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Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:
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$IREN achieved NVIDIA-verified Exemplar status on a 19k GB300 cluster in a record 14 months And that was their first cluster at scale $CRWV, Crusoe and Boost Run don't have Exemplar status on GB300s Yet I'm supposed to believe $IREN is helpless at deploying clusters?
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