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Real Estate Developer | Investor '16 | NFA Perma Bull 13x $MU 10x $APLD 8X $CIFR 5x $NVTS & more | Next $KOPN $RDW $OSS $AMPG $QS $LIDR $ACHR🧘♂️
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Japan ~1.8 GW live DC, Singapore ~1 GW, South Korea ~0.9 GW. $IREN sits on 5 GW secured.
Not the same thing — still wild scale.
Bernstein models a ~2 GW cloud buildout for $IREN by CY28E with revenue ramping up by CY29E
