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taishiro
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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
微软合作也取得了实质性进展。Horizon 1现已上线，GB300 NVL72上的NVIDIA Exemplar Cloud状态已激活。
时间线有一项调整：IREN完全资助的40亿美元以上合同年经常性收入目标已从2026年底推迟至2027年1月，可能延长至2月，原因是客户要求的网络重构和供应商时间安排。
#IRENQ1AICloudDelivery
