$IREN(IREN.US) IREN shares jumped over 10% Thursday after Microsoft formally approved Horizon 1, clearing the first of four AI data centers IREN is building under their five-year, $9.7 billion cloud services deal. The milestone may be the clearest evidence yet that the companyโs multibillion-dollar pivot from Bitcoin mining toward AI infrastructure is delivering. Horizon 1 is a 50-megawatt deployment of Nvidia GB300 systems at IRENโs Childress, Texas, campus. It is the first of four such facilities scheduled for 2026, which will together supply 200 megawatts of capacity. The sign-off means more than finished construction. Microsoft has a contractual five-day window to test each GPU deployment against agreed criteria. Once accepted, the service term begins and IREN can start invoicing Microsoft monthly. Nvidia separately granted Horizon 1 Exemplar Cloud status after testing the systems. The contract is expected to generate roughly $1.94 billion in annualized revenue once all four Horizons are running. @Captain's Treasure
Share your thoughtsWhat's on your mind?
0 / 2,000
- H
๐ข ๐๐จ๐ฆ๐ง ๐๐ก: $IREN(IREN.US) IREN Delivers Horizon 1 AI Cloud to Microsoft, Achieves NVIDIA Exemplar Cloud Status - $Microsoft(MSFT.US) $NVIDIA(NVDA.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ฅ๐๐ก's Horizon 1 has been delivered to and accepted by ๐ ๐ถ๐ฐ๐ฟ๐ผ๐๐ผ๐ณ๐.โค Horizon 1 represents ๐ฑ๐ฌ๐ ๐ช of liquid-cooled AI Cloud capacity.โค Deployment is first of four ๐ฑ๐ฌ๐ ๐ช facilities scheduled for ๐ฎ๐ฌ๐ฎ๐ฒ.โค Projects support IREN's five-year, $๐ต.๐ณ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป Microsoft cloud services contract.โค IREN achieved ๐ก๐ฉ๐๐๐๐ ๐๐ ๐ฒ๐บ๐ฝ๐น๐ฎ๐ฟ ๐๐น๐ผ๐๐ฑ status on GB300 NVL72.โค NVIDIA tested IREN's ๐๐๐ฏ๐ฌ๐ฌ ๐ก๐ฉ๐๐ณ๐ฎ deployment at Horizon 1.โค IREN targets ๐ฐ๐ด๐ฌ๐ ๐ช gross AI Cloud capacity during ๐ฎ๐ฌ๐ฎ๐ฒ.โค AI Cloud capacity is targeted to reach ๐ญ.๐ฎ๐๐ช gross in ๐ฎ๐ฌ๐ฎ๐ณ.โค Horizons ๐ฎโ๐ฐ remain scheduled for delivery later this year.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Microsoft acceptance marks execution progress on IREN's $๐ต.๐ณ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป contract.โค NVIDIA status validates IREN's infrastructure for demanding ๐๐ workloads at scale.โค Horizon 1 demonstrates IREN's ability to rapidly deploy advanced ๐น๐ถ๐พ๐๐ถ๐ฑ-๐ฐ๐ผ๐ผ๐น๐ฒ๐ฑ infrastructure.โค Planned ๐ญ.๐ฎ๐๐ช capacity could significantly expand IREN's AI infrastructure footprint.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐:๐๐ฎ๐ป๐ถ๐ฒ๐น ๐ฅ๐ผ๐ฏ๐ฒ๐ฟ๐๐, Co-Founder and Co-CEO of IREN:โDelivering Horizon 1 demonstrates the strength of our vertically integrated model and our ability to execute complex AI infrastructure projects at speed and scale.I want to congratulate and thank the more than 3,000 people across our site team whose expertise, commitment and execution made this milestone possible.We look forward to building on this momentum with Microsoft as we work to deliver Horizons 2-4 later this year.โ - S
Woah, $Riot Platforms(RIOT.US) announced a $9.1B deal with Anthropic, with a possible contract extending to $16.1B, over 20Y.
$AMD(AMD.US) also exercised its option to expand its existing deal with Riot. (And they still have another 1 GW campus they have LOI with for a tenant)In terms of timelines, seem like most of the Colo basket have their revenue inflections hit H2 2027? (Eg. Riot Anthropic deal targets Dec 2027 for first 96 MW, AMD full 50 MW - May 2027)Itโs cute to see all the former miners like $IREN(IREN.US) and co. grow up. - P
Roundhill are launching Neocloud ETF today.
