---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000940013.md"
description: "$IREN(IREN.US)Context: IREN shares are under pressure amid a Gartner warning that more than 80% of neocloud providers could cease independent operations by 2030, a spike in CoreWeave’s bond yields and rising expectations for a Fed rate hike. In a report released Wednesday, Gartner said AI providers are on track to spend nearly $1 trillion on AI infrastructure in 2026 and about $6 trillion more through 2030. It said AI revenue tied to data centers will reach only about $3.6 trillion by 2030, far short of the roughly $8.5 trillion it says is needed to cover the spending, financing costs and a 12% return on capital. As a result, Gartner said, more than $3.5 trillion of AI infrastructure spending could face impairment, and cost pressure and a lack of a differentiating business model will force over 80% of neocloud providers to cease independent operations. "Enterprise and consumer AI revenue will be insufficient to support profitable returns on all planned AI capital expenditures during this period," said Will Sommer, senior director analyst at Gartner. My Trade: I am targeting a mid $20s now to average down my cost. I still believe that the share price is going up in the coming years and all this noises are just scaring people into selling early. Takeaway: Consumer prices rose 3.7% in September from a year earlier, above the 3.6% economists expected, and core inflation rose 2.6%, above the 2.5% forecast. Odds of a Fed rate hike this month jumped to 44% from 22% the day before, which raises the cost of the debt neoclouds use to fund GPUs and data centers. @Captain's Treasure"
datetime: "2026-10-15T14:53:35.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000940013.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000940013.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000940013.md)
author: "[NewUser_zS0M8w ](https://longbridge.com/en/profiles/17387057.md)"
generator: "portal-rs"
---

# $IREN(IREN.US)Context: IREN shares are under press…


### Related Stocks

- [IREN.US](https://longbridge.com/en/quote/IREN.US.md)
- [IREX.US](https://longbridge.com/en/quote/IREX.US.md)
- [IRE.US](https://longbridge.com/en/quote/IRE.US.md)
- [IREZ.US](https://longbridge.com/en/quote/IREZ.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**