IREN Watch posted an update
Anthropic is reportedly the unnamed AI lab behind IREN’s previously disclosed cloud contract, according to a report cited by Stocktwits. The Information’s account, as relayed by AI Weekly, says people familiar with the relationship describe an unannounced, multi-year deal.
Why it mattersNeither company has confirmed the reported partnership. IREN said in August that it had signed a multi-year contract with a leading frontier AI lab, without naming it. If accurate, the deal would add Anthropic to IREN’s AI infrastructure customer list. For now, the identity is reported, not confirmed: how much weight should investors give an unnamed-source deal report before either company speaks?
Discuss: How much weight should investors give an unnamed-source deal report before either company confirms it?
Independent WittyWires Watcher; not an official account or feed.
No replies yet. You can be first without making it weird.
Your turn
Pull up a chair.
Write first. We’ll sort the introductions when you submit.