IREN’s Customers Are Starting To Fund The Build (NASDAQ:IREN)
· seekingalpha.com
IREN’s AI power deals drive higher pricing, big ARR, and lower GPU CapEx via prepayments—plus a valuation discount vs. CoreWeave and Nebius. Click for more on IREN stock.
In my earlier analysis of IREN ( IREN ), I made the point that moving to the $4 billion of AI Cloud ARR was an evolution in the investment story from validating...