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$IREN in 18 months: • Signed $9.7B with $MSFT • $2.3B ARR under contract • $1.9B prepaid, $3.6B GPU financing locked • 4.5GW secured and only needs 10% to hit $3.4B ARR target One of the fastest infrastructure pivots in history.

Shay Boloor

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260,460 Aufrufe • vor 6 Monaten •via X (Twitter)

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We hit $10M ARR in 2 months making us one of the fastest growing AI startups in the world 🚀 And today, we are putting more power into the hands of people while changing the world of vibecoding 🙌 Introducing: 1. Emergent Pro Mode- Build real autonomous agents 2. Mobile Apps- Build apps for android and iOS 3. At the end, a surprise announcement

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This throw by Jordan Love has went under the radar. To hit one of the, if not THE fastest WR in the NFL right in the numbers, in stride, with pace and power is extraordinary. I think we are looking at a once-in-a-generation type QB here.

This throw by Jordan Love has went under the radar. To hit one of the, if not THE fastest WR in the NFL right in the numbers, in stride, with pace and power is extraordinary. I think we are looking at a once-in-a-generation type QB here.

Freeze

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Every time an employee asks AI to summarize months of emails, analyze a 200-page contract, or answer questions across thousands of project documents, they expect one thing: memory. The AI isn't just responding to the latest prompt. It's recalling context, tracking details, and connecting information across massive amounts of data. Behind that experience is the KV cache, one of the fastest-growing challenges in AI infrastructure. See how memory and storage are enabling longer context, smarter agents, and more powerful AI experiences: #IntelligenceAccelerated

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Micron Technology

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Only 5 months ago, I was nominated as one of the "15 under 15K" up-and-coming streamers. Yesterday, we officially hit 15K followers and beyond! I cannot believe how much I've grown in such a short time and owe it all to my lovely community. Sincerely, THANK YOU ❤️

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Only 5 months ago, I was nominated as one of the "15 under 15K" up-and-coming streamers. Yesterday, we officially hit 15K followers and beyond! I cannot believe how much I've grown in such a short time and owe it all to my lovely community. Sincerely, THANK YOU ❤️

Neko Mikki 💗 【HEIRS】

16,727 Aufrufe • vor 1 Jahr

$IREN "we haven't disclosed the specific amount of GPUs" 1. 🤮 reminds me of $NBIS 2. Setting a terrible precedent here for future deals 3. Making it purposely difficult, to not let analysts properly value your 2027 revenue 4. Increasing the polarized view on IREN by the market However: "approximately 60MW of air-cooled Blackwells" 1. You typically don't talk about gross capacity in a deployment like this 2. If it would be gross capacity, the GPU hour rate at IT level would be crazy high (at PUE 1.2, $680m / 50 = 13.6m/MW) 3. At 60MW IT load, and ~14kW draw at DGX server level, we can get to ~4,286 DGX systems with 8 GPUs per. 4. Based on this we can conclude that 60MW of IT load can run approximately 34k DGX B300. 5. 34k DGX B300 at $680m/yr, would represent a GPU hour price of $2.28 Now this is the problem with not disclosing your GPU quantity. You purposely make your business model look bad, because by approach, you get to a GPU hour price that would imply a payback period of 4 years, where only the last year of the contract is 100% margin. But of course, we can also take "the glass is half full" approach. IREN has ordered 50K B300s from Dell. They have 2 purchase orders for this, 1 between Dell Canada and IE CA Leasing Ltd for 4 phases, and 1 between Dell USA and IE US Hardware 1 Inc (amended from IE US Hardware 4 Inc on April 27, 2026). The order for Canada is divided in 4 phases, and are going to Mackenzie for 80MW of gross capacity, which happens to be 4 buildings of 20MW. The order for Childress is divided in 2 phases, and are going to DC35 and DC36, (as depicted in the earnings presentation) and those are 50MW gross. The purchase price of the order for Childress was $1.2B, and for Canada it was $2.3B If we go with 50,000 B300s for a total of $3.5B then $1.2 would represent 34.285% of the 50,000 GPUs, or 17,140 B300s rounded down. For this calculation I will consider that $IREN will deploy 17,140 GPUs in 50MW gross capacity in DC35 and DC36 of block 3 in Childress.. That would imply at 1.2 PUE, IREN can run 17,140 B300s in 41.67MW IT load. Now by that ratio, they can run 24,680 GPUs in 60MW IT load — a massive difference with 34k units through the Nvidia DGX reference calculation. If common sense is applied, you can still get to 2 completely different outcomes, that show a difference of more than 9k GPUs. The GPU hour rate at 24.68k GPUs would be $3.145 per B300, as MASSIVE difference from the earlier calculated $2.28. Sure, the DGX system may be a factor here. And I'm sure that the reality is somewhere in the middle. But I personally hate this as an investor, to be unable to calculate profitability on unit economic basis. After all, contracts are signed on a $/GPU hour basis. Why hide this from your investors? Not being able to calculate payback periods, unable to calculate ROIC. And most importantly, we cannot properly assess the $NVDA deal on a contract basis. I really hope the payback period of this contract is not 4 years. I want the glass to be half full, but by starting to censor the purchases, IREN is taking a step in the wrong direction. Not a fan of this.

