Vidyc

VidyCoin is an innovative cryptocurrency that assigns a unique VIDYC code to each coin, making it traceable, secure, and interactive.

[Small Cap Snipa @SmallCapSnipa]

🚨 JUST IN: ANTHROPIC HAS COMMITTED TO RENT MORE THAN 10 GW OF SERVER RENTALS FROM CLOUD PROVIDERS

[Vidyc @Vidy1584989]

@MSBIntel @FolksFinance the power !

[Folks Finance @FolksFinance]

Folks Finance is part of @GBBC_io’s 101 Real-World Blockchain Use Cases.

The handbook is a valuable guide for government agencies, regulators, and central banks, providing an educational resource to deepen their understanding of blockchain & digital assets.

Learn more ↓

[The Tech Investor @TheTechInvest]

$IREN could 4x by next year for these reasons:

1. Sweetwater 1 (1.4GW) was energized on time.

2. The company doubled its power capacity (2.9GW to 5.8GW; now the largest neocloud in the world surpassing $CRWV and $NBIS)

3. Announced building Oklahoma (1.6GW) data center.

4. Announced its first data center in Australia (800MW).

5. Raised its ARR from $3.4B to $4.4B.

6. Acquired Mirantis, a strategic partner of $NVDA.

7. Announced its expansion in Europe.

8. Announced its strategic partnership with $NVDA to accelerate deployment of up to 5GW of AI Infrastructure.

9. Signed a $3.4B deal with $NVDA.

10. $NVDA to invest up to $2.1B in $IREN (still an option conditional upon deployment of 600K GPUs.)

11. Sweetwater (2GW) selected as a flagship deployment for $NVDA DSX AI factory architecture.

12. Disclosed having a global pipeline.

[𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 @Agrippa_Inv]

$IREN: The cloud market's dark horse

I bet most $IREN bulls are starting to get increasingly exhausted by the price action. I certainly am.

However, as long-term investors, we should see day-to-day price action as nothing more than noise.

$IREN is particularly "noisy," which makes it an especially difficult hold. Yet in times like these, it's important to step back and refocus on the company's fundamentals rather than let price action sway one's emotions.

And the way I see it, $IREN's competitive standing is rapidly improving.

I recently came across an interesting research report by Goldman Sachs that highlighted the discrepancy between planned data center capacity and realized capacity.

Out of the ~18 GW planned to be commissioned over the past 6 quarters, only about ~11 GW actually got built.

Not only is the gap between planned and realized capacity rapidly widening, but the rate at which new capacity is coming online has actually declined over the past couple of quarters.

Much of this discrepancy comes down to power continuing to be a major bottleneck.

As grids get more and more constrained with lead times reaching 5+ years, many developers are moving toward behind-the-meter (BTM) generation (on site power generation), circumventing the need for grid connectivity.

Yet that comes with its own set of problems and bottlenecks. The end result is an increasing amount of delays and outright project cancellations.

This industry backdrop plays directly into the hands of $IREN, which now has 5.8 GW of secured grid-connected power across global jurisdictions.

The only reason the industry is switching toward BTM is that it's the only option if you don't want to wait in multi-year queues to secure grid connections. But don't get it twisted, grid-connected power remains the preferred option.

$IREN is in a unique position to capitalize on this structural bottleneck and become one of the few cloud providers that can actually bring on 5+ GW of compute capacity over the coming years.

I'd even go as far as saying that this structural advantage is the primary reason the $NVDA partnership came to be.

While $NVDA undoubtedly remains king of the hill, even they face a real dilemma that could cause cracks in their growth trajectory.

On the supply side, they have to come to terms with the fact that the gap between planned and realized data center capacity is widening, while the trend of new capacity coming online is actually decelerating.

This is the issue I just flagged, and it could act as a potential growth bottleneck for $NVDA, since fewer builds means fewer GPU sales.

Layered on top of this is the demand side. It's perfectly clear that demand for $NVDA's AI hardware remains insatiable. However, when looking closer, it's also apparent that competition is increasing.

Pretty much every hyperscaler is working on their custom chips (TPU, Trainium, Maia, MTIA), and not exclusively for internal use cases anymore, but increasingly to service the compute needs of large AI labs. Anthropic alone has signed deals worth billions for Google TPU and AWS Trainium capacity.

Then you obviously have the likes of AMD and Cerebras directly competing against the AI giant, trying to claim market share.

Taken in aggregate, these two issues could gradually lead to a growth problem for $NVDA if not addressed.

This is exactly where $IREN comes in.

They've got the largest secured power portfolio of any neo-cloud at 5.8 GW and growing fast, they develop 100% of their data centers themselves, and they're not building competing silicon.

That makes them the most reliable demand outlet $NVDA can partner with at scale.

The Sweetwater partnership, positioning the 2 GW campus as a "flagship DSX deployment," isn't $NVDA doing $IREN a favor. It's $NVDA solving its two biggest problems at once.

I'm sure you know the popular saying that "history never repeats, but often rhymes." I think today's neo-cloud market is somewhat similar to the dot com era search engine war.

Back then, the front-runners leading the race were AltaVista, Excite, and Yahoo, while Google was a latecomer that ultimately came out on top.

Today, the vast majority of investors in this space are declaring either $CRWV or $NBIS the obvious winners in the race to become the next hyperscaler.

