IREN to buy Blackwell systems from Dell for about $1.6 billion
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IREN to buy Blackwell systems from Dell for about $1.6 billion Reuters Tue, May 26, 2026 at 5:36 PM CDT 1 min read IREN DELL NVDA May 26 (Reuters) - Data center operator IREN said on Tuesday it has agreed to buy Nvidia 's air-cooled Blackwell systems from Dell for about $1.6 billion, as it aims to bring more capacity online to keep up with soaring AI demand. The deal is to service its previously announced five-year $3.4 billion cloud AI service contract with Dell, an AI server maker, IREN said in a statement. • The Blackwell systems will be set up across existing data centers at IREN's Childress, Texas, campus, and are expected to be ready by early 2027. • Upon commissioning, the contract is expected to increase IREN's annualized run-rate revenue (ARR) to $4.4 billion from $3.7 billion, reflecting ongoing progress in bringing GPU capacity online. • The purchase price of $1.6 billion covers all equipment and services, including GPUs, servers, storage, networking, ancillary equipment, integration services and warranties, with payments made after delivery, IREN said. • "Securing capacity and accelerating commissioning are our top priorities in a market where time-to-compute is everything," according to IREN Co-CEO Daniel Roberts. • Separately, Nvidia said earlier this month that it would invest up to $2.1 billion in IREN, as part of a broader deal to deploy up to 5 gigawatts of infrastructure. • In November, Microsoft struck a $9.7 billion deal with IREN that includes access to Nvidia's advanced chips. (Reporting by Anuja Bharat Mistry in Bengaluru and Juby Babu in Mexico City; editing by Alan Barona)
AI 시장 분석
Data center operator IREN has agreed to purchase NVIDIA's Blackwell systems from Dell for approximately $1.6 billion to meet soaring AI demand. This deal supports IREN's existing cloud AI service contracts and is expected to increase its annualized run-rate revenue from $3.7 billion to $4.4 billion by expanding GPU capacity.
상승 영향
- AI — Increased investment in AI systems by data center operators due to rising demand for AI services and infrastructure accelerates AI technology development and commercialization.
- Data Centers — Rapid growth in AI demand drives data center operator IREN to make significant investments in expanding AI system capacity, boosting the data center industry.
- Semiconductors — IREN's large-scale purchase of NVIDIA Blackwell systems demonstrates strong demand for high-performance AI chips (GPUs), strengthening revenue and market dominance for AI semiconductor companies like NVIDIA.
- Servers/Hardware — IREN's $1.6 billion purchase of Blackwell systems from Dell increases demand for AI infrastructure hardware, including servers, storage, and networking equipment.
- Cloud Services — IREN's expansion of AI systems is to fulfill cloud AI service contracts, accelerating the growth of the cloud-based AI infrastructure and services market.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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