@ParadisLabs Slowing the models does not reduce demand on every single component and bottleneck. Market loves fear right now. Anthropic will still need massive compute demand as well as all other AI labs. Wall Street doesn’t fully understand the technical use of AI and what it needs properly
My biggest issue right now with $IREN is why can’t management tell us who the frontier lab is and how much the deal is actually worth?
The AI opportunity is massive but at this stage of the buildout I need much better transparency around the contracts we're being asked to underwrite.
@danroberts0101 Who is paying for all that? Shareholders. How do you plan to fund? More dilution? How about finalize a deal for sweet water 1 and get 1/2 upfront to fund. No more shareholder dilution. We have funded enough.
$IREN: 675 MW FOR 2027 UNDER NEGOTIATION — > THAT’S ALMOST 2X 2026 CAPACITY. ✅
THE SCALE-UP IS GETTING SERIOUS.
WILD TIMES AHEAD FOR $IREN. BULLS ARE GOING TO LOVE WHAT THE FUTURE HOLDS. 📈
MORE CAPACITY. MORE COMPUTE. MORE REVENUE POTENTIAL.
LONG $IREN.