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IREN’s $9.7 Billion Microsoft Deal Could Change Everything

Written by: Rick Orford

Edited by: Mike Reyes

Last Updated March 15, 2026

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IREN (NASDAQ:IREN) just secured a massive Microsoft AI infrastructure contract that could transform the company into a critical power partner behind the AI boom.

But with the stock still volatile and revenue growth racing against expectations, investors face a strange paradox: is this the early stage of a massive AI infrastructure platform… or a misunderstood opportunity?

Stock prices used were the market prices of March 6, 2026. The video was published on March 14, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.

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