James Chanos(@RealJimChanos):This is not the “bear case” on AI data centers…and he knows it. It’s that even when using 10 year depreciation on the GPU’s inside the data centers…the business is still uneconomic(returns below cost of capital). $IREN $CRWV $NBIS

2026.09.10 17:09

This is not the “bear case” on AI data centers…and he knows it. It’s that even when using 10 year depreciation on the GPU’s inside the data centers…the business is still uneconomic(returns below cost of capital). $IREN $CRWV $NBIS

Blockspace@blockspace

2026.09.09 20:12

$IREN CEO Dan Roberts said the bear case that AI data centers get rebuilt in 10 years does NOT apply to Iren. He said that each data center is becoming the reference design for the next. Each project is inherited in the last one’s lessons instead of starting from zero.

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