Cantor Fitzgerald disclosed a stake of over 3.3 million IREN shares on February 23, 2026. This investment is valued at approximately $126 million. IREN now represents 1.99% of Cantor Fitzgerald’s total assets under management.
The market views this substantial commitment as validation of IREN’s transition from Bitcoin mining to AI cloud infrastructure. This strategic shift is anchored by a major contract with Microsoft. IREN is also significantly expanding its power capacity for data centers to support its new business direction.