The Fundamentalist(@funmenati):$IREN People don’t get it A lot of people that are not familiar with the "neocloud" space that much are complaining about $IREN not announcing a big deal since September last year. This was never the issue, these big hyperscaler/frontier AI lab deals are much worse than signing several smaller enterprise customers. The biggest customers usually want to sign long-term deals (~5yrs) with fixed revenue per MW, which we now know to be a terrible allocation of your capacity as demand keeps growing faster than supply.

The Fundamentalist

@funmenati

$NBIS, $IREN, $NVDA, $OSCR, $HIMS, $BMNR Bull European investor in love with fundamentals

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The Fundamentalist@funmenati

2026.08.27 22:26

$IREN People don’t get it A lot of people that are not familiar with the "neocloud" space that much are complaining about $IREN not announcing a big deal since September last year. This was never the issue, these big hyperscaler/frontier AI lab deals are much worse than signing several smaller enterprise customers. The biggest customers usually want to sign long-term deals (~5yrs) with fixed revenue per MW, which we now know to be a terrible allocation of your capacity as demand keeps growing faster than supply.

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