IREN ▲ +6.3% - IREN Limited $IREN IREN: CEO Highlights Strong AI Infrastructure Funding, 2026 Capacity Largely Sold Out and Contract Pricing More Than Doubled YoY ? • Customer prepayments cover 45–55% of GPU costs on recent deals. • Microsoft contract: Customer prepayments and financing cover 96% of GPU costs. • 2026 capacity is largely sold out, while pricing on recent contracts has more than doubled year over year. 19-OCT-2026 11:43 AM ET