[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Frans Bakker [@FransBakker9812](/creator/twitter/FransBakker9812) on x 6937 followers Created: 2025-07-17 12:28:03 UTC I think $IREN already has a partnership with $NVDA. They are general partner, not preferred right now. Preferred should come as revenue reaches a certain treshold. (e.g. buying a certain $ of GPUs). From their latest HGX B300 purchase we can safely assume that they are amongst the first ones to receive these. ( $NBIS for example is still waiting for HGX B200s). The growth of the cloud is strategic, the pace is not important during the hopper-era, with Blackwells having almost 15x the inference throughput vs a H100: So it's better to be a late mover in that regard. I'm sure that $IREN will scale up their B300 and GB300 a lot faster than they did with the hoppers. This can already be concluded after their recent purchase of XXXXX Blackwells, which was more than their entire Hopper fleet in a single purchase. TL;DR, we shouldn't look back, but look ahead. The real growth is ahead, and we are here to witness it.  XXX engagements  **Related Topics** [nvda](/topic/nvda) [iren](/topic/iren) [$iren](/topic/$iren) [$nvda](/topic/$nvda) [stocks technology](/topic/stocks-technology) [$nbis](/topic/$nbis) [Post Link](https://x.com/FransBakker9812/status/1945822805939077440)
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Frans Bakker @FransBakker9812 on x 6937 followers
Created: 2025-07-17 12:28:03 UTC
I think $IREN already has a partnership with $NVDA. They are general partner, not preferred right now. Preferred should come as revenue reaches a certain treshold. (e.g. buying a certain $ of GPUs). From their latest HGX B300 purchase we can safely assume that they are amongst the first ones to receive these. ( $NBIS for example is still waiting for HGX B200s). The growth of the cloud is strategic, the pace is not important during the hopper-era, with Blackwells having almost 15x the inference throughput vs a H100: So it's better to be a late mover in that regard. I'm sure that $IREN will scale up their B300 and GB300 a lot faster than they did with the hoppers. This can already be concluded after their recent purchase of XXXXX Blackwells, which was more than their entire Hopper fleet in a single purchase. TL;DR, we shouldn't look back, but look ahead. The real growth is ahead, and we are here to witness it.
XXX engagements
Related Topics nvda iren $iren $nvda stocks technology $nbis