Shay Boloor(@StockSavvyShay):$IREN has by far the most uncontracted power in the group with 2,000 MW (~40% of the ~5.2 GW total) and about double $CIFR at 1,000 MW with $GLXY at 830 MW, $CLSK 585 MW, $MARA 480 MW and $CORZ 274 MW. Approved power is becoming one of the scarcest assets in AI and same megawatt can generate ~5x more revenue as GPU cloud than traditional colocation. That gives IREN a lot more upside if it can keep turning those 2 GW into higher value AI contracts.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.10.04 14:59

$IREN has by far the most uncontracted power in the group with 2,000 MW (~40% of the ~5.2 GW total) and about double $CIFR at 1,000 MW with $GLXY at 830 MW, $CLSK 585 MW, $MARA 480 MW and $CORZ 274 MW. Approved power is becoming one of the scarcest assets in AI and same megawatt can generate ~5x more revenue as GPU cloud than traditional colocation. That gives IREN a lot more upside if it can keep turning those 2 GW into higher value AI contracts.