$IREN "we haven't disclosed the specific amount of GPUs" 1. 🤮 reminds me of $NBIS 2. Setting a terrible precedent here for future deals 3. Making it purposely difficult, to not let analysts properly value your 2027 revenue 4. Increasing the polarized view on IREN by the market However: "approximately 60MW of air-cooled Blackwells" 1. You typically don't talk about gross capacity in a deployment like this 2. If it would be gross capacity, the GPU hour rate at IT level would be crazy high (at PUE 1.2, $680m / 50 = 13.6m/MW) 3. At 60MW IT load, and ~14kW draw at DGX server level, we can get to ~4,286 DGX systems with 8 GPUs per. 4. Based on this we can conclude that 60MW of IT load can run approximately 34k DGX B300. 5. 34k DGX B300 at $680m/yr, would represent a GPU hour price of $2.28 Now this is the problem with not disclosing your GPU quantity. You purposely make your business model look bad, because by approach, you get to a GPU hour price that would imply a payback period of 4 years, where only the last year of the contract is 100% margin. But of course, we can also take "the glass is half full" approach. IREN has ordered 50K B300s from Dell. They have 2 purchase orders for this, 1 between Dell Canada and IE CA Leasing Ltd for 4 phases, and 1 between Dell USA and IE US Hardware 1 Inc (amended from IE US Hardware 4 Inc on April 27, 2026). The order for Canada is divided in 4 phases, and are going to Mackenzie for 80MW of gross capacity, which happens to be 4 buildings of 20MW. The order for Childress is divided in 2 phases, and are going to DC35 and DC36, (as depicted in the earnings presentation) and those are 50MW gross. The purchase price of the order for Childress was $1.2B, and for Canada it was $2.3B If we go with 50,000 B300s for a total of $3.5B then $1.2 would represent 34.285% of the 50,000 GPUs, or 17,140 B300s rounded down. For this calculation I will consider that $IREN will deploy 17,140 GPUs in 50MW gross capacity in DC35 and DC36 of block 3 in Childress.. That would imply at 1.2 PUE, IREN can run 17,140 B300s in 41.67MW IT load. Now by that ratio, they can run 24,680 GPUs in 60MW IT load — a massive difference with 34k units through the Nvidia DGX reference calculation. If common sense is applied, you can still get to 2 completely different outcomes, that show a difference of more than 9k GPUs. The GPU hour rate at 24.68k GPUs would be $3.145 per B300, as MASSIVE difference from the earlier calculated $2.28. Sure, the DGX system may be a factor here. And I'm sure that the reality is somewhere in the middle. But I personally hate this as an investor, to be unable to calculate profitability on unit economic basis. After all, contracts are signed on a $/GPU hour basis. Why hide this from your investors? Not being able to calculate payback periods, unable to calculate ROIC. And most importantly, we cannot properly assess the $NVDA deal on a contract basis. I really hope the payback period of this contract is not 4 years. I want the glass to be half full, but by starting to censor the purchases, IREN is taking a step in the wrong direction. Not a fan of this.

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Leave Black people alone

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frostzy

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$350,000,000 sits in Fortnite pool right now and almost nobody is taking a dollar millions of kids log in every day for free while others just grind for free here's the system: > Python + Claude pipeline > 20 concepts, under 3 minutes > one map → ~$2,190/month > 10 maps → actual income when the cash starts stacking, it needs somewhere to go that's where PolyGun comes in copy the best Polymarket traders automatically Epic built the audience the only thing missing is you trade with me:

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wast3

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Grateful to help “POLITICS IS BULLSHIT” by Beeple land in a new collection. Released on October 30, 2020, for $1 on Nifty Gateway as part of Beeple’s first NFT collection. It was the only editioned work in the release, alongside the 1/1s CROSSROAD and CRYPTO IS BULLSHIT. Just months later, Everydays: The First 5000 Days would sell at Christie’s for $69.3 million. There’s a bit of history packed into this one. The new owner can also redeem the hand-signed and numbered physical at no cost.

Rob De Los Santos

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One of the main locations for the elites' doomsday cities is beneath the magnetic anomaly in Greenland. That's why Trump is serious about Greenland, and a few months ago an American company received approval to build the necessary infrastructure in Greenland, right at the anomaly site that I shared with my subscribers. This is getting serious now. All the moves being made around the world today are connected to the geophysical event, and this was revealed in a leaked 2003 Pentagon document. There is already an underground base in Greenland that was built during the Cold War, but that was only for testing and preparation for a much larger one.

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Open Minded Approach

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It’s time! Let’s support independent bookstores with this year’s indie bookstore campaign for THE FOURTH OPTION! I’ve been doing something special only available through indies since 2020 and this year it’s four custom-designed signed bookplates with original art by Sara Westman commissioned to depict aspects of THE FOURTH OPTION along with a corresponding sticker. Order your favorite or collect them all! Depicted in the video is Bookplate 1 – STAY ON TARGET. Each design is signed and available only through participating independent bookstores – free with your preorder of THE FOURTH OPTION while supplies last. One design per store. Once they’re gone, they’re gone forever. First Edition ✔️ Limited Edition Bookplate ✔️ Signed ✔️ Limited Edition Sticker ✔️ Support A Local Indie Bookstore ✔️ Let’s go!

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