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@meridius36 "💡 $IREN Deep Dive: Power Optionality at Hyperscale TL;DR $IREN is no longer just a bitcoin miner. Its quietly becoming a top-tier power-infrastructure play with: X GW of power secured Potential revenue of $2B/year at XX% margin (co-location) Or $40B/year at XX% margin (cloud compute) Trading at a $4B market cap If they execute this is $NVDA downstream leverage for XX% less cost"
@meridius36 on X 2025-07-21 02:15:39 UTC XX followers, 64.9K engagements

"🏗 What They Do Iris Energy started as a clean-energy bitcoin miner operating in Canada and Australia with cheap hydropower. But its now pivoting into: X. High-density data centers Ideal for AI/ML training (NVIDIA GPU farms) Modular large-scale self-managed buildout X. Energy-first infrastructure XXX% renewable long-term power contracts Power costs at $0.03/kWh = massive margin advantage X. Optionality at the edge of cloud computing First phase: co-location (plug-and-play power + cooling for hyperscalers or AI startups) Next phase: fully managed cloud + AI compute"
@meridius36 on X 2025-07-21 02:18:00 UTC XX followers, XXX engagements