IREN Limited (IREN) Competitors & Peers
The 5 largest companies in the same industry as IREN Limited, by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| MS | Peer | $186.92 | P/E 14.8RSI 52Cap 294.8 B |
| GS | Peer | $904.29 | P/E 13.0RSI 50Cap 261.3 B |
| SCHW | Peer | $93.60 | P/E 16.0RSI 51Cap 162.8 B |
| IBKR | Peer | $77.11 | P/E 29.4RSI 44Cap 35.4 B |
| HOOD | Peer | $80.34 | P/E 37.0RSI 38Cap 76.1 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- NVDASupplier
NVIDIA supplies advanced AI GPUs (H100, Blackwell) to IREN's AI Cloud platform. The companies signed a 5-year, $3.4 billion agreement in May 2026 for managed GPU cloud services.
Model-inferred, unverified — treat as a lead, not evidence - DELLSupplier
Dell supplies custom server racks, liquid-cooling solutions, and integrated Blackwell AI hardware to support IREN's data centers.
Model-inferred, unverified — treat as a lead, not evidence - BITMAINCustomer
Bitmain supplies ASIC hardware (Antminer series) to IREN for its Bitcoin mining operations.
Model-inferred, unverified — treat as a lead, not evidence - DELLCustomer
Dell supplies custom server racks, liquid-cooling solutions, and integrated Blackwell AI hardware to support IREN's data centers.
Model-inferred, unverified — treat as a lead, not evidence - BITMAINSupplier
Bitmain is the primary supplier of ASIC hardware (Antminer series) for IREN's Bitcoin mining operations.
Model-inferred, unverified — treat as a lead, not evidence - MSFTCustomer
Microsoft is a key downstream enterprise customer, contracting IREN for AI cloud computing capacity under a 5-year, $9.7 billion priority access agreement.
Model-inferred, unverified — treat as a lead, not evidence