SonoSonoSono
27 posts





@McnallieM Just doing some napkin math here. Thats almost $1M per hour in revenue. Thats $8.7B ARR. This is just rough estimates. Still, I think they will come in much higher than the $3.7B ARR once all the 150000 GPUs are deployed. Probably $7-8B.




All-In Podcast Interview with $IREN CEO Dan Roberts: We were doing [data centers] in a scale that amazed people at the time, like 750MW as our flagship Texas site, 4 years ago was unheard of. $MSFT deal is 5% of our capacity. For us, the constraint is the time to compute. We have used 100% renewable energy since inception. We cannot meet demand. AI is inevitable.













It's unbelievable how many parts of the West are just surrendering to Islam.






$IREN just needs a 55% move up to match $MARA ‘s market cap







