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$IREN Horizon 1–4 buildout for $MSFT has already reached 200MW with additional phases actively underway. AI demand is moving faster than the normal data center build cycle which is making power-secured capacity a lot more valuable.

Shay Boloor

453,759 subscribers

119,599 views • 5 months ago •via X (Twitter)

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21 Comments

Mark5 months ago

They are built about 200MW in about a year. BUT for most of that year the team was HALF the size of the current team. I expected the next several 100s of MWs at Childress will get built 20-30% faster with the current 2000+ team and the expertise of the H1-4 build learned. Also, if rest of Childress will be air-cooled reduces time to computer further. No other company will be able to deliver as much compute in as short amount of time as $IREN. This update is far more significant than at first appears. Awesome job to team @IREN_Ltd Thank you for the execution and update @danroberts0101

Trademaster Academy5 months ago

I think your core point is right: power-secured AI capacity is becoming the scarce asset, and that is exactly why $IREN has re-rated so hard. The important part is that this is no longer just a “Bitcoin miner with an AI story.” In its latest filing, IREN disclosed a $MSFT agreement worth about $9.7B, and the filing language points to an initial liquid-cooled deployment scaling to roughly 200MW at Childress. That matters because hyperscalers like MSFT care less about raw land and more about speed-to-power, cooling, and delivery certainty.

Akinator Assets5 months ago

AI inference will rule the world

Golden Hippie5 months ago

Power's becoming the real bottleneck. Interesting to see which jurisdictions actually have infrastructure ready to scale.

reshposter5 months ago

Just in time for the bubble to top at the end of this year

elpistollero invest5 months ago

edge AI complemantarity is nice with $NBIS

Halcyon5 months ago

Forza $NBIS ,iren is a joke.

SmartHelping5 months ago

Sounds like good news for $keel

Bacart5 months ago

nice news for $IREN ( good improvement )

Mehmet5 months ago

🚀🚀🚀🚀🚀

Zeek | Insights 📊5 months ago

$IREN isn’t slowing down

Evelyn Davis5 months ago

$GPUS $IREN undervalued stocks

Flanigan Insurance Agency Inc5 months ago

🐐

Agile5 months ago

Great one @StockSavvyShay !

Miguel5 months ago

Flying

Mady5 months ago

$9.7B $MSFT contract,$IREN→Market cap $15.8B - Revenue target $3.7B ARR by end of 2026, what culd be instric price of stock $IREN is - $65–$110 per stock (base case~$85).this not my assumption or anything. Its Math and follows by many include Warren Buffet. @IREN_Ltd @Microsoft

LAMB🇮🇹5 months ago

🚀🚀🚀

BM5 months ago

🚀🚀🚀🚀🚀

ThriveTrack5 months ago

Power is becoming the real bottleneck. Everyone focused on chips— but the winners are locking in energy and capacity first. When demand outruns build cycles, whoever already has power secured owns the leverage.

Nikki J5 months ago

$CVAT is flying 🚀

Ronivtrades5 months ago

0. Aussie tech 😂

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$IREN is building Horizon with 750 miles of high-bandwidth fiber & two 100MW GPU superclusters. AI demand is scaling faster than traditional build timelines & IREN is one of the few operators that can deliver the power-secured capacity at the speed this cycle now requires.

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$Adding More $IREN ✅ $IREN has already Energized ~3.0 GW of power capacity across Sweetwater, Childress and Canada at a fraction of today’s replacement cost. Chamath recently noted that building 1 GW of AI infrastructure now costs around $100B vs. ~$4B just a year ago. As AI compute demand explodes, power is becoming the most valuable asset. With ~5.8 GW already secured, $IREN’s infrastructure looks increasingly difficult—and expensive—to replicate. So $IREN at MCAP at 18-20 Billion Extremely Undervalued ✅$

Adding More $IREN ✅ $IREN has already Energized ~3.0 GW of power capacity across Sweetwater, Childress and Canada at a fraction of today’s replacement cost. Chamath recently noted that building 1 GW of AI infrastructure now costs around $100B vs. ~$4B just a year ago. As AI compute demand explodes, power is becoming the most valuable asset. With ~5.8 GW already secured, $IREN’s infrastructure looks increasingly difficult—and expensive—to replicate. So $IREN at MCAP at 18-20 Billion Extremely Undervalued ✅

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139,646 views • 1 month ago

The $IREN Warriors sponsorship and in house marketing push will get some FTX era comparisons but difference is IREN already has real AI customers, scarce power and contracted demand behind it. If management keeps converting that into capacity then the branding gets a lot less heat because IREN starts looking much more like a vertically integrated AI infrastructure platform.

