IREN Reports FY2026 Results and Guides $25–30B FY2027 AI-Data-Center Capex

This is a genuine earnings-and-guidance update, not price commentary: the supplied sources explicitly report FY2026 revenue and AI cloud-services revenue, contracted ARR, FY2027 capex guidance and a data-center pipeline exceeding 5 GW. The grounded FY2026 summary also explicitly quantifies the net loss and impairment driver, so those figures are included. The information is material and forward-looking because it changes expectations for IREN’s AI capacity, revenue conversion, funding needs and execution risk. No share-price movement is treated as a development. The prior event match is retained because this is a milestone in the same IREN/NVIDIA AI-infrastructure pipeline, not a duplicate of the financing development. The occurrence date is set to August 27, 2026, which is explicitly identified as the FY2026 results date; the exact release time is unavailable, so midnight UTC is an estimate. I approve IREN, MSFT and NVDA because IREN is directly affected, Microsoft is the named contracted-capacity customer, and NVIDIA is the identified infrastructure partner. Broader equipment, utility, competitor and financing read-throughs are excluded because this update does not disclose project-specific orders or contracts for those stakeholders.