DBP retweeted
Today I will be educating you with some construction progress at $IREN sites in Texas.
Additionally, I will try to explain why the current strategy is the optimal one, and attempt to clarify some misunderstandings around the company and its trajectory.
DBP retweeted
$IREN: Addressing the Semi-Analysis FUD on Reliability
What's the Issue?
I heard of these issue in August and the only customers that $IREN has had long enough to report "multi-day power outages, network upgrades, storage failures, air quality controls leading to link flaps, XIDs everywhere" are FireworksAI and TogetherAI at Prince George. Mackenzie is undergoing GPU commissioning as we speak (1) so I don't know why @SemiAnalysis_ mentions Mackenzie having customer problems already when there are no customers there yet.
What @dylan522p says is true but convinently omitting critical industry context makes this a cleverly disguised Semi-Hit-Piece. I had heard that TogetherAI filed this complaint to IREN and Dylan was able to obtain the information from TogetherAI's CEO. I was also told that Dylan is personal friends with TogetherAI's CEO and are from the same region in India and speak the same Indian dialect which is how Dylan is able to get the info.
I will show that these are industry wide problems and the affected customers renewed despite these issues.
First Industry Fact
First, the most important fact that @SemiAnalysis_ conveniently leaves out is that on August 27, 2026, it was confirmed that “Together AI and Fireworks AI have both renewed and expanded” (2).
Despite all these problems, why did TogetherAI and FireworksAI renew? Let's look at the rest of the industry facts.
Second Industry Fact
Second, I will address the most alarming sounding issue: multi-day power outages. Down-time happens to everyone in the industry. @SemiAnalysis_ Platinum Cloud, $NBIS, had a outrage spanning August 19-August 20, 2026 (3). It's not narrated by SemiAnalysis in hit piece voice but the results are similar: "a storm-related event affected the building of the data center facility hosting the us-central1 region, taking the facility’s building management system offline and shutting down the chilled-water cooling loop. With active cooling lost, the data halls overheated within roughly two hours, and servers, network switches and rack power systems began shutting down on thermal protection. This caused a region-wide disruption of us-central1 services: GPU and CPU compute, external network connectivity for virtual machines, object and block storage, Managed Kubernetes, Token Factory, managed platform services, and the regional API and console endpoints" (3).
"Storm-related event" makes NBIS outrage explained. SemiAnalysis's biggest bias is that they conveniently leave out the reason for IREN's outraged: BC Hydro's grid had a brown out. That's why TogetherAI renewed, not because they were okay with unexplained, random multi-day power outrages. At the time, IREN did not have enough backup generators in BC since generators produce significantly more pollution than a hydro powered grid and are hard to obtain licenses for. By March, IREN was able to obtain license to put generators for all of PG and multi-day power outrages will no longer be a problem. IREN has designed Childress and SW1 with full N+1 backup power since MSFT which requires a higher uptime which is why SemiAnalysis says those sites "look much better".
Third Industry Fact
Third, let's address the rest accusations: "network upgrades, storage failures, air quality controls leading to link flaps, XIDs everywhere". Using fancy technical terms without explaining them is a hallmark of a hit piece, so I'll give definitions. Link flaps means a network connection is going in and out. XID is an error code logged and reported by Nvidia GPUs.
Link flaps are common: SemiAnalysis Platinum Cloud $CRWV (4), Silver Cloud Lambda (5), $MSFT (6) all had 2hr15m (4), 5hr14m (5), 4h57m (6) network out rages due to link flaps this year. Why? Because when optical networking links and transceivers collect dust particles the connection can be interrupted. SemiAnalysis conveniently uses "air quality controls" to make it sound even more scary.
"XIDs everywhere" sounds scary too but they have a much larger frequency on GPUs than other compute types. $META had a paper showing that they had 419 XIDs in 54 days on their infrastructure. No other AI Cloud is this transparent about reporting problems but $META blog is one of the most honest tech blogs out there bcause META culture is "Move Fast and Break Things".
