Aug. 6 at 4:37 PM
Why I believe
$IREN stands out among neoclouds.
My view that
$IREN could be
$NVDA’s strongest neocloud bet, ahead of names like
$NBIS and
$CRWV, comes down to strategic positioning.
Three key reasons:
First neocloud to secure a major software partnership with
$NVDA- a reported
$3.4B deal.
$NVDA’s option to invest up to
$2.1B in
$IREN - the largest commitment in the sector, with potential execution in 2026.
Selecting Sweetwater (2GW) as a flagship deployment site for Nvidia’s DSX architecture.
The bigger picture may be much larger than GPUs and servers.
The partnership between
$NVDA,
$DELL, and
$IREN could be about creating a complete blueprint for next-generation AI data center infrastructure.
The next alert is almost here.
Without notifications on, you’ll likely miss the move until it’s already underway.
