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$IREN has delivered the first 50MW Horizon facility to $MSFT while $NVDA validated the GB300 deployment with Exemplar Cloud status. If Horizons 2–4 land on schedule this year then IREN will scale that buildout to 200MW as it works toward 480MW in 2026 and 1.2GW in 2027.

Shay Boloor

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128,055 views • 17 days ago •via X (Twitter)

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🚨JUST IN: $IREN CONFIRMS THAT IT HAS ACHIEVED NVIDIA EXEMPLAR CLOUD STATUS ON NVIDIA GB300 NVL72 Insanely bullish for the only vertically integrated neocloud in the market.

🚨JUST IN: $IREN CONFIRMS THAT IT HAS ACHIEVED NVIDIA EXEMPLAR CLOUD STATUS ON NVIDIA GB300 NVL72 Insanely bullish for the only vertically integrated neocloud in the market.

The Tech Investor

108,868 views • 17 days ago

The deal between $IREN and $NVDA means everything for $IREN. Jensen already said: “If we didn’t help CoreWeave $CRWV exist, they would not exist. If we didn’t support $NBIS, they wouldn’t be where they are today. If we didn’t support Nscale, they wouldn’t be where they are today. We invest in our ecosystem because I want our ecosystem to thrive.” The most important part of this deal is not the 5 GW that $IREN can now deploy with $NVDA infrastructure. It’s not the $3.4B that $NVDA will pay for $IREN cloud services over the next 5 years. It’s the fact that $NVDA now has a vested interest in seeing $IREN succeed. That changes everything. Huge news for all $IREN shareholders.

The deal between $IREN and $NVDA means everything for $IREN. Jensen already said: “If we didn’t help CoreWeave $CRWV exist, they would not exist. If we didn’t support $NBIS, they wouldn’t be where they are today. If we didn’t support Nscale, they wouldn’t be where they are today. We invest in our ecosystem because I want our ecosystem to thrive.” The most important part of this deal is not the 5 GW that $IREN can now deploy with $NVDA infrastructure. It’s not the $3.4B that $NVDA will pay for $IREN cloud services over the next 5 years. It’s the fact that $NVDA now has a vested interest in seeing $IREN succeed. That changes everything. Huge news for all $IREN shareholders.

Daniel

237,430 views • 3 months ago

The next two months put $IREN's entire pivot on one milestone. Horizon 1, its first GB300 super cluster at Childress, is targeted to hand off to $MSFT in Q3, roughly July through September, the opening delivery under the five year, $9.7 billion Microsoft contract and the point where that contract starts turning into revenue. For a year the company has been buying the hard things. Power, land, financing. Now it has to turn them into delivered compute. That is the whole test. "The world is structurally short compute, and the bottleneck is delivered data center and GPU capacity," said Daniel Roberts, Co-Founder and Co-CEO of $IREN. Horizon 1 is him putting that to the proof. Capacity nobody can energize is worthless. Capacity handed to a hyperscaler on schedule is the business. The rest of the window fills in around it. The Mirantis acquisition, signed in May, is pending close and adds the software layer to run the fleet. $3.1 billion of ARR sits under contract against a $4.4 billion target, so there is room for another customer, and management is openly chasing one. The $3.65 billion GPU financing that closed June 1 already funds most of the $MSFT hardware, with $NVDA and $DELL on the supply side. Sweetwater 1, energized in May, keeps ramping power behind all of it. The full year FY2026 results that put real numbers on all of this land just past the window, late August into September. The catalysts here are operational first, reported second. What makes that timeline credible is the record behind it. $IREN hit 50 EH/s on the schedule it set, energized Sweetwater 1 on schedule, and has Horizon 1-4 tracking for year-end. This is a team that keeps turning secured power into online capacity on time, and each build makes the next one faster. How many names in this AI buildout are actually delivering capacity on schedule, not just announcing it? It's not a sprint, it's a marathon.