Network upgrades or other control/management plane upgrades do cause problem from time to time. AWS had a DynamoDB DNS defect (8) and GCP had a policy update trigger crashes globally (9).
Storage outrage is the most outrageous accusation as those are the most common across both GPU and CPU Clouds. In a completely separate incident from the storm-incident, NBIS had a storage outrage in 2025: "we had an outage of the S3 service in the eu-north1 region triggered by a steady increase of migration traffic accompanied by unexpected behavior of the program" (10). Storage downtime are not typically reported these days but in the past generation, they use to more commonly reported by GCP (11), Azure (12), AWS (13). Storage is check pointed and there is often none to very little data loss.
Managed Services
Don't know why SemiAnalysis has such strong shade on "Managed Services". It's a twist of the facts. IREN has no managed services but Mirantis does. Mirantis provides managed services with 99.99% uptime SLA (15) to customers like Adobe, Cornell University, PayPal, MetLife Insurance, Royal Bank of Canada (14). With the Mirantis acquisition closed, I don't know why SemiAnalysis says that IREN advertisement of managed services is misleading, NBIS is advertising the results of their acquisitions on full blast.
Conclusion
@SemiAnalysis_ gives a master piece lesson on how to write FUD pieces without straight up lying but cleverly crafting context. I unravel their knots for you.
IREN continues to come up in our conversations with neocloud customers, and usually for the wrong reasons. In Prince George and Mackenzie in Northern BC, Canada, we’ve heard the stories: multi-day power outages, network upgrades, storage failures, air quality controls leading to link flaps, XIDs everywhere. The #1 worst site in the industry, according to users.
And we are some of their users, as we’ve gotten to test IREN GPUs from multiple providers that resell their capacity. A lot of our users we are hearing from who aren’t having a good time aren’t renting from IREN resellers, but from IREN themselves. (1/3)🧵
DBP retweeted
So if the situation isn't clear, I'll spell it out for you once more.
- $IREN will build their 2026 ARR capacity inside the given time frame. (Source: me).
- Iren will monetize their 2027 capacity (Source: demand environment).
- Iren IS CHOOSING their 2nd cycle clients now, THIS IS A POSITION OF STRENGTH YOU FUCKING RETARDS.
- Stickiness is baked into the cake you idiot hedge funds.
Have a good weekend.
DBP retweeted
Issues with ClusterMax 3.0
1. $ORCL had a huge security breach today (1) and is somehow ranked above AWS and Azure.
2. Firmus AI has a grand total 32 racks / 256 GPU H200s (2) generating 32m ARR and is a better AI cloud than AWS.
3. Cursor’s Composer Model was trained on FireworksAI (3), ChatGPT was trained on Azure, and Claude trained on AWS. None of these are apparently top AI Clouds. None of the top AI models are from “top AI clouds”. Hmm…
ClusterMax is clearly pay to rank ad.
(1) xitter.cf/rdd147/status/21026490…
(2) firmus.co/newsroom/ai-singap… - site taken down but you can get the archived info from ChatGPT
(3) cursor.com/blog/composer-2-t… (list FireworksAI and Colfax as collaborators)
ClusterMAX 3.0 is here!
ClusterMAX 3.0 debuts with a comprehensive review of the neocloud industry, covering 77 providers.
We increase our market view to cover 323 providers, up from 209 in ClusterMAX 2.0, 169 in ClusterMAX 1.0, and 124 in the original AI Neocloud Playbook and Anatomy article.
We have now interviewed well over 200 end users of neoclouds as part of this research.
We update our itemized list of criteria across 10 categories, and update our direct descriptions of our expectations for Slurm, Kubernetes, Standalone Machines, Monitoring Dashboards, and Health Checks. All of this content is live on our website. We encourage providers to use these lists when developing their offerings. We still consider these lists as an amalgamation of our experience interviewing end users, making them representative of the features that end users expect from their cloud providers.
