{"schema_version":"secwatch.filing_event.v1","accession":"0001140361-26-028871","form_type":"8-K","ticker":"IREN","cik":"0001878848","company_name":"IREN Ltd","filed_at":"2026-07-20T11:12:27+00:00","discovered_at":"2026-07-20T11:15:00.254350+00:00","generated_at":"2026-07-20T11:15:22.592459+00:00","sec_items":["2.02","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"IREN signs $2.8bn in AI cloud contracts, raises 2026 ARR target to >$4bn","bullets":["New multi-year cloud services contracts with leading AI developers total $2.8bn in contract value.","2026 AI Cloud ARR target raised from $3.7bn to >$4bn; ~85% now under contract.","Customer base includes Microsoft, NVIDIA, Perplexity, Figure AI, Together AI, Fluidstack, Fireworks AI, Fal AI, Hume AI, and a new leading AI developer.","Customer prepayments cover ~45% of associated GPU capex, reducing IREN's net funding requirement.","Cash and equivalents ~$7.6bn as of June 30, 2026; AI Cloud capacity expanding from 3MW to 480MW in 2026, targeting 1.2GW in 2027."],"urls":{"canonical":"https://secwatch.observer/filing/0001140361-26-028871","json":"https://secwatch.observer/filing/0001140361-26-028871.json","markdown":"https://secwatch.observer/filing/0001140361-26-028871.md","text":"https://secwatch.observer/filing/0001140361-26-028871.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1878848/000114036126028871/0001140361-26-028871-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1878848/000114036126028871/ef20078253_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-07-20T11:15:22.592459+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"}