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Green Light for IREN's Largest Project in Spain

$IREN (-4,23%) acquired the Spanish data center developer Ingenostrum in June, marking its entry into the European market— with approximately 490 MW of secured, grid-connected capacity.

The largest single project resulting from this acquisition has now taken a step forward: For Nostrum Evergreen in Badajoz , the regional government of Extremadura has now approved the power connections.


Project overview:

  • Installed capacity: 300 MW via the Riocaya substation
  • Investment: ~1.9 billion €, of which 12.7 million € is for the substation
  • Area: ~200,000 m²
  • Expansion plan: 150 MW in the first phase, 300 MW starting in 2029, up to a total of 500 MW starting in 2031


For IREN, this means: The electricity supply for Europe’s largest facility is officially secured; the second expansion phase of 300 MW is scheduled for 2029, and full operation is planned for 2031—a completion date for the first phase of 150 MW has not yet been announced.

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https://www.datacenterdynamics.com/en/news/nostrums-data-center-in-badajoz-gets-the-green-light-for-electrical-connection/

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3 Commenti

immagine del profilo
For me, what’s becoming increasingly interesting about $IREN is how individual projects are slowly coming together to form a true global infrastructure story. The next 2–3 years should show just how well IREN actually manages to pull this off.
How much potential do you see for IREN as a result of its expansion into Europe?
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immagine del profilo
@LinsetreexL I believe IREN’s main short-term potential lies in Childress and Sweetwater. Europe and Australia are still a long way off, but an official permit is excellent news and a very valuable asset for the future!

~300 MW of connected and operational AI infrastructure currently represents ~67% IT load, corresponding to ~$4–5 billion in ARR ($20–25 million per MW per year).

When you compare that to the current valuation (~$18 billion) and the current ARR of ~$4 billion, you realize just how much potential IREN still has—at ~5 GW.
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Sorry. I made some money on Ireland, but I've gotten out. Buy at the low, sell at the high. Somehow, there's no consistent trend. 🤷🏼‍♂️ Back and forth
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