Nebius joins CoreWeave in the Platinum tier. While CoreWeave still sets the technical bar for others to follow, Nebius is now established as a provider that consistently commands a premium pricing over others. Strong business decisions by Nebius have put them in a position to serve an entire class of neolabs at seller’s prices.
Google Cloud joins Oracle in the Gold tier. Azure moves to Silver, Fluidstack moves to Unavailable, and Crusoe drops to Bronze. Lambda, Firmus and TensorWave remain in Silver, while GMI moves up to Silver from Bronze.
Many companies drop from Silver (or Gold) to Bronze or lower. We raise the bar this round as only 19 neoclouds globally achieve a Medallion rating.
We establish a tier between Bronze and Underperforming: the Participation Ribbon tier. 15 providers join this rating, which more accurately describes our opinion that they do the bare minimum to get by.
DBP retweeted
A few people asked over the weekend what the calls to slow the pace of frontier AI mean for the buildout. Some thoughts:
Even if models never improved from here, just rolling out what they can already do would take more compute than the world can build for years. The debate about how fast AI should be allowed to improve is a fair one to have. It's about future generations of models.
Existing demand is the part I think people are misreading. Anthropic CEO Dario Amodei said in May they'd planned for 10x growth and were running at an 80x pace in the first quarter, and that's why they've had trouble supplying compute. OpenAI president Greg Brockman said in July they'll be in a compute shortage no matter what, and are choosing which products to scale. Google says it's processing 7x the tokens it did a year ago. Hundreds of millions of people use these models today, and most of them use a small part of what the models can already do. And every time more compute comes online, usage steps up again: limits come off for people already using it, customers who were turned away get on, and new use cases show up that weren't in anyone's plan.
Now supply. The constraint is HBM, the memory that sits inside every major AI chip. Three companies make it and all three are sold out this year. A new memory plant takes years to build. TrendForce has HBM shipments growing 50-60% next year. NVIDIA, the biggest buyer of it, expects its revenue to grow about 70% next year and calls that outlook 'supply-constrained', noting its customers' forecasts point closer to 100%. On our own bottom-up work, the memory constraint lands in about the same place as NVIDIA's growth number.
Then the chips need a building with power connected, which takes longer again. Goldmans reckons only about half the US capacity scheduled over the next two years will actually be built on time.
The risk to demand continues to seem heavily weighted to the upside. The risk to supply continues to seem weighted toward less capacity getting built, not more.
DBP retweeted
Goldman's CommTech conference, San Francisco. 48 hours of @IREN_Ltd investor meetings, and the mood has shifted meaningfully.
Key takeaways:
DBP retweeted
Regret the tone of my post on data centers yesterday.
What I should have said:
There were reasonable concerns about data centers 18ish months ago: water, taxes, jobs, electricity prices, the environment and what they would do to small towns. Well-structured data center projects have largely addressed these concerns today and we should be celebrating this.
On balance, data centers are awesome for America in every way.
On water: U.S. data centers use a fraction of what golf courses use. A lot of the numbers from 18 months ago were off by over 1000x. Newer data centers use closed-loop systems or recycled water. Should be required by every town approving a data center project.
On taxes: looking only at sales-tax exemptions, as Ronan Farrow did, is the wrong way to evaluate this. Data centers pay significant property taxes. Loudoun County, which is the wealthiest county in America, now collects on the order of $1 billion a year from data centers. In Quincy, WA, data centers are more than half the property-tax roll. Over time, property taxes can go to zero while government spending increases in these towns.
On jobs: this has been unambiguously awesome for blue collar Americans. Demand for electricians, plumbers, welders, HVAC techs, and contractors has gone vertical, and it is not a one-time construction job. These buildings get upgraded and expanded over time. That is why the building trades are fighting for them, and why some unions are now treating opposition to data centers as a reason not to endorse politicians.
