NVIDIA$IREN(IREN.US)
IREN is pivoting its business at the right time. Securing 4.5 gigawatts of power is a big achievement and puts them in a strong position for the next generation of data centers.
The steady growth in AI cloud revenue shows that their strategy is starting to work.
I’m holding my position because the mix of high-density cooling technology and large-scale power access looks like a solid formula.
@Bridge Buzz SG
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