The $IREN Warriors sponsorship and in house marketing push will get some FTX era comparisons but difference is IREN already has real AI customers, scarce power and contracted demand behind it. If management keeps converting that into capacity then the branding gets a lot less heat because IREN starts looking much more like a vertically integrated AI infrastructure platform.

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135,490 views • 20 days ago

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116,034 views • 8 months ago

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58,387 views • 8 months ago

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200,066 views • 3 months ago

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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 • 8 months ago

“The digital world scales almost instantly. The physical world does not.” Daniel Roberts, Co-Founder and Co-CEO. FY26 marked a significant step forward in IREN’s AI Cloud expansion. We secured new multi-year AI Cloud contracts, including with a leading frontier AI lab, and now have $4 billion contracted ARR for 2026 capacity, with $1 billion operating ARR today. Demand continues to strengthen. Three-year contract pricing has increased +125% in recent months, with recent contracts exceeding $20 million in revenue per MW of IT capacity, with a ~2 year payback. We are matching that demand with execution. Horizon 1 has been delivered to Microsoft, with Horizons 2–4 targeting delivery in Q4 2026. And we’re financing our buildout efficiently, with customer prepayments and GPU financing together exceeding the cost of the associated GPUs in many cases. We have spent years assembling what is difficult to replicate: power, land, data centers, compute, software and people. This is only the beginning. Read the full FY26 results and watch the webcast replay:

“The digital world scales almost instantly. The physical world does not.” Daniel Roberts, Co-Founder and Co-CEO. FY26 marked a significant step forward in IREN’s AI Cloud expansion. We secured new multi-year AI Cloud contracts, including with a leading frontier AI lab, and now have $4 billion contracted ARR for 2026 capacity, with $1 billion operating ARR today. Demand continues to strengthen. Three-year contract pricing has increased +125% in recent months, with recent contracts exceeding $20 million in revenue per MW of IT capacity, with a ~2 year payback. We are matching that demand with execution. Horizon 1 has been delivered to Microsoft, with Horizons 2–4 targeting delivery in Q4 2026. And we’re financing our buildout efficiently, with customer prepayments and GPU financing together exceeding the cost of the associated GPUs in many cases. We have spent years assembling what is difficult to replicate: power, land, data centers, compute, software and people. This is only the beginning. Read the full FY26 results and watch the webcast replay:

IREN

109,411 views • 1 month ago

$ORCL is borrowing aggressively to build AI data centers for a customer base heavily tied to OpenAI and the market is starting to question whether Oracle can fund that buildout without $MSFT, $GOOGL, $AMZN or $META level cash generation. The upside is that OCI now has one of the largest AI backlogs in the market at ~$640B which gives Oracle a real shot at becoming the fourth major AI cloud platform if that demand converts into durable revenue. If cloud growth stays above 50% and customer prepayments ease the funding burden then this selloff could eventually look like the painful capital cycle before the harvest phase.

$ORCL is borrowing aggressively to build AI data centers for a customer base heavily tied to OpenAI and the market is starting to question whether Oracle can fund that buildout without $MSFT, $GOOGL, $AMZN or $META level cash generation. The upside is that OCI now has one of the largest AI backlogs in the market at ~$640B which gives Oracle a real shot at becoming the fourth major AI cloud platform if that demand converts into durable revenue. If cloud growth stays above 50% and customer prepayments ease the funding burden then this selloff could eventually look like the painful capital cycle before the harvest phase.

Shay Boloor

132,000 views • 3 months ago