Oli(@OInvests):Texas went blue. What does it mean for $IREN? Childress is already running Microsoft's Horizons. Sweetwater 1 is approved and underway. New Texas approvals were already paused in August. A Democratic governor may extend that. Future Texas build-outs carry more risk. However, that also makes compute scarcer, and capacity that's already approved becomes more valuable. Texas isn’t the entire pipeline: > Europe: ~300MW in Spain > Australia: 800MW at Bundey > "And Beyond", in IREN's own words Yes it’s not good news for DCs but I think $IREN will be fine.

Oli

@OInvests

AI infrastructure investor. Power, cooling, memory, networking: the bottlenecks. MA Economics | UK senior treasury analyst | Public track record since 2025

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Oli@OInvests

2026.11.04 09:00

Texas went blue. What does it mean for $IREN? Childress is already running Microsoft's Horizons. Sweetwater 1 is approved and underway. New Texas approvals were already paused in August. A Democratic governor may extend that. Future Texas build-outs carry more risk. However, that also makes compute scarcer, and capacity that's already approved becomes more valuable. Texas isn’t the entire pipeline: > Europe: ~300MW in Spain > Australia: 800MW at Bundey > "And Beyond", in IREN's own words Yes it’s not good news for DCs but I think $IREN will be fine.

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