Turb0Killer

[IREN @IREN_Ltd]

IREN has announced a planned 800MW data center campus in Bundey, South Australia. 

This marks IREN’s first announced Australian data center project and one of the largest in the Asia-Pacific region announced to date.

Learn more: https://t.co/3bOYCUG3pk

[Daniel Roberts @danroberts0101]

𝐓𝐡𝐫𝐞𝐞 𝐋𝐚𝐲𝐞𝐫𝐬. 𝐎𝐧𝐞 𝐂𝐨𝐦𝐩𝐨𝐮𝐧𝐝𝐢𝐧𝐠 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞. 𝐓𝐡𝐞 𝐈𝐑𝐄𝐍 𝐓𝐡𝐞𝐬𝐢𝐬.

There's been a lot happening at IREN recently.

Expansion across North America, Europe and Asia-Pacific.

The NVIDIA partnership.
The Mirantis acquisition.
New GPU deployments.
New customer discussions.
A growing global footprint.

Underneath all of it is a fairly simple view of where the world is heading, and a deliberate strategy for how we position IREN within it.

That strategy is built on three layers. Together, they compound into a structural advantage that gets harder to replicate every quarter we execute.

Layer 1: Physical infrastructure. Power, land, substations, data centers, cooling. The foundation that everything else sits on.

Layer 2: Compute infrastructure. The GPUs, servers and networking that go inside those buildings. Deployed at scale. Generating revenue. Building execution track record.

Layer 3: Software and operational capability. The orchestration, deployment tooling and enterprise expertise that makes the first two layers work harder for customers, and opens the door to a broader, higher-value market over time.

Layers 1 and 2 are where the overwhelming majority of IREN's value is being created today. Layer 3 is where that advantage compounds further over time, but only because Layers 1 and 2 are built, owned and controlled at scale by IREN, not subscale nor contracted from a third party.

Think of Amazon. They didn't win e-commerce by building a great website. They won it by controlling the fulfilment infrastructure at a scale nobody else could replicate. The foundation you don't control becomes the ceiling on your business.

That is exactly how we think about IREN. The physical infrastructure - the land, the power, the substations, the data centers - is owned and controlled by us. The compute deployed into it generates the revenue and execution track record. And the software, orchestration and enterprise capability we are more methodically building on top is what turns the total product into a vertically integrated AI Cloud platform that compounds over time and deepens into a competitive moat.

AI is still early. The bottleneck is increasingly physical. And we have spent eight years building the foundations.

[Turb0Killer @raph_41]

RT @IREN_Ltd: $IREN today reported its Q3 FY26 results.

Key highlights:

✔️$3.4bn AI Cloud contract & 5GW strategic partnership with @nvid…

[Turb0Killer @raph_41]

@IREN_Ltd @nvidia Let's go 🚀

[IREN @IREN_Ltd]

IREN and @nvidia have announced a strategic partnership to accelerate deployment of up to 5GW of next-generation AI infrastructure. The companies have also signed a $3.4bn contract under which $IREN will provide AI infrastructure cloud services for NVIDIA internal AI and research workloads.

https://t.co/MLV0KZuPOA
https://t.co/ql0JNikfJ1

[Turb0Killer @raph_41]

@m6info @ParfaitFloranne @erguil91 Visiblement vieillir c'est comme le vin, soit on se bonifie (sagesse), soit on devient aigre.

[Turb0Killer @raph_41]

@ieamii Mon dieu que c'est triste. 🙂

[Turb0Killer @raph_41]

@MadsPosting Alcoholism is the only ideology that makes you honest after a few drinks. The others are based on lies.

[Turb0Killer @raph_41]

@hikingshawty This is where i want to live. 🥲

[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

[Turb0Killer @raph_41]

@alc2022 Never reveal your next move to your opponent.

[Turb0Killer @raph_41]

@moninvestor All these deals with the hyperscalers never existed. 😂

[Turb0Killer @raph_41]

@EventuallyWLTHY AI stock are not for beginners.

[Turb0Killer @raph_41]

@NighthawkTradez It's over, we're entering a bear market. 😂

[Turb0Killer @raph_41]

@moninvestor $IREN x $META ? 👀

[Turb0Killer @raph_41]

@Umbisam This is crazy how market can be irrational.

[Turb0Killer @raph_41]

@JulienTechInvst @Im_Specter @R1_Erwann C'est clair, à croire que les gens vont allez s'embêter à demander tout les jours à chatGPT de leur faire un cours personnalisé, c'est tellement contre-intuitif.

[IREN @IREN_Ltd]

$IREN today reported its Q1 FY26 results.

Key highlights:

- Targeting $3.4bn in AI Cloud ARR by end of 2026 (expansion to 140k GPUs)
- Secured $9.7bn contract with Microsoft: 5-years, 20% prepayment, $1.9bn ARR contribution
- New multi-year contracts supporting growth to target AI Cloud ARR of >$500m by end of Q1 2026, including with Together AI, Fluidstack and Fireworks AI

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

“IREN continues to execute with discipline, delivering record results this quarter and meaningful progress in our AI Cloud expansion.

We secured several new multi-year contracts, including a landmark partnership with Microsoft, which solidifies IREN’s position as a leading AI Cloud Service Provider and expands our reach into new hyperscale customer segments.

Looking ahead, our announced expansion to 140k GPUs represents only 16% of our 3GW grid-connected power portfolio, providing ample capacity to continue scaling IREN’s AI Cloud platform and drive long-term value creation.”

Press release: https://t.co/yYofCnuSZP

$IREN management will host a webcast to discuss these results at 5:00pm ET today, which can be accessed here: https://t.co/xSTnq0Sqd7

[Turb0Killer @raph_41]

@alc2022 This advice is worth far more than $14,999.

[Turb0Killer @raph_41]

@KashRamki @bitcoinbutcher1 👀