FinVid @RealFinVid

Congratulations to @IREN_Ltd on achieving NVIDIA Exemplar Cloud status for its NVIDIA GB300 NVL72 deployment. This validation reflects close engineering collaboration and gives enterprises confidence that demanding AI workloads can perform reliably at scale on IREN’s AI Cloud. Learn more ⤵️

IREN @IREN_Ltd

2 weeks ago

Horizon 1: delivered. IREN has delivered Horizon 1 to Microsoft and achieved NVIDIA Exemplar Cloud status on NVIDIA GB300 NVL72. Read more: iren.gcs-web.com/static-files/4…

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Horizon 1: delivered. IREN has delivered Horizon 1 to Microsoft and achieved NVIDIA Exemplar Cloud status on NVIDIA GB300 NVL72. Read more: iren.gcs-web.com/static-files/4…

👏 Congratulations to @IREN_Ltd on achieving NVIDIA Exemplar Cloud status on NVIDIA HGX B300 for training workloads. This validation reflects close engineering collaboration and gives enterprises confidence that demanding AI training workloads can perform at scale on IREN’s AI Cloud. Learn more ⤵️

IREN @IREN_Ltd

2 months ago

IREN has achieved @nvidia Exemplar Cloud status on NVIDIA HGX B300 for training workloads. This status confirms that IREN's infrastructure performs within NVIDIA's reference performance targets across its full suite of benchmarking recipes, validated against NVIDIA reference

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IREN has entered into a $1.6bn purchase agreement with Dell for air-cooled Blackwell systems to support its previously announced 5-year, $3.4bn managed services AI cloud contract. The systems are expected to be deployed across existing data centers at Childress, Texas, with commissioning targeted for early 2027. Upon commissioning, the AI cloud contract is expected to increase IREN's annualized run-rate revenue (ARR) from $3.7bn to $4.4bn. @danroberts0101, Co-Founder and Co-CEO of IREN commented: “Securing capacity and accelerating commissioning are our top priorities in a market where time-to-compute is everything. Hyperscalers, enterprises and developers choose IREN as a partner because we own and control the full stack - the physical infrastructure, the compute, and the operational capability to deploy at scale. Our relationship with Dell ensures access to hardware at the scale and speed the market demands. Every deployment we complete makes the next one faster, and that compounding execution advantage is what we are building.” Learn more: iren.gcs-web.com/static-files/6…

Great chart for all of the delusional bubble bears. This is not 1999. 🫡

IREN and @nvidia have announced a strategic partnership to accelerate deployment of up to 5GW of next-generation AI infrastructure. The companies have also signed a $3.4bn contract under which $IREN will provide AI infrastructure cloud services for NVIDIA internal AI and research workloads. iren.gcs-web.com/static-files/9… nvidianews.nvidia.com/news/nvidia-an…

$IREN today reported its Q3 FY26 results. Key highlights: ✔️$3.4bn AI Cloud contract & 5GW strategic partnership with @nvidia ✔️2026 expansion to $3.7bn ARR on track ✔️2027 expansion to 1.2GW of AI Cloud capacity in build ✔️2028+ expansion across 5GW secured power underway ✔️Acquisition of Nostrum adds 490MW in Spain and GW+ development pipeline ✔️Additional development projects in Australia advancing toward connection agreement Presentation: iren.com/api/media/file… Read more: iren.gcs-web.com/static-files/9…

Bringing compute online is the hard part. Mirantis helps us do it better - strengthening how compute is deployed, managed and operated for customers. $IREN

IREN @IREN_Ltd

4 months ago

IREN is acquiring Mirantis. Our advantage is infrastructure and execution. This builds on existing capabilities and strengthens how compute is deployed, managed and operated. Read more: iren.gcs-web.com/static-files/8…

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Where power becomes intelligence. NVIDIA GB300s arriving at Childress for our Microsoft Horizon deployment. Big effort from the team. $IREN

@amitisinvesting Sarah Friar was on CNBC last week and said: - "We firmly see demand that will more than cover those costs." - Revenue growth is "multiples of anything that you can imagine." Numbers are probably very different now compared to last year; especially with GPT-5.5 + Codex.

Since I began work on AI in 2010, training compute for frontier models has grown by one trillion times. Now we're looking at something like another thousand-fold growth in effective compute by the end of 2028. 1000x the existing 1,000,000,000,000x. Extraordinary stuff.

Horizon 1-4 for Microsoft coming together. First 200MW - more underway. $IREN

Jensen Huang just said: - Investing $30B in OpenAI. - $100B investment in OpenAI is "probably not in the cards" because they are going to go public toward the end of this year. - $10B investment in Anthropic is probably "last investment" as well. $NVDA

$NVDA Earnings Q4 FY26 Results: Revenue: $68.1B vs $66.11B expected Data Center Revenue: $62.3B vs $60.2B expected EPS: $1.76 vs $1.53 expected Gross Margins: 75.2% (non-GAAP) vs ~75% expected Q1 FY27 Outlook: Revenue: $78B vs $72.6B expected Gross Margins: 75% (non-GAAP)

Vertical integration sets $IREN’s AI Cloud platform apart. Construction discipline is what makes it possible. In British Columbia, Texas, and soon Oklahoma, we’re building the future of AI infrastructure end-to-end: from grid-connected power to data centers to compute.

Another quarterly update completed for $IREN. We published our Q2 update earlier today, and interest was strong enough to briefly overwhelm the site at release. If you missed the deck, it’s available here: 👉 iren.gcs-web.com/static-files/0… The past few months have seen continued progress across capacity, customers, and capital. Demand remains the strongest we’ve seen and, importantly, we’re building the infrastructure and capital structure required to deliver against it. We’re still at an early stage of our AI Cloud build-out, but have already scaled ARR under contract to more than $2.3bn. Our $3.4bn ARR target utilizes only a portion of our now 4.5GW secured power portfolio. More detail below 👇

Amazon guides 2026 CapEx at $200 Billion. $NVDA

$GOOGL Cloud backlog grew 55% sequentially, reaching $240B at the end of Q4. Positive for $NVDA

$GOOGL earnings are very positive for $NVDA and the AI ecosystem overall. 2026 CapEx expected to be $175-$185 Billion 2025 CapEx was ~$91.4 Billion Q4 cloud revenue growth of 48% YoY

NVIDIA's $100 Billion partnership with OpenAI, and NVIDIA participating in OpenAI's current funding round, are two separate things. Many reports seem to be conflating the two; mistaking Jensen's recent comments about one topic as being him commenting on the other. $NVDA