IREN stands out with 3 GW of power capacity, 23,300 GPUs, and a $500 million AI cloud revenue run-rate by early 2026, the analysts said.
Bitcoin miners’ power edge makes them key AI infrastructure players, Bernstein says
IREN stands out with 3 GW of power capacity, 23,300 GPUs, and a $500 million AI cloud revenue run-rate by early 2026, the analysts said.