Key Metrics
15.98
Heat Index- 
                            Impact LevelMedium
 - 
                            Scope LevelGlobal
 - 
                            Last Update2025-11-03
 
Key Impacts
Positive Impacts (7)
                                Nvidia Corporation (NVDA)
                            
                        
                                Power & Utilities Sector
                            
                        
                                Renewable Energy Developers
                            
                        
                                Data-Center REITs (e.g., Equinix, Digital Realty)
                            
                        
                                High-Bandwidth Memory Producers (e.g., Micron Technology)
                            
                        
                                Thermal Management & Electrical Infrastructure Firms (e.g., Vertiv)
                            
                        Negative Impacts (1)
                                Competing Cloud Providers (AWS, Google Cloud, Oracle Cloud)
                            
                        
                        
                            Total impacts: 9 | 
                            Positive: 7 | 
                            Negative: 1
                        
                    
                Event Overview
The agreement between Microsoft and IREN, valued at $9.7 billion, provides Microsoft with access to Nvidia chips, enhancing its AI cloud capacity. This strategic move is expected to significantly impact IREN's market position and stock performance.
Collect Records
iren stock
2025-07-03 22:18
                    iren stock IREN’s stock is soaring. Why its new Microsoft deal could be ’game-changing.’ Microsoft inks $9.7B deal with Australia’s IREN for AI cloud capacity Microsoft enters approximately $9.7B contract with IREN that gives it access to Nvidia chips
                        
                            Total records: 1