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重大事件 即時報告 8-K 2026-08-04

IREN完成收購雲端軟件商Mirantis 涉約1260萬股及4000萬美元代價

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AI 繁中摘要

### 8-K 摘要 ### **申報類型:** 8-K(重大事件公告) **公司:** IREN Limited(NASDAQ: IREN) **日期:** 2026年8月4日 **事件:** IREN 宣佈已完成收購雲端軟件及服務供應商 Mirantis, Inc. **交易要點:** - 收購代價包括簽約時釐定的約1,260萬股普通股,以及現金、受限制股票單位及其他代價合共約4,000萬美元(截至交割日計算)。 - 是次收購強化IREN在AI工作負載編排、監控及客戶支援方面的能力,進一步完善其垂直整合的AI雲端平台(涵蓋自有及營運的數據中心、算力及軟件層)。 **策略意義:** - 收購有助IREN服務更廣泛的客戶群,包括超大規模雲端服務商、企業及AI開發者,涵蓋裸機及託管雲端服務。 - 管理層表示,該交易已促進IREN多項已公佈及潛在的AI雲端合約。 **Mirantis背景:** - Mirantis為全球超過1,500家企業客戶提供服務,具深厚軟件工程實力。 - 為NVIDIA AI Cloud Ready計劃的創始合作夥伴,並已將k0rdent AI與NVIDIA DSX OS軟件組件整合,支援現有及下一代NVIDIA架構。 - 開源k0rdent AI平台將繼續為Mirantis客戶開發及提供支援。 **管理層觀點:** - IREN聯席創辦人及聯席CEO Daniel Roberts表示:「從一開始我們的理念就很簡單:擁有土地和電力,建設數據中心,交付算力。Mirantis在之上加入軟件層,將基礎設施轉化為平台,讓我們能同時服務從運行裸機的超大規模客戶,到需要完全託管AI雲端的企業。」 - Mirantis創辦人及CEO Alex Freedland表示:「加入IREN讓我們有機會將能力帶到更大型的基礎設施平台,加速創新,同時繼續投資於開放且與基礎設施無關的k0rdent AI平台。」 **對投資者的潛在影響:** 是次收購反映IREN由算力供應商進一步向上游軟件層延伸,增強其AI雲端平台的縱向整合能力。短期或需留意整合開支及股份攤薄影響;長遠而言,軟件層的加入或有助提升客戶黏性及合約價值,並擴大潛在市場。
展開英文正文
EX-99.1
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ny20079234x2_ex99-1.htm
EXHIBIT 99.1

 
 
 
 

 
 
 Exhibit 99.1

 
 
 

 

 
 

 IREN Completes Acquisition of Mirantis

 Strengthening the Software Layer of its

 Vertically Integrated AI Cloud Platform

 
 

 NEW YORK, August 4, 2026 (GLOBE NEWSWIRE) – IREN Limited (NASDAQ: IREN) (“IREN”) today announced it has completed the acquisition of
 Mirantis, Inc. (“Mirantis”), a leading provider of cloud software and services, through the issuance of approximately 12.6m ordinary shares, fixed at signing, plus cash, restricted stock units and other consideration of approximately $40m as of
 closing.

 
 

 The acquisition deepens IREN’s capabilities across AI workload orchestration, monitoring and customer support, further strengthening its
 vertically integrated AI Cloud platform spanning owned and operated data centers, compute and software.

 
 

 The acquisition also supports IREN’s strategy to serve a large and diverse customer base over time, including hyperscalers, enterprises and
 AI developers across bare metal and managed cloud services, and has already facilitated several of IREN’s announced and prospective AI Cloud contracts.

 
 

 Mirantis brings deep software engineering and technical expertise, and a track record of serving more than 1,500 enterprise customers
 globally. Mirantis is an inaugural partner of the NVIDIA AI Cloud Ready Initiative, and has integrated k0rdent AI with NVIDIA DSX OS software components, supporting current and next-generation NVIDIA architectures. The open-source k0rdent AI
 platform will continue to be developed and supported for Mirantis’ customers.

