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Nvidia expands AI infrastructure to IREN Limited beyond 5GW

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Nvidia expands AI infrastructure to IREN Limited beyond 5GW

Market overview

Nvidia's $2.1 billion investment in IREN Limited includes a commitment to deploy up to five gigawatts of AI infrastructure. Given the rapid expansion of AI demand, Nvidia is likely to extend this deployment beyond the initial five-gigawatt threshold by Q4 2026.

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Implied probability (Yes)
72%

Source: user-generated

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