On power: the original fear was that households would pay for the incremental electricity demand in the form of higher prices. That is why the ratepayer-protection deals and the new large-load tariffs exist. The right structure is: the data center brings or pays for new generation and signs a contract long enough that existing customers are protected. Where that is happening, utilities are cutting or freezing residential rates and saying so on the record. Where it is not, people are right to object. Electricity prices are going down *today* in a number of large states because of data centers.
On the environment: data centers overwhelming use natural gas today, which is the cleanest power source outside of nuclear, solar and wind. And the companies that are building the data centers are committed to carbon neutrality such that an equivalent amount of solar will likely be built. Maybe more importantly, the data centers need batteries to function effectively and these batteries can also sell energy back into the grid (which recently prevented blackouts in Texas). Over time, data centers will run on solar plus batteries.
On the towns: Poverty in Quincy, WA fell from 29% to 6%. Data center taxes paid for a new high school, a hospital, a library, police and fire stations. This is happening in many left for dead former mill and farm towns that had no other bidder for the land.
Data centers are actually reindustrializing parts of America and creating the kind of working-class jobs both parties have spent decades claiming to support. That should not be a partisan issue. Data centers can and should be awesome for America and they increasingly, overwhelmingly are. Supporting the outsourcing of data centers to China will likely age just as well as support for the outsourcing of high quality, blue collar manufacturing jobs to China has aged.
When the facts change, I change my mind. I hope that reasonable people who had good faith reasons to oppose data centers at least consider updating their beliefs given the change in the facts over the last 18 months. This really matters for America.
I will say I also think the idea of making data centers beautiful is a good one that has yet to be implemented. Data centers should be just as beautiful as Grand Central Station. We can learn a lot from the railroad buildout. Neoclassical revival ftw.
Might write up open-weight AI tomorrow as this is equally essential to America.
DBP retweeted
BREAKING: BLACKROCK HAS BECOME $IREN LARGEST SHAREHOLDER AFTER INCREASING ITS POSITION BY 198%
DBP retweeted
How brave are $IREN shorts headed into the weekend?
*Hypers glazed AI capex hard. Thesis reaffirmed with conviction.
*IREN CEO @danroberts0101 posted yesterday that "demand for our capacity exceeds everything we can build". We also know from their ARR raise last week that they're in negotiations across their entire 2026-27 capacity plan.
*Horizon 1 (based on @FransBakker9812 pics) if it isn't done already, looks very close to being ready for $MSFT handoff.
*Batch Zero next week and we know IREN's alluded to having more sites in that process than what they've disclosed as secured to-date.
*Short interest was ~35% this week (@mcF_dan) though presumably a lot closed today with the 30%+ mega candle (higher if we count after hours).
*And with @Citadel taking Leopold to the woodshed, they now own all of his IREN shares and he was a large holder. Do the IREN shorts want a shot at the title with Ken Griffin, especially if Citadel's traders learn of the stacked catalyst setup ahead and decide to play for upside on Leopold's stack by engineering a squeeze?
*And not my base case, but what if Mirantis closes and a mega deal (or deals) for Sweetwater or Horizon 5-6 or rest of Childress air cooled (e.g., IREN's largest '26-'27 sites) is waiting for Mirantis as a closing condition before the PR drops?
Takes balls to hold IREN. But holding shorts with this setup might be another level entirely. NFA. We'll see.
xitter.cf/FransBakker9812/status…
"there are thousands of people on our sites right now pouring concrete and racking GPUs."
$IREN CEO Dan Roberts speaks the truth.
This OnlyFrans image was captured on Sunday 7/26, and reflects a packed site at 8am.
Horizon 2 has GPUs, and fresh concrete is abundant.
Bullish!
DBP retweeted
$IREN hires former JP Morgan's Bob Chen
According to sources, who want to remain anonymous, Chen joins $IREN to strengthen the Investor Relations team 👀
From Bob's LinkedIn bio:
"Experienced equities research analyst with a passion for investing in high growth and emerging companies, particularly in the technology space.
