Microsoft has signed a $9.7 billion agreement with IREN for Nvidia chips.

Imrann Ahmad

Publish on: 4 November 2025

Publish on: 4 November 2025

There’s big news in the world of technology: Microsoft has signed a five-year agreement worth approximately $9.7 billion with IREN stock, an Australia-based cloud and data center operator. This agreement is primarily aimed at importing NVIDIA’s latest GB300 GPU chips for use in Microsoft’s cloud and AI infrastructure.

💼 Major Tech Deal: Microsoft Partners with IREN

💰 Microsoft has signed a five-year agreement worth nearly $9.7 billion with IREN Stock.
🌏 IREN is an Australia-based cloud and data center operator.
⚙️ The deal focuses on importing NVIDIA’s latest GB300 GPU chips.
☁️ These GPUs will strengthen Microsoft’s cloud and AI infrastructure.

When this news broke, IREN’s shares, or “IREN stock,” also saw a surge. Let’s consider why today’s investors are paying attention to this.

Significance of the agreement

Under this deal, Microsoft has granted IREN the right to access GB300 GPU systems, which will be installed in phases at IREN’s 750-megawatt campus in Texas by 2026. Microsoft has also committed to making an upfront payment (20%) as part of this agreement.

💼 Key Highlights: Microsoft–IREN GPU Deal

💠 Microsoft has granted IREN access to advanced GB300 GPU systems.
💠 These GPU systems will be installed in multiple phases at IREN’s Texas campus.
💠 The installation will be completed by 2026 at the 750-megawatt facility.
💠 Microsoft will make an upfront payment of 20% as part of the deal.

This agreement is a major achievement for IREN – it has allowed them to establish a relationship with a large cloud hyperscaler customer and could bring a new level of stability to their business model. Against this backdrop, investor interest in “IREN stock” is increasing.

Impact on “iren stock”

When this agreement was announced, IREN’s shares surged by approximately 18% in pre-market trading. Investors now view “IREN stock” not just as a data center company, but as a leading player in the field of AI infrastructure.

📊 Market Impact: IREN Stock Reaction

🚀 IREN’s stock jumped about 18% in pre-market trading after the deal announcement.
💹 The sudden rise reflects strong investor confidence in the company’s new direction.
🧠 Investors now view IREN not just as a data center operator, but as a key AI infrastructure player.

But keep in mind—no agreement is risk-free. The challenge for IREN will be to ensure funding, timely delivery of equipment, and efficiency in data center operations. The successful execution of these aspects will be crucial for the future of “IREN stock.”

IREN Stock Alert: CEO Daniel John Roberts Sells 1 Million Shares

Why did Microsoft take this step?

– Currently, AI workloads are growing very rapidly, and Microsoft needs sufficient GPU power for its cloud platforms (such as Azure, OpenAI, etc.).
– Global demand for chips from companies like NVIDIA remains high; therefore, Microsoft considered it appropriate to agree with an operator like IREN.
– IREN has a portfolio of renewable energy-based data centers, which could be attractive in the long term from both a cost-benefit and environmental perspective.

So, if you’re wondering what will happen next, here are some possibilities for “iren stock”:

If IREN successfully implements this agreement next year, its revenue could increase significantly.
IREN could also secure similarly large agreements with other companies, further strengthening its market position.
Investors should monitor IREN’s stock financial performance, data center capacity expansion, and GPU supply chain.

In short, the Microsoft-IREN agreement is a milestone in the field of AI and cloud infrastructure. If IREN successfully fulfills its part of the agreement on time, “IREN stock” could become an attractive option for investors. However, there are also risks involved; therefore, it is essential to conduct thorough research, financial analysis, and consider current market conditions before investing.