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Iren and Netlist: Growth Driven by AI Data Centers and Memory Patents

The Motley Fool +1 ·

NVDA NVIDIA Corp
$238.90 +2.12%
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  1. 1Iren has signed long-term contracts with Microsoft, NVIDIA, and various AI companies.
  2. 2Iren's Q4 FY2026 revenue of $137.2 million recorded a 27% year-over-year decrease.
  3. 3Netlist has signed a five-year contract with Samsung to receive approximately $27.5 million per quarter.

So what's the key point?

Iren signed contracts with AI companies, but revenue decreased by 27% compared to last year. Netlist signed a contract with Samsung to receive about $27.5 million every quarter.

Source The Motley Fool +1 · View original ↗

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