{
 "generated": "2026-11-06",
 "sha": "38139a88e98b",
 "node": {
  "id": "org:iren",
  "type": "Organization",
  "name": "IREN",
  "org_type": "Developer",
  "kind": "company",
  "homepage": "https://iren.com/",
  "note": "面向 AI、HPC 的数据中心",
  "aliases": [
   "Iren"
  ],
  "entry": "agent",
  "by": "ep110-embed",
  "at": "2026-11-05T04:21:12Z",
  "degree": 0.0017,
  "n_apps": 0,
  "n_models": 0,
  "covered_eps": [
   102,
   110
  ],
  "n_covered_eps": 2,
  "covered_first": 102,
  "covered_last": 110,
  "n_covered_stories": 2,
  "n_covered_items": 0
 },
 "page": "https://xiaopingfeng.com/graph/e/org/iren/",
 "out": [
  {
   "type": "supplies_compute_to",
   "sentence": "IREN向Microsoft供应算力",
   "direction": "out",
   "id": "org:microsoft",
   "name": "Microsoft",
   "since": "2026-08",
   "note": "Horizon 1–4 的 AI Cloud 算力租赁协议（10-Q 称 Microsoft Agreement）；Horizon 1 于 2026-08 交付并被 Microsoft 验收，截至 2026-09-30 的季度已开始确认 AI Cloud Lease 收入（6,500 万美元）；Microsoft 要求更改网络设计，交付日期的顺延与费用仍在商谈",
   "status": "agent",
   "evidence": [
    {
     "kind": "filing",
     "label": "监管 / 法律文件",
     "text": "IREN 2026-11-05 提交的 10-Q（截至 2026-09-30）：Horizon 1 was delivered to and accepted by Microsoft in August 2026；AI Cloud Lease 收入来自 Microsoft Agreement；GPU 融资支持 Microsoft Agreement 下的 Horizons 1–4",
     "url": "https://www.sec.gov/Archives/edgar/data/1878848/000187884826000066/iren-20260930.htm"
    }
   ]
  }
 ],
 "in": [
  {
   "type": "supplies_to",
   "sentence": "Dell Technologies向IREN供应产品或服务",
   "direction": "in",
   "id": "org:dell-technologies",
   "name": "Dell Technologies",
   "since": "2026-09-28",
   "note": "2026-09-28 IREN 子公司 IE US Hardware 5 LLC、IE US Hardware 6 LLC 与 Dell Marketing L.P. 签两份采购单，总价约 67 亿美元，自 2027 日历年下半年起分批交付；IREN 为采购方义务提供无条件担保；10-Q 另提到 2026-05-19 的 Dell 采购协议（IE US Hardware 4）",
   "product": "GPU 及配套产品与服务",
   "status": "agent",
   "evidence": [
    {
     "kind": "filing",
     "label": "监管 / 法律文件",
     "text": "IREN 2026-11-05 提交的 10-Q：On September 28, 2026, IE US Hardware 5 LLC and IE US Hardware 6 LLC and Dell Marketing L.P. entered into purchase documentation ... Dell USA will supply GPUs and ancillary products and services for an aggregate purchase price of approximately $6.7 billion; deliveries in tranches commencing in the second half of calendar year 2027",
     "url": "https://www.sec.gov/Archives/edgar/data/1878848/000187884826000066/iren-20260930.htm"
    }
   ]
  },
  {
   "type": "covers",
   "sentence": "账面越来越好看，电网和信用却越来越紧讲到IREN",
   "direction": "in",
   "id": "story:102-story-c",
   "name": "账面越来越好看，电网和信用却越来越紧",
   "role": "mention",
   "status": "agent",
   "evidence": []
  },
  {
   "type": "covers",
   "sentence": "兜底的人被标上价了：OpenAI 的钱没融够，Anthropic 还没上市就被预测拿垃圾级，五家巨头的违约保险卖到 2021 年来最贵讲到IREN",
   "direction": "in",
   "id": "story:110-story-a",
   "name": "兜底的人被标上价了：OpenAI 的钱没融够，Anthropic 还没上市就被预测拿垃圾级，五家巨头的违约保险卖到 2021 年来最贵",
   "role": "mention",
   "status": "agent",
   "evidence": []
  }
 ]
}