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Anthropic signed a multi-year AI cloud deal with IREN, The Information reports; neither company has confirmed
IREN shares rose 5.5% in pre-open trading after The Information reported that Anthropic has signed a multi-year AI cloud services deal with IREN, identifying Anthropic as the unnamed "leading frontier AI lab" IREN co-CEO Daniel Roberts referenced on the company's fiscal fourth-quarter earnings call in August 2026. According to the report, the agreement gives Anthropic access to large GPU clusters with more flexibility and at lower cost than relying solely on hyperscale public cloud providers. Neither company has officially confirmed the partnership, and financial terms and start date were not disclosed.