Trogi

$NVDA x Neoclouds: 500B Financing Nvidia has secured $500B financing to fund infrastructure partners. This in addition to providing DSX Datacenter and DSX OS + RunAI Orchestration. Nvidia now has the full package from financing to datacenters to software to turn Eth Miners like $CRWV and BTC miners like $IREN into state of the art AI Clouds. The $IREN thesis is as a execution partner to Nvidia and provider of grid firm power. This is a similar role as $BE plus $IREN learns how to operate high uptime GPUs from Nvidia. $IREN is ramping up it's in-house construction and datacenter technician team will will see full ramp in 2027. $500B is enough for 10GW and DSX Datacenter design, DSX OS + RunAI Orchestration are design once and duplicate for free. There will be enough business for every from $IREN, $CRWV, $NBIS. $IREN stock does not have priced in expectations of "software superiority" and has the highest upside if DSX OS + RunAI becomes the dominant software for AI Cloud because then it will be purely about power buildout and margins from not needing colocation or $BE fuel cells. DSX OS was announced March 16, 2026 and will become the next Mellanox of Nvidia - another moat which secures the ecosystem for Nvidia over ASICs. All collaborators like $IREN will be prime suppliers!