 
 

 The combination brings together IREN’s owned and operated data centers and compute with Mirantis’ flexible, interoperable software layer,
 giving customers greater choice and control in how they deploy and scale AI workloads.

 
 

 Daniel Roberts, Co-Founder and Co-CEO of IREN, commented:

 
 

 “From the beginning our view has been simple: own the land and power, build the data centers, deliver the compute. Mirantis adds the
 software layer on top, turning infrastructure into a platform. That’s what lets us serve everyone from hyperscalers running bare metal to enterprises who want fully managed AI cloud.”

 
 

 Alex Freedland, Founder and CEO of Mirantis, commented:

 
 

 “For more than a decade, Mirantis has helped enterprises deploy and operate mission-critical cloud infrastructure software, and that
 commitment to our customers remains unchanged. Becoming part of IREN gives us the opportunity to bring those capabilities to an even larger infrastructure platform, accelerating innovation while continuing to invest in the open and
 infrastructure-agnostic k0rdent AI platform.”

 
 

 
 

 1

 
 
 

 

 
 
 

 About IREN

 

 
 

 IREN is a vertically integrated AI Cloud provider, delivering large-scale data centers and compute for AI training and inference. IREN’s
 platform is underpinned by its expansive portfolio of grid-connected land and power in renewable-rich regions across North America, Europe and APAC.

 
 
 

 Contacts

 

 
 

 Investors

 [email protected]

 
 

 Media

 [email protected]

 
 

 Forward-Looking Statements

 
 
 

 

 This news release contains “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and
 Section 21E of the Securities Exchange Act of 1934, as amended, that involve substantial risks and uncertainties. Forward-looking statements generally relate to future events or IREN’s future financial or operating performance. Forward-looking
 statements include information concerning possible or assumed future results of operations, including descriptions of our business plan and strategies, revenue targets, anticipated benefits of the Mirantis acquisition, customer utilization and
 adoption of the k0rdent AI platform, and other trends we expect to affect our business. These statements often include words such as “anticipate,” “believe,” “may,” “can,” “should,” “could,” “might,” “plan,” “possible,” “project,” “strive,”
 “budget,” “forecast,” “expect,” “intend,” “target”, “will,” “estimate,” “predict,” “potential,” “continue,” “scheduled”.  Forward-looking statements may also be made, verbally or in writing, by members of our Board or management team in connection
 with this news release.

 
 

 These forward-looking statements are based on management’s current expectations and beliefs. These statements are neither promises nor
 guarantees, but involve and are subject to known and unknown risks, uncertainties and other important factors that may cause IREN’s actual results, performance or achievements to differ materially from any future results performance or achievements
 expressed or implied by the forward-looking statements, including  IREN’s ability to successfully integrate and achieve the anticipated benefits of the acquisition, any unanticipated costs or liabilities associated with the acquisition, any failure
 to comply with laws, rules, regulations or business practices that IREN may become subject to as a result of any expansion of its business in connection with the acquisition of Mirantis, as well as IREN’s ability to successfully execute on its
 growth strategies and operating plans, achieve its targeted annualized AI Cloud revenue, continue to develop its existing data center sites, design and deploy direct-to-chip liquid cooling systems, and diversify and expand into the market for high
 performance computing solutions (including the market for cloud services and potential colocation services), along with other important factors discussed under the caption “Risk Factors” in IREN’s Annual Report on Form 10-K, filed with the
 Securities and Exchange Commission (the “SEC”) on August 28, 2025 and our other filings with the SEC. These and other important factors could cause actual results to differ materially from those indicated by the forward-looking statements made in
 this press release. Any forward-looking statement included in this press release speaks only as of the date of such statement. Except as required by law, IREN disclaims any obligation to update or revise, or to publicly announce any update or
 revision to, any of the forward-looking statements, whether as a result of new information, future events or otherwise.

 
 

 
 

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