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![moneyqubit Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::958913962107592704.png) Money Qubit [@moneyqubit](/creator/twitter/moneyqubit) on x 1415 followers
Created: 2025-07-16 17:14:56 UTC

AI Infrastructure Showdown: $IREN vs $NBIS

Two explosive data center plays. Two very different paths.

🔵 $IREN – The Tesla of Compute
• Scaled 50× in X years
• Owns land, power, & infra
• Liquid-cooled AI campuses
• Dual engine: Bitcoin + AI
• 2.9GW grid secured = serious moat

🟣 $NBIS (Nebius) – The Palantir of AI Cloud
• XXX% revenue growth YoY
• From X to 90MW in XX months
• Ex-Yandex hyperscale team
• Software-first, GPU orchestration focus
• Lean, fast, & aggressively expanding globally

My take:
• $IREN is the infrastructure king with process power & optionality
• $NBIS is the software-native disruptor with hyperscale upside

I hold both. $IREN for the moat. $NBIS for the velocity.


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945532616641581313/c:line.svg)

**Related Topics**
[iren](/topic/iren)
[quarterly earnings](/topic/quarterly-earnings)
[palantir](/topic/palantir)
[infra](/topic/infra)
[data center](/topic/data-center)
[coins ai](/topic/coins-ai)
[money](/topic/money)
[$iren](/topic/$iren)

[Post Link](https://x.com/moneyqubit/status/1945532616641581313)