IREN
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techIREN Co-Founder: AI's Biggest Bottleneck Is Infrastructure, Not Chips
IREN co-founder Dan Roberts outlines a vertically integrated AI strategy, arguing power, land, and data centers are the new critical constraints.
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cryptoBitcoin Miners Become Key Players in AI Infrastructure
Bernstein reports Bitcoin miners are critical AI suppliers due to their power capacity and data center real estate, with over 27 GW planned and $90 billion in AI deals.
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cryptoBitcoin Miner IREN Secures $3.4 Billion Nvidia AI Deal, $2.1 Billion Share Option
Nvidia partners with IREN for up to 5 GW of AI infrastructure. IREN stock surges then dips on earnings miss.
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techIREN Stock Surges as Company Secures $2.1B Nvidia AI Data Center Deal
IREN partners with Nvidia for up to 5 gigawatts of AI infrastructure, issuing stock warrants; shares spike on news.
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techNvidia Commits Up to $2.1 Billion to IREN in Major AI Data Center Expansion
Nvidia invests up to $2.1B in IREN, securing 5 GW of capacity for AI infrastructure, boosting shares 9%.
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techIREN Pivots from Bitcoin Mining to AI Cloud, Bernstein Lowers Price Target
Bernstein analysts cut IREN's price target to $100 while maintaining an Outperform rating, recognizing the company's strategic shift from Bitcoin mining to a major AI cloud provider with a significant Microsoft contract.
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techIREN Boosts AI Capacity by 50% with Nvidia GPUs, Eyes $6 Billion Share Sale
Data center operator IREN significantly expands its AI compute fleet with over 50,000 Nvidia GPUs, preparing for a substantial at-the-market share offering to fund growth.