Always keen to catch-up to learn more and share views across the industry."
After hiring former AWS' Chris Sailer, will Bob lead the new IR team at @IREN_Ltd to strengthen comms with retail, and institutions alike.
DBP retweeted
Upon signing new contracts $IREN raises its year-end ARR target from $3.7b to over $4b 💪
For anyone paying attention, this ARR raise was inevitable...
Over the coming days Horizon 1 will be delivered, adding ~$120m to $IREN's quarterly AI revenues.
By Q1 2027 revenues will exceed $1b per QUARTER.
Think about it, $IREN is guiding for >$4b ARR on 480 MW of delivered capcity this year. For 2027, management is guiding for 1.2 GW, with much of that being higher yielding Rubin capacity.
Year-end ARR for next year will easily be >$12b. That's $3b per quarter!
Investors continue to miss the forrest for the trees on $IREN. It's pretty obvious where this ship is sailing...
IREN has signed $2.8bn in new multi-year AI Cloud services contracts with leading AI developers and raised its year-end 2026 AI Cloud ARR target from $3.7bn to over $4.0bn.
“Our vertically integrated AI Cloud platform is scaling at pace. In the past 12 months we have expanded from approximately 3MW of self-built AI Cloud capacity to 480MW being delivered this year, with 1.2GW targeted for 2027, broadening our customer base across hyperscalers, enterprises and AI developers.”
“We are proud to support leading companies building frontier applications across design, physical AI and robotics, generative media, AI search and model development.” - @danroberts0101
Press release: iren.gcs-web.com/static-file…
DBP retweeted
$IREN
For anyone paying attention to any of the accounts actually providing real insights and analysis of the IREN story, this ARR raise was obvious.
To state the obvious, GPU unit economics are improving - yes, a portion of it is coming from the increased capex costs of GPUs, but a lot of it is from improved hourly rates. Coupled with the hourly rates improving, getting 45% prepayment across the associated GPU Capex is absolutely massive.
Getting both the hourly rate improvements and 45% prepayments is validation of the "no need to rush" approach IREN's been taking. No need to lock in rates early for the sake of adding to a Backlog number that will be many months or years from generating revenue.
Beyond the obvious there are a few other things we can glean from these disclosed numbers.
Incremental ARR: >980M ARR
(>4B * 85% - MSFT ARR - PG ARR)
2026 Contracted ARR is now at 3.4B
Total Contracted ARR is now at 4.1B
Implied hourly rate: ~3.60/GPU-hr
(1.58B / 50,000/ 8760)
Contract length: ~3 years
(2.8B Total Contract Value / 980M ARR = ~3)
In all likelihood these unit economics are for the majority if not all of Mackenzie GPUs, and none of the Childress 50MW-Air GPUs. It makes Mackenzie per MW unit economics:
Implied $M/Gross-MW: $12.25/Gross MW
(980M/80MW)
Implied $M/IT-MW: $14.1/IT-MW
(980/(80/1.15))
There is a possibility as the Childress 50MW-Air GPUs get contracted that this 4.0B ARR floor is raised again sometime this year. It's not a coincidence the company said "Contracted pricing continues to strengthen". If the remaining GPUs from these 50K are as in demand as IREN says they are and pricing continues to strengthen, I could see the remaining block clearing above these figures and raising the 4B floor.
I won't assume it yet, but 4.0B is probably not the real ceiling for 2026 end of year ARR.
🚀🚀🚀🚀🚀🚀🚀🚀
More later.
IREN has signed $2.8bn in new multi-year AI Cloud services contracts with leading AI developers and raised its year-end 2026 AI Cloud ARR target from $3.7bn to over $4.0bn.
“Our vertically integrated AI Cloud platform is scaling at pace. In the past 12 months we have expanded from approximately 3MW of self-built AI Cloud capacity to 480MW being delivered this year, with 1.2GW targeted for 2027, broadening our customer base across hyperscalers, enterprises and AI developers.”
