://secwatch.observer/filing/0001140361-25-040072.md","text":"https://secwatch.observer/filing/0001140361-25-040072.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1878848/000114036125040072/0001140361-25-040072-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1878848/000114036125040072/ef20058139_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T00:56:55.282991+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}