$IREN x Anthropic: Win-Win Synergy The $IREN community has been expecting an $IREN x Anthropic deal for a while with the most recent cliff hanger being that $IREN has signed with one of the two frontier labs said in a management call. The Information Leak Yesterday, @theinformation had a leak where $IREN is one of the AI Clouds that Anthropic has signed for capacity. This is no surprise because Anthropic is out bidding the rest of the market for capacity whether bare metal or managed services at managed services rates. It's 30m/MW bare metal deal for H100/H200 with SpaceX is at managed services rate. Why NDA The Anthropic deal with IREN cannot be formally announced likely due to the fact that additional capacity is being negotiated. I do not think Anthropic IPO is preventing the infor
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