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IREN — Ruslan Averin's Analysis · 1 entries

  1. IREN — The Bitcoin Miner That Became an AI Cloud Landlord
    ·5 min read

    IREN — The Bitcoin Miner That Became an AI Cloud Landlord

    Ruslan Averin on IREN: shares jumped 26% as $2.8B in new AI-cloud contracts and an NVIDIA 5GW partnership take the GPU-financing risk off the table.