Iris Energy (IREN) surged 10% premarket after peer Nebius inked a $17.4 billion GPU infra deal with Microsoft, boosting AI data center sentiment. Iris, Nvidia's preferred partner, is set to receive over 9,000 GPUs and has 2.1 GW capacity under construction. Aug revenue hit $79 million. Retail mood on Stocktwits turned bullish, with traders calling it a potential '$50 stock'.