IREN supply chain intelligence for IREN Limited: verified suppliers, customers, debt relationships, acquisitions, and ownership data.
Data compiled by Redley Lamar · ChainSifter Intelligence
| Ticker | Name | Confidence | Evidence |
|---|---|---|---|
| DELL-CANADA-INC | DELL-CANADA-INC | 92% | Dell Canada will supply to IE CA Leasing GPUs and ancillary products and services, scheduled to be delivered in phases during the second half of 2026 |
| DELL-MARKETING-L-P | DELL-MARKETING-L-P | 92% | Dell will supply to IE US Hardware GPUs and ancillary products and services |
| B-RILEY-SECURITIES-INC | B-RILEY-SECURITIES-INC | 90% | IREN Limited entered into an amended and restated At Market Issuance Sales Agreement with B. Riley Securities, Inc., Canaccord Genuity LLC, Cantor Fitzgerald & Co., Citigroup Global Markets Inc., Com… |
| CANACCORD-GENUITY-LLC | CANACCORD-GENUITY-LLC | 90% | IREN Limited entered into an amended and restated At Market Issuance Sales Agreement with B. Riley Securities, Inc., Canaccord Genuity LLC, Cantor Fitzgerald & Co., Citigroup Global Markets Inc., Com… |
| CANTOR-FITZGERALD-CO | CANTOR-FITZGERALD-CO | 90% | IREN Limited entered into an amended and restated At Market Issuance Sales Agreement with B. Riley Securities, Inc., Canaccord Genuity LLC, Cantor Fitzgerald & Co., Citigroup Global Markets Inc., Com… |
| CITIGROUP-GLOBAL-MARKETS-INC | CITIGROUP-GLOBAL-MARKETS-INC | 90% | IREN Limited entered into an amended and restated At Market Issuance Sales Agreement with B. Riley Securities, Inc., Canaccord Genuity LLC, Cantor Fitzgerald & Co., Citigroup Global Markets Inc., Com… |
| CITIZENS-JMP-SECURITIES-LLC | CITIZENS-JMP-SECURITIES-LLC | 90% | Citizens JMP Securities, LLC, Goldman Sachs & Co. LLC and Jefferies LLC were joined on March 4, 2026 (collectively, the “Sales Agents”) pursuant to which it may offer and sell its ordinary shares fro… |
| COMPASS-POINT-RESEARCH-TRADING-LLC | COMPASS-POINT-RESEARCH-TRADING-LLC | 90% | IREN Limited entered into an amended and restated At Market Issuance Sales Agreement with B. Riley Securities, Inc., Canaccord Genuity LLC, Cantor Fitzgerald & Co., Citigroup Global Markets Inc., Com… |
| GOLDMAN-SACHS-CO-LLC | GOLDMAN-SACHS-CO-LLC | 90% | Citizens JMP Securities, LLC, Goldman Sachs & Co. LLC and Jefferies LLC were joined on March 4, 2026 (collectively, the “Sales Agents”) pursuant to which it may offer and sell its ordinary shares fro… |
| JEFFERIES-LLC | JEFFERIES-LLC | 90% | Citizens JMP Securities, LLC, Goldman Sachs & Co. LLC and Jefferies LLC were joined on March 4, 2026 (collectively, the “Sales Agents”) pursuant to which it may offer and sell its ordinary shares fro… |
| J-P-MORGAN-SECURITIES-LLC | J-P-MORGAN-SECURITIES-LLC | 90% | IREN Limited entered into an amended and restated At Market Issuance Sales Agreement with B. Riley Securities, Inc., Canaccord Genuity LLC, Cantor Fitzgerald & Co., Citigroup Global Markets Inc., Com… |
| MACQUARIE-CAPITAL-USA-INC | MACQUARIE-CAPITAL-USA-INC | 90% | IREN Limited entered into an amended and restated At Market Issuance Sales Agreement with B. Riley Securities, Inc., Canaccord Genuity LLC, Cantor Fitzgerald & Co., Citigroup Global Markets Inc., Com… |
| ROTH-CAPITAL-PARTNERS-LLC | ROTH-CAPITAL-PARTNERS-LLC | 90% | IREN Limited entered into an amended and restated At Market Issuance Sales Agreement with B. Riley Securities, Inc., Canaccord Genuity LLC, Cantor Fitzgerald & Co., Citigroup Global Markets Inc., Com… |
| INGENOSTRUM-S-L | INGENOSTRUM-S-L | 80% | On May 7, 2026, the Group entered into a sale and purchase agreement for the acquisition of 100% of Ingenostrum, S.L. (trading as Nostrum Group), a Spanish data center developer. |
| MIRANTIS | MIRANTIS | 70% | provided that a portion of the consideration (currently estimated to be approximately 10%) is payable in cash to holders of shares of Mirantis capital stock that are unaccredited investors |
| Ticker | Name | Confidence | Evidence |
|---|---|---|---|
| MSFT | Microsoft Corporation | 92% | Hardware 3's agreement dated November 2, 2025 (the "Microsoft Contract") with Microsoft Corporation ("Microsoft") to provide dedicated GPU services |
