Travis Lambert

[Daniel Roberts @danroberts0101]

Nine months ago we signed a contract. Today Microsoft has accepted delivery of Horizon 1: 50MW of direct-to-chip liquid cooled AI infrastructure, built, commissioned and handed over.

A greenfield build of this scale typically takes 2-3 years. Owning the land, the power, the substations and every workstream in between is how you compress that.

Proud of the 3,000+ people on site who make it happen. Three more Horizons to go this year.

[IREN @IREN_Ltd]

Vertical integration sets $IREN’s AI Cloud platform apart.

Construction discipline is what makes it possible.

In British Columbia, Texas, and soon Oklahoma, we’re building the future of AI infrastructure end-to-end: from grid-connected power to data centers to compute.

[IREN @IREN_Ltd]

$IREN today reported its Q2 FY26 results.

Key highlights:

✔️$3.6bn GPU financing secured for Microsoft contract

- Interest rate of <6% p.a.
- Together with Microsoft prepayment ($1.9bn) covers 95% of GPU-related capex

✔️Targeted 140k GPU expansion on track to deliver $3.4bn ARR by end of CY26

- Horizon 1-4 construction progressing to schedule
- British Columbia AI Cloud expansion ongoing, with ~$0.4bn ARR now under contract for Prince George and remaining contract negotiations supporting >$0.5bn ARR

✔️New 1.6GW data center campus in Oklahoma

- Increases secured grid-connected power to >4.5GW
- Grid-studies complete, with power scheduled to ramp from 2028
- Large scale site (2,000 acres) with low latency network connectivity

@danroberts0101 Co-Founder and Co-CEO of IREN, commented

“Last quarter marked meaningful progress across capacity expansion, customer engagement, and capital formation, reflecting IREN’s progress as a scaled AI Cloud platform,” said Daniel Roberts, Co-Founder and Co-CEO of IREN.

“We are seeing the strongest demand environment to date, and importantly, that demand is being met by a proven execution capability. Over several years, we have consistently delivered data center capacity on time and at scale, and that delivery track record continues to resonate with customers who value reliability alongside performance.

With more than 4.5GW of secured power, we are able to advance a broad set of opportunities in our pipeline and support the next phase of growth. Our $3.4bn ARR target represents an early stage of monetization relative to the size of our secured power portfolio, highlighting the scale of the platform we are building.”

$IREN management will host a webcast to discuss these results at 5:00pm ET today, which can be accessed here: https://t.co/m8DrgmcTM2

[Travis Lambert @mtlamb24]

@TuckerCNews Yes

[Travis Lambert @mtlamb24]

@coachcasey13u Your an Ass Clown!!!!🤡 - Can't wait to see what other "Richard Cranium" type of Coaching tips you entertain us with next.. #yourajoke

[Travis Lambert @mtlamb24]

@coachcasey13u @coachcasey13u Don't know if your for real or not......but if by chance you are - what a D bag thing to do. Nothing respectable about your actions. Doesn't matter if your team is playing in Elite Showcase Tourneys all over the country or B Bracket Tourneys. Get a Grip! #doright

[Travis Lambert @mtlamb24]

Wow!!

[Baseball Central™ @BaseballCentraI]

When your crush takes the date out of their bio

[Troy Silva @TroyPSilva]

Most hitters these days DON’T need a swing overhaul...
Most need a:
-Mental toughness overhaul
-Mental confidence overhaul
-Mental aggression overhaul
-Mental adjustment overhaul
-Mental over-analytic overhaul
Sometimes an overhaul is necessary, but fix the 🧠 1st!
#BaseballTruth

[Baseball Central™ @BaseballCentraI]

Never Forget when the Royals’ first round pick Brady Singer got his parents a pretty cool Christmas gift

[Travis Lambert @mtlamb24]

@CoachMongero Such a powerful message for whatever you set your mind to in life. Thanks for sharing.

[Travis Lambert @mtlamb24]

Such a powerful message and mindset.......

[Baseball Bros @BaseballBros]

Chris Coghlan shares some wisdom with Ole Miss baseball players about overcoming adversity. This is a must listen 🙌🙏 (via @OleMissBSB)

[Bush Leaguer @BushLeague101]

greinke responds to the ‘soto shuffle’

[FOX Sports @FOXSports]

😱 @USAGym legend @Simone_Biles has changed the first pitch game forever!

[Travis Lambert @mtlamb24]

Gut check...........

[Bonneville Bees Baseball @bonnbeesbasebal]

Which guy are you???

[Travis Lambert @mtlamb24]

Spot on......👍

[Trent Mongero @CoachMongero]

We play sports for reasons much deeper then trophies, rings, or attaining an athletic scholarship. Yes we play to win &amp; be our very best, but in the end, the takeaways are memories, friendships &amp; skill sets that prepare for a successful life after roars of the crowd fade away.

[Melania Trump 45 Archived @FLOTUS45]

A great first day in #WY. Met w/ Jackson District @boyscouts at the elk antler arches in town square learning about their conservation efforts w/ Nat’l Elk Refuge. Explored Snake River w/ 4th graders seeing lots of natural beauty. @NatlParkService #EveryKidOutdoors #BeBest

[Bonneville Bees Baseball @bonnbeesbasebal]

October 1st...
Today is the day that separates the baseball guys from the guys who play baseball. The next 4 months are what set you apart. Put in the work! Hit the weight room hard! Get mentally stronger too! DO NOT get outworked by anyone! Win every day!!!
#winnersonly #earnit

[Travis Lambert @mtlamb24]

Well said - Coach 👍!!

[Idaho Falls Bandits (Est 2012) @Ifbandits]

A thank you letter from Coach Alexander.

[Philadelphia Phillies @Phillies]

🎶 I COULD SPEND MY LIFE IN THIS SWEEP SURRENDER
I COULD STAY LOST IN THIS MOMENT FOREVER 🎶

#RingTheBell

[Travis Lambert @mtlamb24]

Congratulations Idaho Falls Bandits on becoming the Northwest Region American Legion Champions and punching your ticket to the World Series in Shelby, NC. #winnersonly #comfortablewiththeuncomfortable #represent #Idaho