@TheTechInvest Hope IREN would secures sovereign compute contracts with Canada, Australia, the UK, or other governments/public-sector entities, and discloses the revenue size, contract duration, gross margin, and deployment location at 202X.
Broadcom just validated the real AI bottleneck:
Not chips.
Power.
GW-scale orders mean AI electricity demand is structural, not speculative. Companies with massive power, land, and grid access are no longer “energy stories.”They’re becoming AI infrastructure stories. $iren
You can use now Codex in Claude Code 🤯
OpenAI has dropped a plugin that lets you run Codex directly inside Claude Code.
Code reviews, adversarial reviews, background tasks…one command to install:
/plugin install codex@openai-codex