#AICloud — Zipp

IREN Stock Jumps 16% as AI Cloud Revenue Target Hits $4B

19h ago

IREN Stock Jumps 16% as AI Cloud Revenue Target Hits $4B

A 2.6x raise to the FY AI cloud revenue target, anchored by $2.8B in fresh contracts, turns the company's GPU pivot into the headline rather than the side bet.

CoinTelegraph

Jefferies sees 30% upside in IREN as AI cloud outpaces data…

🔥BULLISH

32d ago

Jefferies sees 30% upside in IREN as AI cloud outpaces data…

The call hinges on a structural shift: Jefferies argues IREN's higher-margin AI cloud revenue is growing fast enough to revalue the stock away from its data center leasing multiple.

TheBlock

IREN's $3.7B AI pivot will shrink Bitcoin mining revenue: Bernstein

🩸BEARISH

84d ago

IREN's $3.7B AI pivot will shrink Bitcoin mining revenue: Bernstein

The thesis is that GPU cloud economics eventually dwarf hash-rate margins — but the transition costs the miner its core cash flow identity along the way.

CoinTelegraph