Das monatliche Update von $IREN (-0,11 %) 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”.