The next two months put $IREN's entire pivot on one milestone. Horizon 1, its first GB300 super cluster at Childress, is targeted to hand off to $MSFT in Q3, roughly July through September, the opening delivery under the five year, $9.7 billion Microsoft contract and the point where that contract starts turning into revenue. For a year the company has been buying the hard things. Power, land, financing. Now it has to turn them into delivered compute. That is the whole test. "The world is structurally short compute, and the bottleneck is delivered data center and GPU capacity," said Daniel Roberts, Co-Founder and Co-CEO of $IREN. Horizon 1 is him putting that to the proof. Capacity nobody can energize is worthless. Capacity handed to a hyperscaler on schedule is the business. The rest of the window fills in around it. The Mirantis acquisition, signed in May, is pending close and adds the software layer to run the fleet. $3.1 billion of ARR sits under contract against a $4.4 billion target, so there is room for another customer, and management is openly chasing one. The $3.65 billion GPU financing that closed June 1 already funds most of the $MSFT hardware, with $NVDA and $DELL on the supply side. Sweetwater 1, energized in May, keeps ramping power behind all of it. The full year FY2026 results that put real numbers on all of this land just past the window, late August into September. The catalysts here are operational first, reported second. What makes that timeline credible is the record behind it. $IREN hit 50 EH/s on the schedule it set, energized Sweetwater 1 on schedule, and has Horizon 1-4 tracking for year-end. This is a team that keeps turning secured power into online capacity on time, and each build makes the next one faster. How many names in this AI buildout are actually delivering capacity on schedule, not just announcing it? It's not a sprint, it's a marathon.

Patient Investor

105,170 views • 2 months ago

Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon… These 5 layers include: 1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO 2. Chips ~ $NVDA, $AMD, $TSM, $AVGO 3. Cloud Infrastructure ~ $AMZN, $MSFT, $GOOGL, $CRWV 4. Models ~ $META, $ORCL 5. Applications ~ $PLTR, $TSLA All these names will see generational upside in 2026 as AI continues to expand rapidly. Save this for later…

Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon… These 5 layers include: 1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO 2. Chips ~ $NVDA, $AMD, $TSM, $AVGO 3. Cloud Infrastructure ~ $AMZN, $MSFT, $GOOGL, $CRWV 4. Models ~ $META, $ORCL 5. Applications ~ $PLTR, $TSLA All these names will see generational upside in 2026 as AI continues to expand rapidly. Save this for later…

Mike Investing

389,905 views • 4 months ago

Today’s $IREN announcement of $2.8B in new multi-year AI Cloud contracts helps address the two biggest concerns surrounding its transformation into an AI cloud platform. The first is funding since building a GPU fleet requires billions of dollars before revenue arrives but customer prepayments covering ~45% of the related GPU spending reduce IREN’s upfront burden and demonstrate real financial commitment. The second is customer concentration since $MSFT and $NVDA provided strong validation but IREN still needed to prove it could attract a broader range of customers/workloads and these new contracts suggest that diversification is now underway.

Today’s $IREN announcement of $2.8B in new multi-year AI Cloud contracts helps address the two biggest concerns surrounding its transformation into an AI cloud platform. The first is funding since building a GPU fleet requires billions of dollars before revenue arrives but customer prepayments covering ~45% of the related GPU spending reduce IREN’s upfront burden and demonstrate real financial commitment. The second is customer concentration since $MSFT and $NVDA provided strong validation but IREN still needed to prove it could attract a broader range of customers/workloads and these new contracts suggest that diversification is now underway.

Shay Boloor

162,945 views • 1 month ago

It is very obvious that $IREN is about to sign new hyperscaler deals in the coming weeks and months. $IREN still has 350 MW (IT) up for grabs at its Childress campus, representing 50% more capacity than the $MSFT deal, as well as an additional 1.4 GW (gross) at its Sweetwater site, which will be energized in April. In the current energy constrained market, $IREN's negotiating leverage is growing by the day. But I do not believe the company’s power capacity will stay idle for long. One advantage of $IREN's first hyperscaler deal that does not get talked about enough is the credibility boost that came with it. A tier 1 hyperscaler such as $MSFT conducts months of due diligence before signing multi billion dollar deals. This has the knock on effect of other hyperscalers now taking $IREN more seriously and ramping up their respective negotiations with the cloud provider. $IREN's CCO, Kent Draper, spoke about this in a recent interview with Power Analysis Ltd.. I highly recommend you watch the clip below if you have not seen it yet. ...More deals are coming. 📈

