BlindGuyMcSqueezy
66 posts
$IREN is expected to handoff Horizon 1 to Microsoft sometime during Q3 with rumors of a July 19th target circulating on X following RAISE summit ⚡️
This is the first 75 MW of their 300 MW AI cloud deal
Liquid-cooled Blackwell infrastructure is getting closer to coming online at Childress
Blockspace@blockspace
Is $IREN going to get a deal with Anthropic in Australia? TL;DR: it's possible but there's better candidates. IREN is still on the shortlist of 5 candidate companies!
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OnlyFrans Subscriber Space 7/2/2026 x.com/i/spaces/1RJjp…
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@danroberts0101 @warriors You absolutely deserve to get flamed for this.
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IREN is building AI infrastructure at gigawatt scale. Becoming the provider customers think of first takes more than building it. It takes presence where decisions get made.
Our Golden State Warriors (@warriors) partnership brings us deeper into the Bay Area AI ecosystem: closer to the customers, partners and talent shaping what's next.
As we serve a widening base of enterprises, AI labs and startups, that presence is how IREN stays in the conversations that matter.
Bloomberg@business
Australia-founded IREN will have its logo featured on the jerseys of the Golden State Warriors starting next season, the latest sign of the AI data center boom going mainstream bloomberg.com/news/articles/…
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@blindmcsqueezy2 @Atzaran3 @bitcoinbutcher1 They do on LinkedIn when it's the people at Mirantis posting.
The official account doesn't mention $IREN, I think until the acquisition closes.
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@amccurley @0xLuxi 1.3mil in SPYI is like $160,000k a year. If you can’t live off that and travel you suck.
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@0xLuxi Not materialistic but I love to travel. So 1.3 is not even close
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@_Sgr_A_Star @jiahanjimliu @BTCvitamins @shaunmmaguire @bitcoinbutcher1 Where do you pull this from? Nice table. Is the only way to update it waiting for quarterly earnings?
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SpaceX just quietly amended its S-1 announcing another mega deal
$920M/month from Google from October 2026 through June 2029
With both parties being able to terminate the agreement with 90 days notice
Things are getting exciting 🚀
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@StockTrader_Max If they follow their buildout plans contracted ARR should easily be $10B end of 2027
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At $100 per share, $IREN’s market cap would be approximately $35.74 billion.
Analysts expect revenue to be +$10 billion FY 2030..
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@Lazarus_Capital @mikealfred Where are they at in building out their critical power infrastructure, dumbass? How much of that contracted power is actually energized?
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inspired by @mikealfred
$NBIS $IREN
Nebius: $345m Quarterly Revenue (All AI)
IREN: $125M Quarterly revenue (73% from BTC mining)
Nebius: 4GW+ contracted power
IREN: ~5GW contracted power
Nebius: $51B valuation
IREN: $22B valuation
Value investing is hard!
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$IREN’s X account oddly quiet after ramping up posts after the Awaken aqui-hire. Something big coming?
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@SixStockThesis @chinoalemano They literally just announced a 3.4 billion deal with Nvidia.
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@chinoalemano When is this next $IREN deal? Investors have waited a long time
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I'm not an $IREN bull.
If anything, I'm $DGXX bull.
I even agree with a lot of the $NBIS takes out there, including Serenity's, which IMHO is pretty smart.
But if there's no deal involving IREN tomorrow, I won't post about IREN again until there is one.
For me it's 90% there's gotta be one tomorrow.
Let's see if I'm the new Sylent Trade but with 100% winrate.
ChinoAleman@chinoalemano
Anthropic: $NVDA, we need compute, like 2, up to 5GW. NVIDIA: we just sell GPUs, nothing more. Anthropic: nah, we don't want to search where to plug your GPUs, $AMD offered to help us. NVIDIA: hold on, signs with $IREN. Now we have compute. Hypothetical scene. Pure speculation, just for fun.
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