Augie
201 posts


@SmallCapSnipa Think about the expertise and experience these guys at $IREN have gained, so they can replicate multiples of these gigantic facilities world over using renewables. These people are doing it right
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@Augietx Crazy man. Fully renewable. Thank you for tagging me and sharing. Always looking out for your updates!
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@SmallCapSnipa this is what powers $IREN data centers, and why $NVDA chose to partner with them. In West Texas 37 GW of power available with only 2 GW in use. The Roberts were able to recognize this capacity early and got a head start on the build out.
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@SmallCapSnipa My pleasure, thanks for letting me use your platform to share. Also want to say, when you see this facility and appreciate the sheer scale of what $IREN is building, and extrapolate to other locations, there is just no way the company does not become a hyperscaler of its own
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@SmallCapSnipa well, I couldn’t get to Sweetwater due to time, but I did stop by Childress again on my way back to see what they could be up to on a Sunday. The place is just packed! I get the feeling this project is a 24/7 endeavor.



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WHO COULD HAVE POSSIBLY SEEN THIS COMING????? $IREN

BitcoinAIGuy@BitcoinAIGuy
$IREN destined for $200 $NBIS BULLS IN DISBELIEF THE NEXT ROTATION IS HAPPENING YOU ARE NOT BULLISH ENOUGH!!!!
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Medtech is pivoting hard from hardware and devices to AI platforms & enterprise.
The hidden crunch? Medical records + imaging are exploding. Hospitals generate ~50PB of data/year. AI makes it worse. Massive storage + power demand incoming.
That’s why I’m in $IREN. Clean, scalable data center energy built for exactly this.
Data deluge = compute winners
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@FransBakker9812 $IREN I suck at twitter, but Frans, this question is for you. You likely know most of what’s in this article but would welcome your thoughts…
wheresyoured.at/where-are-all-…
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What people really don't understand — outside of OnlyFrans subscribers — is that $IREN has 2 development sites that are very close to Sweetwater 1, and almost certainly batch zero base load 👀
As you may recall, Sweetwater 2 is going to be linked to Sweetwater 1 with a direct fiber loop 🔃
Well imagine that there are not 1, but 2 other development sites in the pipeline, that are much, much, closer to Sweetwater 1, and one of them is a potential 1GW+ site 🤯
So when you think of Sweetwater as a campus, and a flagship deployment for the DSX architecture of UP TO 5GW ‼️, you can imagine how attractive this campus is for $NVDA, future customers, but especially for $IREN to develop, and monetize.
Where other AI cloud providers are scrambling for power, turbines, and permits — IREN is able to continue to draw more power towards the Sweetwater Flagship Campus in an organic, year by year, roll-out of their portfolio, without sacrificing latency, work force, local support, regulatory approval, tax incentives, or time to compute.
Make no mistake, Stargate is a complete joke compared to Sweetwater.
$IREN IS IN THE PROCESS OF BUILDING THE LARGEST, INTERCONNECTED, AI DATA CENTER CAMPUS IN THE WORLD.
2GW is just the beginning 🤫
mon@moninvestor
$IREN being named the flagship deployment for NVIDIA's DSX architecture at the 2GW Sweetwater campus is a massive deal. This validates IREN's vertically integrated approach across power, land, data centers and GPU operations, exactly what NVIDIA needs in a partner to scale AI infrastructure globally. This gives IREN the credibility to unlock institutional financing, attract hyperscaler deals, and secure priority GPU allocation. It's in NVIDIA's own interest for IREN to succeed, because IREN SW1 site is now expected to be their flagship showcase for DSX architecture.
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@BTCvitamins $IREN Frans, I know you know most of this stuff in this article, but wanted your take. Have you seen this?
wheresyoured.at/where-are-all-…
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@Agrippa_Inv @bitcoinbutcher1 have you guys seen this article by Ed Zitron? Probably nothing you don’t know already, but worth a mention. Any thoughts?
wheresyoured.at/where-are-all-…
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@BitcoinAIGuy Fascinating article by a major AI skeptic, and the crisis behind the physical AI buildout is examined in detail. You can see how well $IREN is positioned and how crucial this scramble for capital raise is so important. wheresyoured.at/where-are-all-…
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@AbeWyse @FransBakker9812 Just look at $CRWV ‘s messed up balance sheet & then compare that to $IREN.
Two different strategies. The former is risking bankruptcy, while the latter uses equity to mitigate such risk.
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Without getting into to the $NBIS vs $IREN debate, can someone explain to me why IREN continues to hit their ATM while their competitors don't? Maybe @FransBakker9812 could explain what I'm missing?
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@thisismal_ I googled their address in Childress and drove right up to the spot
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@Augietx If you do let me know and next mining mafia spaces we’d love to have you share an update
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$IREN sneak peak from Childress 🚧
One of the main data halls under construction featuring the large scale cooling system infrastructure. The large cylinders atop the building are most likely air-cooled chiller condensers & rooftop AHU’s.
Prepping for next gen Nvidia Blackwell and beyond.
This picture was reportedly taken around 6:45 PM last evening:
“The place is buzzing. Cranes everywhere, parking lot more than half full, people going about building infrastructure”

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@SmallCapSnipa Thank you for the shout out! Definitely people have been enjoying these photos, so I will try to make it out Sweetwater. It’ll have to be on a Sunday, so not sure if I’ll run into any people, but I’d love to chat a little with anyone there and see how things are moving along
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Shout out to @Augietx for the image and updates. To see more, visit his page and be sure to toss him a follow. Thanks for the updates Augie!
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@david00477369 @FransBakker9812 It’s certainly nice to see the physical side of your investments, and see how those dollars ATM are working. It’s as if you own the land and power yourself. This facility is going to serve AI for a long time to come. Feel free to retweet any of these pics!
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@Augietx Awesome! Thx. If you get a chance pls reach out to @FransBakker9812 he has incredible insight into sweetwater and Childress. Thx again
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