It is very obvious that $IREN is about to sign new hyperscaler deals in the coming weeks and months. $IREN still has 350 MW (IT) up for grabs at its Childress campus, representing 50% more capacity than the $MSFT deal, as well as an additional 1.4 GW (gross) at its Sweetwater site, which will be energized in April. In the current energy constrained market, $IREN's negotiating leverage is growing by the day. But I do not believe the company’s power capacity will stay idle for long. One advantage of $IREN's first hyperscaler deal that does not get talked about enough is the credibility boost that came with it. A tier 1 hyperscaler such as $MSFT conducts months of due diligence before signing multi billion dollar deals. This has the knock on effect of other hyperscalers now taking $IREN more seriously and ramping up their respective negotiations with the cloud provider. $IREN's CCO, Kent Draper, spoke about this in a recent interview with Power Analysis Ltd.. I highly recommend you watch the clip below if you have not seen it yet. ...More deals are coming. 📈

𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬

172,098 views • 7 months ago

Europe has proven that it has the capacity to support Ukraine not only last year. With the €90 billion loan that we will approve tomorrow, we will support Ukraine in 2026 and 2027. And we will continue as long as necessary and whatever it takes. #DelphiEconomicForum

Europe has proven that it has the capacity to support Ukraine not only last year. With the €90 billion loan that we will approve tomorrow, we will support Ukraine in 2026 and 2027. And we will continue as long as necessary and whatever it takes. #DelphiEconomicForum

António Costa

31,215 views • 4 months ago

The cleanest test of the AI cycle is what $NVDA is actually shipping, and current expectations still point to revenue climbing from ~$95B this quarter toward ~$110B next quarter. If revenue keeps rising while gross margins hold around 75% then it becomes much harder to argue the compute boom is already rolling over. That demand base is still expanding too with $SPCX potentially growing from ~4% of Nvidia revenue today toward 10% by the end of 2027 as its compute buildout scales.

The cleanest test of the AI cycle is what $NVDA is actually shipping, and current expectations still point to revenue climbing from ~$95B this quarter toward ~$110B next quarter. If revenue keeps rising while gross margins hold around 75% then it becomes much harder to argue the compute boom is already rolling over. That demand base is still expanding too with $SPCX potentially growing from ~4% of Nvidia revenue today toward 10% by the end of 2027 as its compute buildout scales.

Shay Boloor

101,284 views • 5 days ago

Jensen Huang $NVDA says the AI infrastructure buildout will continue to grow exponentially for the next 7–8 years before reaching a level that will need to be sustained. $AMZN, $META, $GOOGL, and $MSFT are expected to spend around ~$700B in capex in 2026, up ~60% vs 2025. Growth rates like this are likely to persist for several more years. Betting on chipmakers like $NVDA, $AMD, and $AVGO remains one of the safest and most compelling plays.

Jensen Huang $NVDA says the AI infrastructure buildout will continue to grow exponentially for the next 7–8 years before reaching a level that will need to be sustained. $AMZN, $META, $GOOGL, and $MSFT are expected to spend around ~$700B in capex in 2026, up ~60% vs 2025. Growth rates like this are likely to persist for several more years. Betting on chipmakers like $NVDA, $AMD, and $AVGO remains one of the safest and most compelling plays.

Daniel

31,591 views • 6 months ago

$IREN is by far my favorite buy among the neo cloud companies right now. While $NBIS is up more than 180% YTD, $IREN is sitting at just +55%. The market is still massively underestimating one thing: Power. $IREN 5GW of contracted power is a real moat, and in the AI era, that matters more than almost anything else. As Jensen $NVDA said: “None of the bottlenecks like memory or chip production last longer than a couple of years. What’s different is energy. You can’t create an industry without energy. You can’t build anything without energy, and those things take a long time.” This is the real AI bottleneck. Not chips. Not memory. Energy. $IREN already has it. Those 5GW will be fully utilized. Just like $AMD eventually massively outperformed $NVDA after lagging for a long time, I believe the same setup is happening here. Right now, $IREN is lagging $NBIS. That won’t last forever. Buy the laggard.

$IREN is by far my favorite buy among the neo cloud companies right now. While $NBIS is up more than 180% YTD, $IREN is sitting at just +55%. The market is still massively underestimating one thing: Power. $IREN 5GW of contracted power is a real moat, and in the AI era, that matters more than almost anything else. As Jensen $NVDA said: “None of the bottlenecks like memory or chip production last longer than a couple of years. What’s different is energy. You can’t create an industry without energy. You can’t build anything without energy, and those things take a long time.” This is the real AI bottleneck. Not chips. Not memory. Energy. $IREN already has it. Those 5GW will be fully utilized. Just like $AMD eventually massively outperformed $NVDA after lagging for a long time, I believe the same setup is happening here. Right now, $IREN is lagging $NBIS. That won’t last forever. Buy the laggard.

