- Tech News & Insight
- May 8, 2026
- Hema Kadia
The NVIDIA-IREN partnership, announced May 7, 2026, commits both companies to jointly deploying up to 5 gigawatts of NVIDIA DSX-aligned AI factory infrastructure across IREN's global data center pipeline. A five-year, $3.4 billion managed GPU cloud services contract anchors the deal, alongside a warrant granting NVIDIA rights to purchase up to 30 million IREN shares. The Sweetwater campus in Texas serves as the reference implementation for NVIDIA's DSX architecture, signaling a new phase of vertically integrated, gigawatt-scale AI infrastructure planning that is reshaping competitive dynamics across hyperscalers, telecom operators, and enterprise IT.