Top 5 holdings:1. $Nebius(NBIS.US) | 30.83%2. $Coreweave(CRWV.US) | 27.30%3. $IREN(IREN.US) | 7.72%4. $Hut 8 Mining(HUT.US) | 6.32%5. $Terawulf(WULF.US) | 4.97%Curious to see if this becomes as popular as $DRAM over the coming months! - N
$IREN(IREN.US) IREN today announced it has completed the acquisition of Mirantis, a leading provider of cloud software and services, through the issuance of approximately 12.6m ordinary shares, fixed at signing, plus cash, restricted stock units and other consideration of approximately $40m as of closing. The acquisition deepens IRENโs capabilities across AI workload orchestration, monitoring and customer support, further strengthening its vertically integrated AI Cloud platform spanning owned and operated data centers, compute and software. This also supports IRENโs strategy to serve a large and diverse customer base over time, including hyperscalers, enterprises and AI developers across bare metal and managed cloud services, and has already facilitated several of IRENโs announced and prospective AI Cloud contracts. Mirantis brings deep software engineering and technical expertise, and a track record of serving more than 1,500 enterprise customers globally. This helps consolidate Iren's status amongst all the rising data centres. @Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards! - H
๐ข ๐๐จ๐ฆ๐ง ๐๐ก: $IREN(IREN.US) IREN Completes Mirantis Acquisition to Expand AI Cloud Software Platform
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ฅ๐๐ก completes the acquisition of ๐ ๐ถ๐ฟ๐ฎ๐ป๐๐ถ๐.โค Transaction includes approximately ๐ญ๐ฎ.๐ฒ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป IREN ordinary shares.โค Cash, RSUs, and other consideration totaled approximately $๐ฐ๐ฌ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป at closing.โค Acquisition adds AI workload orchestration, monitoring, and cloud software capabilities.โค ๐ ๐ถ๐ฟ๐ฎ๐ป๐๐ถ๐ serves more than ๐ญ,๐ฑ๐ฌ๐ฌ enterprise customers globally.โค Mirantis is an inaugural partner of the ๐ก๐ฉ๐๐๐๐ ๐๐ ๐๐น๐ผ๐๐ฑ ๐ฅ๐ฒ๐ฎ๐ฑ๐ ๐๐ป๐ถ๐๐ถ๐ฎ๐๐ถ๐๐ฒ.โค ๐ธ๐ฌ๐ฟ๐ฑ๐ฒ๐ป๐ AI platform is integrated with ๐ก๐ฉ๐๐๐๐ ๐๐ฆ๐ซ ๐ข๐ฆ components.โค IREN says the acquisition has already supported multiple AI Cloud contracts.โค IREN operates data centers across ๐ก๐ผ๐ฟ๐๐ต ๐๐บ๐ฒ๐ฟ๐ถ๐ฐ๐ฎ, ๐๐๐ฟ๐ผ๐ฝ๐ฒ, and ๐๐๐ถ๐ฎ-๐ฃ๐ฎ๐ฐ๐ถ๐ณ๐ถ๐ฐ.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Expands IREN from AI infrastructure into higher-value ๐๐ ๐๐ผ๐ณ๐๐๐ฎ๐ฟ๐ฒ and cloud services.โค Strengthens IREN's end-to-end AI cloud platform for enterprise customers.โค Enhances competitiveness in the rapidly growing ๐๐ ๐ถ๐ป๐ณ๐ฟ๐ฎ๐๐๐ฟ๐๐ฐ๐๐๐ฟ๐ฒ market.โค Deepens strategic alignment with the ๐ก๐ฉ๐๐๐๐ AI ecosystem.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:๐๐ฎ๐ป๐ถ๐ฒ๐น ๐ฅ๐ผ๐ฏ๐ฒ๐ฟ๐๐, Co-Founder and Co-CEO of IREN:"From the beginning our view has been simple: own the land and power, build the data centers, deliver the compute. Mirantis adds the software layer on top, turning infrastructure into a platform. That's what lets us serve everyone from hyperscalers running bare metal to enterprises who want fully managed AI cloud."๐๐น๐ฒ๐ ๐๐ฟ๐ฒ๐ฒ๐ฑ๐น๐ฎ๐ป๐ฑ, Founder and CEO of Mirantis:"Becoming part of IREN gives us the opportunity to bring those capabilities to an even larger infrastructure platform, accelerating innovation while continuing to invest in the open and infrastructure-agnostic k0rdent AI platform." - S
Did Citadel really just liquidate Situational Awarenessโฆ
Then brought up entire markets the next day?$Nebius(NBIS.US) +26.25%$IREN(IREN.US) +25.96%$SharonAI(SHAZ.US) +22.82%$Sandisk(SNDK.US) + 23.98%$Bloom Energy(BE.US) +23.67%$SK Hynix(SKHY.US) +16.98%$Intel(INTC.US) +12.16%Amid many others. This has gotta be one of the wildest liquidations Iโve seen. - N
$IREN(IREN.US)
If you are holding on to a falling stock, the next best thing is to buy a put or buy a short ETF to make some money back without selling them
- N
$IREN(IREN.US) I am in dead shit on this stocks, i dca when it down, but ent even down. i not sure willit rise back up to 50 again? do anyone know? how long should i hold it?
- H
๐ Overnight Movers
$Whitefiber(WYFI.US) $Nebius(NBIS.US) $BitMine Immersion Tech(BMNR.US) $Sharplink(SBET.US) $Applied Digital(APLD.US) $Keel Infrastructure(KEEL.US) $Cipher Digital(CIFR.US) $IREN(IREN.US) $Sandisk(SNDK.US) $Coreweave(CRWV.US) $Strategy(MSTR.US) $Micron Tech(MU.US) $Coinbase(COIN.US) $Robinhood(HOOD.US)