Blockspace
@blockspace
Compute's daily publication covering the companies financing, powering, and building the AI infrastructure boom.
Live weekdays at 1p EST
Joined February 2018
253 Following 14.2K Followers
$IREN debt stack is maturing in real time
• $25-30B CapEx forecast
• 14B cash + committed financing/prepayments
• Ability to debt-finance finished builds