However, I believe the real dark horse that the mainstream doesn't give much credit to is $IREN.

I believe they have all the ingredients to leapfrog every competitor in a short amount of time, in large part due to their structural advantages and pursuing the right long-term strategy from the get go.

The asset-light model, which both $CRWV and $NBIS have been leaning into, doesn't work well in capital-intensive industries, at least not over the long run.

It's somewhat of an oxymoron, since it seems intuitive that one way to circumvent some of the CapEx burden is to outsource from colocation providers.

Yet that approach leaves you with less control, less flexibility, and ultimately higher costs in aggregate in the form of operating expenses (the landlord also has to earn $).

I studied the Bitcoin mining industry for years, and the asset-light model was once a popular strategy around the 2021 bull market. While it proved to be a strong growth lever, it ultimately ended up being a disaster for anyone who adopted it.

Companies like $MARA are the perfect example.

$MARA heavily adopted the asset-light model and grew to become the largest $BTC miner, yet ended up as one of the most unprofitable public miners of all, leading to significant value destruction for shareholders over time.

Once it became obvious that asset-light wasn't a sustainable strategy, $MARA tried to pivot away from it by increasing self-deployments. But developing infrastructure in-house is a much harder discipline to master, and you don't simply switch into it overnight.

$IREN ultimately won the mining race last cycle by doing the exact opposite of $MARA from the start.

They developed all of their data center infrastructure in-house, backed by a seemingly unlimited pipeline of secured power, which ended up making them the fastest growing and most profitable miner of all time.

While the cloud sector has significant differences from the mining industry, the primary drawbacks of the asset-light model carry over.

Over time, it will become obvious to Wall Street and the broader market that this strategy sounds great in theory, but in practice leads to a stack of operational issues and severe margin compression.

Out of the two current front-runners, $CRWV and $NBIS, I think Nebius will do better. They've at least started moving toward a more diversified mix of self-owned capacity rather than purely relying on hosted colocation, which is the right direction even if they're still early in that pivot.

That said, as the $MARA example showed, developing in-house gigawatt projects at scale is not something you learn overnight.

It's clear to me that a player like $IREN, which has been building this discipline from day one, has the most realistic pathway toward sustained, profitable growth in this space.

In my view, $IREN is the dark horse that will end up winning the race. Thus overthinking today’s price action wouldn't do me any favors.

Cheers guys, have a great weekend! ✌️

[investing @DollarCostAvg]

Going to be installed at $IREN SweetWater 1 site 👀

[DNV999 @DNV99999]

$IREN And OKLAHOMA is also Fully APPROVED.

[Vidyc @Vidy1584989]

@IREN_Ltd @danroberts0101 @BloombergTV In today’s market, land, power, and skilled labor are incredibly scarce. Having all three is what sets @IrenLimited apart. With secured resources and a top-tier team, they are delivering next-gen data centers right on schedule. It’s only a matter of time. 🚀⚡️ #DataCenters

[Vidyc @Vidy1584989]

Having skilled workers is crucial for building @IrenLimited's infrastructure, especially amid US labor shortages. Thanks to its highly qualified team, Iren is delivering its cutting-edge data centers successfully and right on schedule. 🚀🏗️ #DataCenters #Infrastructure #IA

[The Big Degen @TheBigDegen]

Excellent post … this is why I’m super BULLISH on $IREN 🔥🔥🔥

[Money Qubit @moneyqubit]

$IREN - the angle most investors miss:

Q3 results revealed an interesting split:

✅ BTC mining revenue: $111.2M
✅ AI Cloud revenue: $33.6M
✅ BTC = 77% of total

People are short IREN because "AI revenue is small."

They're missing the play.

BTC mining isn't the legacy business.

It's the cash engine quietly funding the AI buildout.

Every block mined = GPUs deployed.
Every BTC sold = capex covered.
Every quarter = transition accelerates.

This is the patient bull case.

[TheGentleTraveler @LeaderInvests]

Many people want $IREN to succeed and move UP.

But in order for $IREN to ramp FAST they need $$$.

Do you prefer direct dilution from the ATM or a convertible note delaying dilution at to be decided HIGHER prices?

Management of $IREN is totally on it to grow and make use of all the opportunities in the market.

If you don't like this don't invest in such names.

They're growth stocks for a reason.

Embrace the volatility.

I'm riding the trend.

[Vidyc @Vidy1584989]

@IREN_Ltd @nvidia Increíble.

[Vidyc @Vidy1584989]

@Trade_The_News Howwwew no me lo creo!!! Impresionante!

[Vidyc @Vidy1584989]

@unusual_whales @IREN_Ltd es la solución a los problemas

[Vidyc @Vidy1584989]

@NunezFeijoo Que la reapertura la page Trump que para eso se a metido en la guerra el solo.

[Vidyc @Vidy1584989]

@johnsixx256 1000 millones menos para sanidad pública educación y las tan amadas carreteras. Esto es lo que se sabe y otras cosas que ni se sabrán. Y al autónomo y al emprendedor a joderle

[Vidyc @Vidy1584989]

@Elissamaiss Es igual, no lo va a aprovechar

[Vidyc @Vidy1584989]

@investmattallen Iren

[Vidyc @Vidy1584989]

@alandete Como nos gusta publicar cosas sin contrastar. Es mejor la inmediatez y ser el que más likes tienes que decir la verdad. Periodismo en estado puro