IREN’s AI Cloud Buildout Boosts Forecast as Mining Revenue Declines
IREN’s focus is shifting from contracted bitcoin mining to AI Cloud. Bitcoin mining revenue fell to $111.2M from $167.4M, while AI Cloud revenue nearly doubled to $33.6M from $17.3M. Management targets 480 MW of AI Cloud capacity, 150,000 GPUs, and $3.7B in annual recurring revenue by 2026. Construction involves about 3,000 workers and includes a five-year $3.4B NVIDIA contract.