Daniel

123,728 views • 3 months ago

I said earlier in the week that $MSFT could be the catalyst that reminded investors the AI buildout was nowhere near over. That is exactly what happened as Microsoft’s June fiscal year-end gave the first major look into first half of 2027 spending and confirmed demand remains above capacity across chips, memory, networking, optics, packaging, power and equipment. Then this morning we learned why the suppliers sold off since Leopold Aschenbrenner’s Situational Awareness ran ~$24B at up to 4x leverage with $NBIS, $SNDK, $CRWV, $IREN, $BE and $TE among its largest positions and was forced to dump its entire public book in one block. The AI infrastructure thesis never broke but the leveraged fund behind the selling did.

I said earlier in the week that $MSFT could be the catalyst that reminded investors the AI buildout was nowhere near over. That is exactly what happened as Microsoft’s June fiscal year-end gave the first major look into first half of 2027 spending and confirmed demand remains above capacity across chips, memory, networking, optics, packaging, power and equipment. Then this morning we learned why the suppliers sold off since Leopold Aschenbrenner’s Situational Awareness ran ~$24B at up to 4x leverage with $NBIS, $SNDK, $CRWV, $IREN, $BE and $TE among its largest positions and was forced to dump its entire public book in one block. The AI infrastructure thesis never broke but the leveraged fund behind the selling did.

Shay Boloor

243,241 views • 1 month ago

just went ALL IN $IREN 🚀 - bitcoin miner switched to Al training - signed a HUGE $9.7 billion msft contract - chip war will be intense this year - fully vertically integrated in US - strong balance sheet - i like the chart setup did my research on Alpha and alerted first on AfterHour (username: sirjack). this is my challenge account where i restarted with $35k to go all-in swing trading 1 stock at a time. currently at $45k. previous swing was $FIG which i sold for small 3% profit. i still like the stock, but sold it cause it was moving kinda slow and $IREN looks like has better momentum and volume. next catalyst is earnings on feb 11.

just went ALL IN $IREN 🚀 - bitcoin miner switched to Al training - signed a HUGE $9.7 billion msft contract - chip war will be intense this year - fully vertically integrated in US - strong balance sheet - i like the chart setup did my research on Alpha and alerted first on AfterHour (username: sirjack). this is my challenge account where i restarted with $35k to go all-in swing trading 1 stock at a time. currently at $45k. previous swing was $FIG which i sold for small 3% profit. i still like the stock, but sold it cause it was moving kinda slow and $IREN looks like has better momentum and volume. next catalyst is earnings on feb 11.

Kevin Xu

1,498,387 views • 7 months ago

Why do I own $IREN in my growth portfolio? • The ~$10B $MSFT deal validates the platform • ~4.5 GW of secured power capacity versus only ~500 MW needed to support $3.7B ARR target by year-end • Over $1B in operating profit potential by 2028 from 50K $NVDA B300 GPUs on order (taking fleet to 150K) • Sweetwater 1 energizing in Q2 2026 is next big proof point that 10:1 power advantage is real

Why do I own $IREN in my growth portfolio? • The ~$10B $MSFT deal validates the platform • ~4.5 GW of secured power capacity versus only ~500 MW needed to support $3.7B ARR target by year-end • Over $1B in operating profit potential by 2028 from 50K $NVDA B300 GPUs on order (taking fleet to 150K) • Sweetwater 1 energizing in Q2 2026 is next big proof point that 10:1 power advantage is real

Shay Boloor

153,831 views • 5 months ago

Last Fridays “flash crash” is the exact type of pullback that many make generational wealth on… Following this; just yesterday President Trump announced he’ll buy equity stakes in US, AI companies. These are the 6 best “dip-buy” opportunities within the AI theme: 1. Nebius ~ $NBIS 2. Iren ~ $IREN 3. CoreWeave ~ $CRWV 4. Nvidia ~ $NVDA 5. Qualcomm ~ $QCOM 6. Oracle ~ $ORCL If you missed the Iran-US war crash then don’t make the same mistake twice. Prices this low won’t last long…

