22% faster delivery than the industry benchmark.
Horizon 1, the first of four 50MW (IT) AI Cloud deployments for Microsoft, went from starting civils to an NVIDIA Exemplar Cloud-tested GB300 cluster in 14 months.
IREN's vertical integration delivers end-to-end control across design, engineering and construction, so contracted capacity reaches customers sooner.
Rug Lordy 🦹♀️🦹♀️ retweeted
🚨 $IREN: JUST IN 🚨
Canaccord Genuity maintains IREN as a BUY , PRICE TARGET $79 🔥🔥🔥
Interesting
The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028.
She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.”
Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.
Datacenter commentary starts at 6:30 in this interview.
Also attaching her official campaign position from her website in the next post.
Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.
youtu.be/D-T6H3b8ZeE?is=mEWu…
Rug Lordy 🦹♀️🦹♀️ retweeted
🚨 $IREN's >35 GW Pipeline
They FINALLY did it.... I can't believe $IREN finally revealed the size of their massive pipeline.
For years investors were begging management to reveal the size of their power pipeline.
It only took the stock to crash 58% YTD for them to reveal this very relevant piece of info.
But honestly, wow. No other neocloud, or colo provider for that matter, even comes close to 35 GW...
Q1 FY27 at a glance: Explore IREN's quarter-on-quarter growth in operating capacity, revenue, and customer commitments from our latest investor presentation.
View the presentation: iren.com/api/media/file/Q1-F…
Read more: iren.gcs-web.com/static-file…
New multi-year contracts. Disciplined capital allocation. Flexibility to set our own pace of growth. Value at every layer of the platform.
Last quarter, AI Cloud revenue nearly tripled to $200 million.
Other highlights from our Q1 FY27 results:
- Total quarterly revenue increased 66% sequentially to $228 million
- AI Cloud quarterly revenue increased 182% sequentially to $200 million
- AI Cloud segment gross margin of 86%, in line with prior quarter
- Revenue backlog increased 22% sequentially to $20.3 billion; approximately two-thirds with investment-grade counterparties
- More than $4 billion ARR target is fully contracted and fully funded
- Expanded contract with Leading Frontier AI Lab post-quarter end
Listen to our conference call at 5:00 p.m. ET today: edge.media-server.com/mmc/p/…
Read more: iren.gcs-web.com/static-file…
Rug Lordy 🦹♀️🦹♀️ retweeted
Strategy has acquired 811 $BTC and repurchased $208M of $STRC. As of 11/1/26, we hold 849,327 BTC and $4.9B of USD Assets. $MSTR strategy.com/press/strategy-…
AI demand is global. The rules that govern data are local.
Sovereign AI depends on where infrastructure sits, who can access data and which laws apply.
IREN brings together data centers, compute and software to help customers address these requirements. As we develop new capacity in Spain and Australia, we’re building sovereign AI readiness into the infrastructure from the start.
Read more: iren.com/resources/blog/depl…
Rug Lordy 🦹♀️🦹♀️ retweeted
Strategy announces Q3 2026 results:
- $21 billion operating income, our largest quarter ever
- $21 billion capital raised YTD
- Returned $STRC to health
- 848,517 $BTC held, up 26% YTD strategy.com/press/strategy-…
Rug Lordy 🦹♀️🦹♀️ retweeted
Make sure to register for $KEEL Q3 2026 earnings call:
Date: November 5, 2026
Time: 8 AM EDT
Webcast Link: register-conf.media-server.c…
Rug Lordy 🦹♀️🦹♀️ retweeted
Quant Terminal Vaults go live tomorrow. 🔐
After months of forward-testing and internal live, we’re ready to put a few of our strategies in the hands of users.
🟢 MTF-Dragon 🟢 HTR 🟢 Jarvis
Deposits open tomorrow. Live trading starts next week.
20% performance fee · $10K max per Vault 💰
🧵👇
Rug Lordy 🦹♀️🦹♀️ retweeted
Strategy has repurchased $193M of $STRC and acquired 267 $BTC. As of 10/18/26, we hold 848,517 BTC and $5.3B of USD Assets. We have also increased the size of our Digital Credit Securities Repurchase Program from $2.0B to $3.0B. $MSTR strategy.com/press/strategy-…
Rug Lordy 🦹♀️🦹♀️ retweeted
$IREN NEW OFFICIAL SPONSOR OF REAL MADRID
Carl changes everyday!
$BTC has 3 massive liquidity zones.
$87K, $79K, and $74K.
IMO, Bitcoin could sweep all 3 levels in the next few weeks.
8
Rug Lordy 🦹♀️🦹♀️ retweeted
🚨JUST IN🚨
$IREN ACHIEVES $NVDA EXEMPLAR CLOUD STATUS ON NVIDIA GB300 NVL72, CONFIRMING SCALABLE AI TRAINING ACROSS ITS PRODUCTION FLEET
1. " $IREN's achievement of NVIDIA Exemplar Cloud status reflects deep engineering collaboration between our teams and the quality of infrastructure behind IREN’s AI Cloud, giving enterprises confidence to run their most demanding training workloads at scale,"
Warren Barkley, VP Product Management, $NVDA
2. NVIDIA Exemplar Cloud is one of the few initiatives designed to verify them.
3. This status confirms that IREN's infrastructure performs within NVIDIA's reference performance targets across its full suite of benchmarking recipes, validated against NVIDIA reference architecture.
4. The test suite covers large-scale pretraining runs on frontier model architectures, evaluating training throughput, networking efficiency, and cluster reliability under conditions that reflect real production workloads.
5. To achieve this status, a provider must perform within NVIDIA's reference performance targets across every prescribed recipe for the hardware generation being validated.
6. A cluster that performs well in isolation does not always perform well at scale.
7. Networking bottlenecks, suboptimal software stack configuration, and inconsistent cluster behavior under sustained load are the variables that can inhibit infrastructure delivery at production scale.
8. IREN is among a small group of cloud providers to achieve Exemplar Cloud status on NVIDIA HGX B300.
9. This effort required close collaboration between IREN's engineering teams and NVIDIA performance experts across every layer of the stack, from the physical design of IREN's data centers through networking configuration, software tuning, and cluster operations.
NVIDIA-validated performance for production AI at scale.
IREN is an NVIDIA Exemplar Cloud provider on NVIDIA GB300 NVL72 connected with NVIDIA Quantum-X800 InfiniBand networking for training workloads. This validates performance against NVIDIA reference architecture, meeting the threshold across all benchmarking recipes.
For AI builders choosing where to run their most demanding workloads, IREN AI Cloud delivers verified performance, end-to-end control of the stack, and the scale to meet what AI demands next.
Read more about IREN's NVIDIA Exemplar Cloud achievement: iren.com/resources/news/nvid…
Strategy reports a $21 billion gain on digital assets in Q3 2026. Last week, we acquired 334 $BTC and repurchased $176M of $STRC. As of 10/4/26, we hold 848,000 BTC and $5.7B of USD Assets. $MSTR
strategy.com/press/strategy-…


























