5D·

𝐈𝐑𝐄𝐍: 𝟑.𝟒𝐁 USD 𝐍𝐕𝐈𝐃𝐈𝐀 𝐃𝐞𝐚𝐥, 𝟓𝐆𝐖 𝐀𝐈 𝐏𝐚𝐫𝐭𝐧𝐞𝐫𝐬𝐡𝐢𝐩, 𝐀𝐈 𝐂𝐥𝐨𝐮𝐝 𝐑𝐚𝐦𝐩

$IREN (-3,39%)

📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

• Revenue: $144.8M (Est. $219.29M) ❌

• Adj. EBITDA: $59.5M

• Net loss: -$247.8M

• Cash & equivalents: $2.6B

• $3.1B ARR currently under contract

• Targeting $3.7B ARR by end of 2026

⠀

📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬

• Signed $3.4B, 5-year AI Cloud contract with NVIDIA

• Entered strategic 5GW partnership with NVIDIA

• NVIDIA received rights to purchase up to 30M shares at $70/share

• 2026 expansion to 480MW remains on track and fully contracted

• 1.21GW AI cloud expansion currently in build for 2027

• Mirantis and Nostrum acquisitions expand software and European infrastructure footprint

⠀

💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲

“The world is structurally short compute, and the bottleneck is delivered data center and GPU capacity.”

5 Comentários

livkasmile@livkasmile

Nvidia is their lifeline for today, otherwise they would have been 40% down after these numbers..

•

MTG@MTG

@Klein-Anleger so what your Gemini spit out looked better, at least in terms of the numbers 😅

•

Olli@Olli68

I take a critical view of this. You make yourself totally dependent on your supplier.

•

jkb92@jkb92

@Olli68 However, a secure supply may be the bottleneck alongside energy. We will see.

•

livkasmile@livkasmile

@Olli68 yes... it is like: I give you a big part of my house for free, and in return I will buy your furniture (that by the way cost you much less than I would pay for it 😀) and you will not pay for energy or rent anymore. When furniture is oudated you come and offer me takeover... if this message is sold as a win so I don't understand something. Iren must really strugle with deliveries because of bitcoin revenue decrease... on the other hand Nvidia secured energy source almost for free.

•