{"schema_version":"secwatch.filing_event.v1","accession":"0001878848-26-000030","form_type":"8-K","ticker":"IREN","cik":"0001878848","company_name":"IREN Ltd","filed_at":"2026-05-26T21:13:41+00:00","discovered_at":"2026-05-26T21:14:00.256861+00:00","generated_at":"2026-05-26T21:14:46.151891+00:00","sec_items":["1.01","7.01","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.9,"confidence":"high","headline":"IREN signs $1.6B Dell deal for Blackwell GPUs; ARR target raised to $4.4B","bullets":["Entered $1.6B purchase agreement with Dell for air-cooled Blackwell systems to service $3.4B AI cloud contract.","GPUs to be deployed at Childress, Texas campus; commissioning targeted for early 2027.","Upon commissioning, expects ARR to increase from $3.7B to $4.4B.","Payment terms post-shipment; IREN advancing GPU financing for the deal.","Co-CEO cites time-to-compute as key; relationship with Dell ensures scale and speed."],"urls":{"canonical":"https://secwatch.observer/filing/0001878848-26-000030","json":"https://secwatch.observer/filing/0001878848-26-000030.json","markdown":"https://secwatch.observer/filing/0001878848-26-000030.md","text":"https://secwatch.observer/filing/0001878848-26-000030.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1878848/000187884826000030/0001878848-26-000030-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1878848/000187884826000030/iren-20260519.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-26T21:14:46.151891+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"}