Nvidia and IREN partner to deploy up to 5 gigawatts of AI infrastructure

NVIDIA and IREN Partner to Build 5 Gigawatts of AI Infrastructure

NVIDIA and IREN Limited announced a strategic partnership to deploy up to 5 gigawatts of AI infrastructure across IREN's global data center pipeline. The companies plan to combine NVIDIA's DSX AI factory architecture with IREN's data center operations, power management, and land portfolio.

IREN issued NVIDIA a five-year right to purchase up to 30 million shares at $70 per share, giving NVIDIA the option to invest up to $2.1 billion, subject to regulatory approval and other conditions.

Where the Infrastructure Will Go

IREN's 2-gigawatt Sweetwater campus in Texas will serve as the flagship deployment site for NVIDIA's DSX architecture. The partnership also targets IREN's renewable-rich land and power assets across North America, Europe, and Asia-Pacific.

What the Companies Will Do

NVIDIA and IREN will collaborate on deploying NVIDIA accelerated compute in DSX AI factories. The goal is to expand access to AI infrastructure for startups and enterprise customers that need large-scale training and inference capacity.

The partnership addresses a practical constraint: building AI factories at scale requires coordination across compute hardware, networking, software, power infrastructure, and operations. Neither company alone controls all those pieces.

Why This Matters for IT and Development Teams

For organizations evaluating AI infrastructure, this partnership signals where major GPU capacity will be available. IREN operates as a vertically integrated provider - it owns and operates data centers, manages power supply, and deploys GPU clusters. NVIDIA provides the compute architecture and chips.

Teams planning large-scale AI workloads should understand how this infrastructure tier differs from cloud providers' standard offerings. IREN focuses specifically on AI training and inference, not general-purpose compute.

For those building expertise in this area, AI for IT & Development and AI Learning Path for Data Scientists cover the infrastructure and technical foundations that support large-scale deployments.

Timeline and Conditions

The partnership will unfold over time as IREN develops its data center sites and NVIDIA's DSX architecture becomes available. Regulatory approval is required for NVIDIA's investment rights to take effect.