NVIDIA partners with IREN on 5GW

- NVIDIA and IREN announced a strategic partnership to accelerate deployment of up to 5 gigawatts of next‑generation AI infrastructure aimed at 'AI factory' buildouts. - The deal includes IREN signing a five‑year cloud‑services contract reportedly worth about $3.4bn and NVIDIA agreeing to invest up to $2.1bn, with Sweetwater, Texas flagged as a primary site. - The move highlights that AI scale is now about land, power, cooling and financing as much as chips and software. (nvidianews.nvidia.com) (finance.yahoo.com)