Last Fridays “flash crash” is the exact type of pullback that many make generational wealth on… Following this; just yesterday President Trump announced he’ll buy equity stakes in US, AI companies. These are the 6 best “dip-buy” opportunities within the AI theme: 1. Nebius ~ $NBIS 2. Iren ~ $IREN 3. CoreWeave ~ $CRWV 4. Nvidia ~ $NVDA 5. Qualcomm ~ $QCOM 6. Oracle ~ $ORCL If you missed the Iran-US war crash then don’t make the same mistake twice. Prices this low won’t last long…

Mike Investing

119,147 views • 2 months ago

Will the alignment happen this year? After growing up with this looming on the horizon for 14 years of my life, I will not be shocked if it does. The beings haven’t lied to us yet. Everything has been right on schedule 👌🏻

Will the alignment happen this year? After growing up with this looming on the horizon for 14 years of my life, I will not be shocked if it does. The beings haven’t lied to us yet. Everything has been right on schedule 👌🏻

Ryan Bledsoe

21,236 views • 6 months ago

Beginning today, we are industrializing nuclear battery production at the historic Vallecitos Nuclear Center. With this facility, we will deliver our first nuclear battery to customers in 2027 and scale production in 2028 - powering critical missions from the seabed to the lunar surface.

Beginning today, we are industrializing nuclear battery production at the historic Vallecitos Nuclear Center. With this facility, we will deliver our first nuclear battery to customers in 2027 and scale production in 2028 - powering critical missions from the seabed to the lunar surface.

Zeno Power

745,336 views • 2 months ago

Distributed compute needs to be deployed with speed, scale, and sovereignty. Dan Wright joined Bloomberg Technology this week to talk about Galleon Forge One, our Series B, and the infrastructure buildout required to meet growing demand for inference, fine-tuning, and distributed model deployment at scale. The next wave of compute will not live only in centralized clouds. It will need to be deployed where land, energy, and data already exist. That is what Armada was built for. That is what Galleon delivers.

Distributed compute needs to be deployed with speed, scale, and sovereignty. Dan Wright joined Bloomberg Technology this week to talk about Galleon Forge One, our Series B, and the infrastructure buildout required to meet growing demand for inference, fine-tuning, and distributed model deployment at scale. The next wave of compute will not live only in centralized clouds. It will need to be deployed where land, energy, and data already exist. That is what Armada was built for. That is what Galleon delivers.

Armada

934,749 views • 3 months ago

$NBIS and $CRWV growing like crazy shouldn't be surprising. Satya Nadella publicly explained 6 months ago on a podcast that $MSFT would be leasing a lot of capacity going forward rather than building all itself. Here is what I think is happening: These neo-cloud businesses, both $NBIS and $CRWV, exist solely because $NVDA wants them to exist. Nvidia has an equity stake in both companies, and they are both members of the Nvidia Partners Program. Nvidia grants early access to its chips to the partners. Nvidia does that because it knows all hyperscalers, especially $MSFT and $AMZN, are racing to develop their own cutting-edge GPUs, as this is their biggest cost in scaling cloud operations. Nvidia knows that if they are allowed to control the supply, it will prolong the upgrade cycles and reduce orders to gain time to develop its own chips. This is why it's providing early access to the neo-clouds that are 100% dependent on Nvidia chips. Hyperscalers know that if they delay orders for the fresh capacity, the demand will shift to the neo-clouds that can build capacity fast with the support of $NVDA. Thus, $NVDA corners hyperscalers and strategically compels them to put new orders and cripples their ability to focus on their own chips. $MSFT sees this and says, "If this is the case, I'll just lease the capacity from the neo-clouds." It's basically a strategic response to $NVDA. It leases the bulk of their capacity, making them dependent on it. So, if $MSFT backs down, they'll have a really hard time staying alive. There is a small window of opportunity here for neo-clouds. If they can scale beyond hyperscalers and form a fragmented customer base, they may keep thriving even if hyperscalers reduce leases. Currently, $NBIS has a better shot at it than $CRWV, as $MSFT already makes up 72% of its revenue. I am long $NBIS, and I have already made 4x of money in the stock. I'll remain long $NBIS and even grow my position, but I'll remain skeptical of $CRWV for its unfavorable strategic position, as I explained above.

