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$IREN has 810 MW of power available right now in 2025. That’s huge — most companies don’t even have 50 MW. Out of all that power, Microsoft has already signed for 200 MW of high-density AI datacenter load in their $9.7B deal. So only 200 MW is contracted, but IREN still has…
"Microsoft is coming to Childress. Earlier this month, the software giant signed a $9.7 billion cloud-services contract with IREN to expand its rural data-center site to process Microsoft’s workloads for artificial intelligence." Read more from @WSJ about how $IREN's vertically…
Nvidia CEO Jensen Huang was just asked if we're in an AI bubble. This was his full, 3-minute response:
$TCEHY Tencent Q3 FY25: Revenue +15% Y/Y to RMB193B ($27.2B). 🎮 Gaming +23% 💬 Social Networks +5% 📢 Marketing Services +21% 💳 Fintech & Business +10% Weixin/WeChat: 1.4B MAU (+2% Y/Y). Capex -24% to RMB13B.
$IREN SWEETWATER DATA CENTER WILL HAVE 2 GW OF POWER CAPACITY The facility will be 25-50x larger than your typical AI data center, and is already demanding massive amounts of labor… “We have a team at the moment of about 10-15 folks, and that will very quickly transition to a…
- New Platform Partner: FireworksAI - If you look at engineer's LinkedIn page, this is basically the commercialization of Meta's AI Platform for Ads. 3rd picture shows Fireworks AI founded by Benny Chen = Meta ads infra lead, Chenyu Zhao = Google Vertex AI Lead (GCP's AI…
$IREN will be at $3.3B of EBITDA in 2H 2026. If they took 100% debt out (they won't) to fund the CAPEX they are only ~3.5x levered All newbies research this Mgmt Team's track record. If they are saying >140k GPU's then they are likely going to >250k+. Insane @danroberts0101
The $IREN $MSFT Deal is Value-Accretive This is the ONLY multi-billion dollar per year IaaS deal done by a fully vertically integrated company outside of $AMZN $GOOG $MSFT. Owned, operated, and developed in-house It may not look much better than the average colo lease, but when…
Prediction. $IREN will announce $NVDA takes a 7% equity stake in the business. Likely Thursday morning (earnings day) but could be as early as tomorrow or Wednesday. NFA.
$IREN $MSFT Deal Breakdown Although the price action is not the 50% candle that $NBIS $MSFT saw on Sept 9, topline is in the same range and bottomline will be better for IREN because IREN doesn't need to pay colocation to DataOne. Topline Comparison 1. NBIS MSFT =…
$IREN is pleased to announce the signing of a $9.7bn AI Cloud contract with @Microsoft Key details of the transaction: - $9.7bn AI Cloud contract value - 5-year average term - 20% prepayment - 200MW (IT load) data centers - NVIDIA GB300 GPU deployments Refer to the press…
Thrilled to partner with @IREN_ltd to power next-gen AI for @Microsoft in Childress, TX! Dell racks with @NVIDIA GB300 GPUs enable secure, high-performance AI at scale. 🚀
$IREN is pleased to announce the signing of a $9.7bn AI Cloud contract with @Microsoft Key details of the transaction: - $9.7bn AI Cloud contract value - 5-year average term - 20% prepayment - 200MW (IT load) data centers - NVIDIA GB300 GPU deployments Refer to the press…
This morning, $CIFR released its Q3’25 business update, marking a transformative quarter highlighted by major progress in expanding our HPC strategy and pipeline. Cipher announced the following updates: *Signed a 300 MW, ~$5.5 billion, 15-year lease agreement with Amazon Web…
$IREN is pleased to announce the signing of a $9.7bn AI Cloud contract with @Microsoft Key details of the transaction: - $9.7bn AI Cloud contract value - 5-year average term - 20% prepayment - 200MW (IT load) data centers - NVIDIA GB300 GPU deployments Refer to the press…
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