IREN Limited (NASDAQ: IREN) announced that the company has ordered 50,000 B300 Nvidia GPUs to power up its hybrid business, and the move could prove beneficial for NVDA stock. The cloud infrastructure company that runs data centers with 100% renewable energy will receive the delivery during the second half of 2026. The firm already operates with 100,000 Nvidia B300 GPUs and will total it to 150,000 by the year-end.

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Nvidia GPU Sales Rise: NVDA Stock Will Be the Direct Beneficiary

The company intends to deploy the 50,000 GPUs in phases in its air-cooled data centers in Childress, Texas, and Mackenzie, British Columbia. IREN revealed that the new addition could help the firm achieve an annualized run-rate revenue of over $3.7 billion. They aim to reach the target by the end of 2026. NVDA The stock could gain in the coming months as the orders would boost its revenues and balance sheet in the next quarter’s earnings call.

While commentators claim IREN’s projections are ambitious, the company’s revenue growth of 171% over the last 12 months proves otherwise. The energy firm anticipates continued revenue growth this year with little hindrance to its business model. It will have an AI cloud capacity of 150,000 GPUs, aiming to be at the top in data centers. Nvidia stock surged by nearly 1.7% after the IREN announcement on Wednesday and went up by three points.

Payment terms between the two firms are structured on a post-shipment basis. This enhances working capital efficiency as it recently secured funding of $9.3 billion. IREN is utilizing the funding efficiently to scale up its growth in the emerging data center industry. Nvidia remains at the center of it, and its stock prospects will benefit from the sales. Therefore, NVDA is a must-watch stock as the next earnings could beat expectations.