The condescending tone around $IREN needs to stop. They signed a way better deal than the last one. The secured a strong partnership with $NVDA They added 500MW of secured capacity. They added 650 Software Engineers through their Mirantis Acquisition with $150

Sumeet Vandakudari 1. IREN is determined to make SW1 be Vera Rubin campus. Those will come in 2027 so likely will take their time to negotiate. 2. Yes Up to 5GW blocks out ASIC deployments for 5GW secured now. IREN has 2-3GW more down the pipeline. Nvidia is still the best chip - their market cap

Just a quiet week at $IREN 🥱💤 🔥 SweetWater Energisation ✅ Immediate Power Access to 1.4GW ✅ Reduced “Time-to-Compute” ✅ Operational Scale for Mega-Contracts ✅ Strategic Infrastructure Moat ✅ Vertical Integration Proof Point 🔥 Mirantis acquisition ✅ Cloud software

$NVDA said to $IREN "ill give you something better than a immediate cash injection for shares, ill rent our own gpu's from you air-cooled and at a 18% higher rate than your last liquid cooled B300's." This is how strong partnerships are built 🤝

LATEST: ⚡ Bernstein set a $100 price target on IREN, implying 76% upside, after it secured a $3.4B AI cloud contract with NVIDIA and a $2.1B equity investment option.

$IREN 109M Traded Shares Never happened before in its entire history +7%🟢

Tesla AI Vision deploys airbags before impact, which greatly reduces risk of injury or death. This comes for free on all new cars.

Overnight, $IREN traded almost AUD $10 billion in a single session on the NASDAQ - more than the entire ASX 🏛 The heart of Australia's financial markets's on-market daily turnover of AUD $7.5 billion. I'll be honest. That number is humbling. But it also stings a little. Because two and a half years ago, we were told we

Most investors still don’t understand this cycle. The market always follows where $NVDA places strategic importance next ⏭️ And Jensen is no longer chasing apps. He’s chasing power, infrastructure, scale, and AI factories. That’s where the real money will flow next: $IREN IS

There is no larger long-term strategic move than this — NVIDIA joins forces with $IREN to build the flagship AI factory deployment for the DSX architecture The market will continue to repeatedly reinterpret the deeper intent and long-term objectives behind the partnership

엔비디아는 단순히 GPU를 잘 만드는 걸 넘어 데이터센터를 구성하는 모든 요소를 통합한 AI 공장 표준을 세우는 회사가 되고 싶어합니다. 엔비디아 입장에서 제일 무서운 시나리오는 AWS,MSFT,구글,메타가 자기들만의 AI 공장 표준을 만들어버리는 거죠. 그렇게 되면 엔비디아는 그 안에 들어가는

$IREN x $NVDA 🔥 NVIDIA just picked IREN to help build up to 5 GIGAWATTS of AI infrastructure. Jensen Huang said it straight: “IREN brings the scale and infrastructure expertise to help accelerate the buildout of next-generation AI factories globally. Together, we are building

$IREN 🫡🔥🔥 nvidianews.nvidia.com/news/nvidia-an…

$IREN Will most likely beat the targeted $3.7bn ARR guidance by the end of CY26(3) 😱 $3.1bn ARR now under contract Sites for C/Y 2026: --------------------- Childress (290MW Gross) $1.94B Childress (60MW Gross) $680M Prince George (50MW Gross) $500M Mackenzie (80MW Gross) -

If Nvidia and Microsoft trust IREN to do a good job, then I certainly do. $IREN