المنشور
taishiro
Meanwhile, Bitcoin mining revenue declined to $28M from $67M, while AI Cloud is increasingly driving the business.
The bigger story here is the speed of the transition. IREN is moving beyond its identity as a Bitcoin miner and building out a much larger AI infrastructure business, backed by long-term customer contracts, GPU deployments and significant revenue commitments.
Execution and delivery will matter more than headline projections from here.
#IRENQ1AICloudDelivery
taishiro
There's also tangible progress on the Microsoft partnership. Horizon 1 is now live, with NVIDIA Exemplar Cloud status on GB300 NVL72.
One adjustment to the timeline: IREN's fully funded $4B+ contracted ARR target has moved from year-end 2026 to January 2027, potentially extending into February, following a customer-requested network reconfiguration and supplier timing.
#IRENQ1AICloudDelivery
إخلاء المسؤولية: يُقدَّم محتوى OKX Orbit لأغراض إرشادية فقط. اعرف المزيد
الردود
لا تعليقات حتى الآن. كُن أول من يرد!
العملات الرقمية الرائجة
BTC/USDTBitcoin
$74,588.2-0.01%
ETH/USDTEthereum
$2,124-0.01%
OKB/USDTOKB
$97.04-0.01%
الموضوعات الرائجة في السوق اليوم
1#مسؤول في الاحتياطي الفيدرالي يقول إن التضخم لا يزال أكبر خطر
2#تسببت مبيعات AI في الأسهم الأمريكية في تبخر 2.3 تريليون دولار من مؤشر ناسداك في يوم واحد
3#تقرير RocketLab المالي المتوقع: كيف هو تقدم صاروخ Neutron؟
