IREN Stock Gains as Report Names Anthropic as Cloud Client
IREN hasn't said whether Anthropic is the frontier AI lab it signed in August
10/12/2026 12:08
Summary
- The Information reported Anthropic has an unannounced multiyear cloud deal with IREN, which disclosed an unnamed frontier AI lab customer in August.
IREN IREN, the AI cloud services and data center provider, rose 3.67% in premarket after The Information reported that Anthropic has an unannounced multiyear cloud deal with the company. Neither company had commented.
The report revives a question from IREN's August earnings call. Co-CEO Daniel Roberts listed new multiyear cloud contracts with Cohere, Perplexity and others, plus “a leading frontier AI lab whose name we're not able to disclose just yet.” IREN hasn't said whether Anthropic is that customer.
The Information said Anthropic's build-out increasingly relies on current and former bitcoin miners, naming IREN alongside Hut 8 HUT, TeraWulf WULF and the privately held Nscale. Anthropic is set to meet prospective investors on October 14 ahead of its planned IPO, according to Bloomberg.
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