Das monatliche Update von $IREN (+1,12 %) kam heute per Mail, sieht weiter top aus 🌞.

• Record monthly revenue ($86m) and hardware profit ($66m)
• AI Cloud expanded with 2.4k NVIDIA B200/B300 GPUs
• Initial B200 shipment completed and fully contracted
• 50MW Horizon 1 liquid-cooled AI data center on track for Q4’25
• Mackenzie fiber upgrade complete, further enhancing our ability to support continued growth of AI Cloud beyond Prince George
• 1,400MW Sweetwater 1 civil and electrical works continuing

Management Commentary

“We delivered another month of record revenue of $86m and record hardware profits of $66m in July, supported by strong Bitcoin mining economics and continued demand for our AI Cloud services,” said Daniel Roberts, Co-Founder and Co-CEO.

“We are observing accelerating interest in our newly procured Blackwell GPUs, with the initial delivery of 256 B200 GPUs already contracted. Our ability to run ASICs and GPUs side-by-side at Prince George underscores the adaptability of our infrastructure and our ability to capture the market opportunity ahead”.

$IREN (+1,12 %)

Hallo liebe Interessenten,

ich bin seit längerer Zeit im Reddit r/irenstocks unterwegs und heute wurde ein „Interview“ mit Mike Power, Vice President of Investor Relations bei IREN veröffentlicht. Spannende Aussagen und eine weiterhin positive Aussicht.

@BamBamInvest für dich bestimmt auch besonders interessant. 🤓

Is IREN exploring pipeline deals outside of Texas? 

Yes, we continue to evaluate opportunities beyond Texas where we can leverage our infrastructure capabilities and expand our platform. That said, Texas remains a strategic hub for us given the scale of the grid-connected power we’ve already secured there.

Given how oversubscribed the $500M offering was, is this the model you expect to follow for future buildouts? 

We were encouraged by the strong investor demand for our recent convertible note offerings, which we view as a clear validation of our long-term strategy. The structure of future capital raises will depend on the specific use of proceeds, project timelines, and prevailing market conditions. We’ll remain disciplined in our approach, aiming to align capital deployment with our growth roadmap while optimizing our mix of debt and equity. We’ve also appointed a new Chief Capital Officer, Anthony Lewis, to lead this effort, with a clear focus on advancing our debt financing strategy.

How is IREN deciding on the mix between bitcoin mining, colocation, and HPC services (AI)? 

We’re focused on maximizing returns and capital efficiency across our platform. As Dan has noted on prior earnings calls, our goal is to deliver strong shareholder value—not to pursue any single use case at the expense of flexibility. That’s why we designed our infrastructure to be workload-agnostic. The allocation between mining, cloud and colocation will ultimately be driven by market dynamics. At present, we’ve paused any expansion of our mining footprint to prioritize the growing set of opportunities we’re seeing across the AI infrastructure stack.

How will IREN handle inference workloads in AI given the demand for low-latency performance?

We are already supporting both training and inference workloads through our cloud service at our Prince George site, which achieves sub-20 millisecond round-trip latency to the nearest hyperscaler region. Our Texas sites in Childress and Sweetwater are strategically located along major fiber highways, delivering ever quicker round-trip latency of under 10 milliseconds to the nearest hyperscaler region in Dallas.

Is IREN focusing on hyper-scalers or smaller companies for a major HPC deal? Is the goal for this deal to be signed within 2026? 

We are already supporting a diverse set of customers through our AI cloud and are actively engaged in discussions across the customer spectrum for a broad range of AI infrastructure opportunities, including colocation. Given the scale and capacity of our sites, they are naturally of particular interest to larger counterparties seeking long-term solutions with the ability to scale efficiently.

Is the Nvidia Lepton model a likely direction for IREN’s high-performance computing (HPC) strategy? 

As an NVIDIA partner, we closely monitor developments across their ecosystem, including initiatives like Lepton. It represents one potential avenue for the continued growth of our cloud business.$

$IREN (+1,12 %)