$NBIS and $CRWV growing like crazy shouldn't be surprising. Satya Nadella publicly explained 6 months ago on a podcast that $MSFT would be leasing a lot of capacity going forward rather than building all itself. Here is what I think is happening: These neo-cloud businesses, both $NBIS and $CRWV, exist solely because $NVDA wants them to exist. Nvidia has an equity stake in both companies, and they are both members of the Nvidia Partners Program. Nvidia grants early access to its chips to the partners. Nvidia does that because it knows all hyperscalers, especially $MSFT and $AMZN, are racing to develop their own cutting-edge GPUs, as this is their biggest cost in scaling cloud operations. Nvidia knows that if they are allowed to control the supply, it will prolong the upgrade cycles and reduce orders to gain time to develop its own chips. This is why it's providing early access to the neo-clouds that are 100% dependent on Nvidia chips. Hyperscalers know that if they delay orders for the fresh capacity, the demand will shift to the neo-clouds that can build capacity fast with the support of $NVDA. Thus, $NVDA corners hyperscalers and strategically compels them to put new orders and cripples their ability to focus on their own chips. $MSFT sees this and says, "If this is the case, I'll just lease the capacity from the neo-clouds." It's basically a strategic response to $NVDA. It leases the bulk of their capacity, making them dependent on it. So, if $MSFT backs down, they'll have a really hard time staying alive. There is a small window of opportunity here for neo-clouds. If they can scale beyond hyperscalers and form a fragmented customer base, they may keep thriving even if hyperscalers reduce leases. Currently, $NBIS has a better shot at it than $CRWV, as $MSFT already makes up 72% of its revenue. I am long $NBIS, and I have already made 4x of money in the stock. I'll remain long $NBIS and even grow my position, but I'll remain skeptical of $CRWV for its unfavorable strategic position, as I explained above.

Oguz Erkan

180,198 views • 11 months ago

All-In Podcast Interview with $IREN CEO Dan Roberts: We were doing [data centers] in a scale that amazed people at the time, like 750MW as our flagship Texas site, 4 years ago was unheard of. $MSFT deal is 5% of our capacity. For us, the constraint is the time to compute. We have used 100% renewable energy since inception. We cannot meet demand. AI is inevitable.

All-In Podcast Interview with $IREN CEO Dan Roberts: We were doing [data centers] in a scale that amazed people at the time, like 750MW as our flagship Texas site, 4 years ago was unheard of. $MSFT deal is 5% of our capacity. For us, the constraint is the time to compute. We have used 100% renewable energy since inception. We cannot meet demand. AI is inevitable.

The Tech Investor

127,805 views • 5 months ago

$IREN CCO KENT DRAPER TALK ON AI GIGAFACTORIES $IREN CCO Kent Draper: We were ready for this moment [AI and HPC] and been exploring it for a number of years but the market wasn’t there to make it commercially viable. When the business was founded, our two co-founders have a background in large scale institutional infrastructure banking, and they could see this infliction in the industry where the world was becoming more data dependent. It was very obvious to them that we were going to need power-dense compute, particularly with access to renewables, which is a big part of our story. Design [of data centers] is the easy part. Delivering infrastructure at this scale is not simple. I think our minds this was never actually a pivot for us. Lenovo SVP Vlad Rozanovich: Time to first token is a metric that so many people like $IREN look at because it’s how you maximize value and profit as soon as you can. Daniel Newman: You can’t have a bubble and have AI eating every industry, either too good or not good.

$IREN CCO KENT DRAPER TALK ON AI GIGAFACTORIES $IREN CCO Kent Draper: We were ready for this moment [AI and HPC] and been exploring it for a number of years but the market wasn’t there to make it commercially viable. When the business was founded, our two co-founders have a background in large scale institutional infrastructure banking, and they could see this infliction in the industry where the world was becoming more data dependent. It was very obvious to them that we were going to need power-dense compute, particularly with access to renewables, which is a big part of our story. Design [of data centers] is the easy part. Delivering infrastructure at this scale is not simple. I think our minds this was never actually a pivot for us. Lenovo SVP Vlad Rozanovich: Time to first token is a metric that so many people like $IREN look at because it’s how you maximize value and profit as soon as you can. Daniel Newman: You can’t have a bubble and have AI eating every industry, either too good or not good.

The Tech Investor

25,559 views • 5 months ago