| MSFT | Microsoft Corporation | 92% | Reciprocal relationship from MSFT graph: Reciprocal relationship from IREN graph: Hardware 3's agreement dated November 2, 2025 (the "Microsoft Contract") with Microsoft Corporation ("Microsoft") to … |
| NVDA | NVIDIA Corporation | 90% | On May 7, 2026, the Group entered into an agreement with NVIDIA Corporation (the "NVIDIA Cloud Services Agreement"), pursuant to which we will provide NVIDIA Corporation with dedicated GPU services |
| NVDA | NVIDIA Corporation | 90% | Reciprocal relationship from NVDA graph: Reciprocal relationship from IREN graph: Reciprocal relationship from NVDA graph: Reciprocal relationship from IREN graph: Reciprocal relationship from NVDA g… |
| Instrument | Description | Confidence | Evidence |
|---|---|---|---|
| IREN-DEBT-10359 | Xbrl Convertible | 90% | xbrl convertible detail from xbrl 2026-03-31. |
| IREN-DEBT | Debt stack $4.0B | 90% | Market cache reports total debt of $4.0B. |
| Holder | Name | Confidence | Evidence |
|---|---|---|---|
| IREN-OWNER-MAREX-GROUP-PLC | Marex Group Plc | 95% | 13F/ownership overlay lists Marex Group Plc; shares held 4,471,263; ownership 1.35%; value $211.8M; as of 2025-12-31. |
| IREN-OWNER-MORGAN-STANLEY | Morgan Stanley | 95% | 13F/ownership overlay lists Morgan Stanley; shares held 7,351,083; ownership 2.21%; value $348.2M; as of 2025-12-31. |
| IREN-OWNER-CITIGROUP-INC | Citigroup Inc. | 95% | 13F/ownership overlay lists Citigroup Inc.; shares held 9,878,625; ownership 2.97%; value $468.0M; as of 2025-12-31. |
| IREN-OWNER-SITUATIONAL-AWARENESS-LP | Situational Awareness LP | 95% | 13F/ownership overlay lists Situational Awareness LP ; shares held 8,700,621; ownership 2.62%; value $412.1M; as of 2025-12-31. |
| IREN-OWNER-GOLDMAN-SACHS-GROUP-INC | Goldman Sachs Group Inc | 95% | 13F/ownership overlay lists Goldman Sachs Group Inc; shares held 7,362,595; ownership 2.22%; value $348.8M; as of 2025-12-31. |
| IREN-OWNER-SHAW-D-E-CO-INC | Shaw D.E. & Co., Inc. | 95% | 13F/ownership overlay lists Shaw D.E. & Co., Inc.; shares held 11,684,671; ownership 3.52%; value $553.5M; as of 2025-12-31. |
| IREN-OWNER-UBS-GROUP-AG | UBS Group AG | 95% | 13F/ownership overlay lists UBS Group AG; shares held 3,685,114; ownership 1.11%; value $203.2M; as of 2026-03-31. |
| IREN-OWNER-JANE-STREET-GROUP-LLC | Jane Street Group, LLC | 95% | 13F/ownership overlay lists Jane Street Group, LLC; shares held 5,593,971; ownership 1.68%; value $265.0M; as of 2025-12-31. |
| IREN-OWNER-BNP-PARIBAS-FINANCIAL-MARKETS | BNP Paribas Financial Markets | 95% | 13F/ownership overlay lists BNP Paribas Financial Markets; shares held 4,201,138; ownership 1.26%; value $199.0M; as of 2025-12-31. |
| IREN-OWNER-CLEAR-STREET-GROUP-INC | Clear Street Group Inc. | 95% | 13F/ownership overlay lists Clear Street Group Inc.; shares held 3,629,194; ownership 1.09%; value $171.9M; as of 2025-12-31. |
| IREN-OWNER-BIT-CAPITAL-GMBH | BIT Capital GmbH | 95% | 13F/ownership overlay lists BIT Capital GmbH; shares held 6,941,992; ownership 2.09%; value $328.8M; as of 2025-12-31. |
| Ticker | Name | Chain Index | Hops | Relationship Types |
|---|---|---|---|---|
| MU | Micron Technology, Inc. | 100.00 | 2 | |
| OEMS | OEMS | 100.00 | 2 | |
| SMCI | Super Micro Computer, Inc. | 100.00 | 2 | |
| QCOM | QUALCOMM Incorporated | 100.00 | 2 | |
| MRVL | Marvell Technology, Inc. | 100.00 | 2 | |
| NVDA | NVIDIA Corporation | 100.00 | 1 | ['customer'] |
| HPE | Hewlett Packard Enterprise Company | 100.00 | 2 | |
| LITE | Lumentum Holdings Inc. | 100.00 | 2 | |
| MSFT | Microsoft Corporation | 100.00 | 1 | ['customer'] |
| CRWV | CoreWeave, Inc. | 100.00 | 2 | |
| TSMWF | Taiwan Semiconductor Manufacturing Company Limited | 100.00 | 2 | |
| AMD | Advanced Micro Devices, Inc. | 100.00 | 2 | |
| ANET | Arista Networks, Inc. | 100.00 | 2 | |
| AVGO | Broadcom Inc. | 100.00 | 2 | |
| FORM | FormFactor, Inc. | 100.00 | 2 | |
| CSCO | Cisco Systems, Inc. | 100.00 | 2 | |
| AMBA | Ambarella, Inc. | 100.00 | 2 | |
| TXN | Texas Instruments Incorporated | 100.00 | 2 | |
| AKAM | Akamai Technologies, Inc. | 100.00 | 2 | |
| EA | Electronic Arts Inc. | 50.00 | 2 |