“We are proud to support leading companies building frontier applications across design, physical AI and robotics, generative media, AI search and model development.” - @danroberts0101
Press release: iren.gcs-web.com/static-file…
DBP retweeted
$IREN: SemiAnalysis Hit Piece In The Works
@SemiAnalysis_ is a great research shop except for when they write the occasional hit piece like recently on Photonics and Nvidia.
I'm hearing a rumor that @SemiAnalysis_ is preparing a hit piece on $IREN's Childress site while it was ramping.
They have old satellite images that show H1 was using chiller trucks. These were temporary and H1 is now on permanent stationary chillers.
I'm not sure what else they have in store but if the hit piece ever launches, know that it will be dispelled when IREN announces GB300 exemplar status and handover H1 to $MSFT.
Coincidentally, this algins with rising short interest from 15% to 22.51% since May (1). This is before the GSW Marketing and RSU compensation package so it's a short prepared in advance of those two events and will likely top of with a SemiAnalysis Piece.
H1 handover late July. Hit piece will not matter afterwards.
DBP retweeted
$IREN when 95%+ of my holdings were sitting in one name, the Queen, as you know, I used to write long annoying posts with my thoughts on main (then) current topics (one example below).
Iren is now a rounding error in my holdings. I'm not as attentive or focused as before, however my feelings are still as strong as back then. I suffer in seeing the Queen act like the worst in the space, after being the best for years.
This is my last short form 'wish list' for Iren.
1. Be quicker. After having reached the lead in market cap, among miners/ex-miners, a ton of complacency has taken place. Delay after delay. Delay in deliveries, revenues, deal signings. Elon has developed & sold more compute while starting the 'same' business years later, with no land or interconnections signed. Key people should be rewarded only for surviving the pressure/stress. I see not enough pressure/stress in the entire organization.
2. Be better. MSFT deal terms were among worst in industry. If not the worst. Comm wise, again, be better, including in transparency. Monthly reports or updates should be back on stage. Urgently.
3. Be fairer. Recent CEOs comp pack is as bad as all those signed by your peers years ago. Unrelated to goals. Those other bad comp packs took Iren in the lead, where it is today. As all of us hated them.
Most investors swapped their interest from peers to Iren, as Iren was quicker, better, fairer. Losing these 3 winning factors will take Iren back at the bottom of the group.
I sincerely hope Iren leadership will find a way to accomplish his mission, ie win big while reconquering retail investors trust. Even if I won't have financial rewards, I'd love to see it winning. I'll never forget those years of love.
$IREN My take on the Company, after July report, in pills.
1. Investors don’t like ‘gambling’. Iren cost line volatility is way too extreme. Management need to fix this issue asap otherwise $IREN is uninvestable for majority of institutions/investors.
2. Not only potential buyers are scared, some *current* investors are or feel forced to exiting.
3. Management needs to address this issue & disclose taken initiatives as to limit costs extreme volatility (the sooner, the better).
4. Comp pack should be restructured and linked also to HW margin. There should be no quarterly variable compensation if quarterly margins below a min level. Regardless of anything else. Iren has a chance to reinforce its leadership in friendly comp policy among miners (thanks to most of others dumb policies). Be the benchmark ! Investors will appreciate and come back, forgiving local failures.
5. Management should also consider & adopt a new quarterly policy regarding SELL/HODL. Example (to give the idea): no (mined) BTC sales if BTC price below a minimum level (= monthly cash costs ?). Public disclosure of this decision would help. Iren should NOT sell BTC at a loss during what is commonly believed to be a bull market. A temporary HODL should become mandatory if costs are out of control for a (short) while.
6. AI - Childress testing is becoming *extremely* critical/relevant. It should be activated ASAP (not generically in H2 2024). Communicate the outcome asap (whatever that is). This is another ‘uncertainty’ that investors don’t like.
7. Monetization - while investors well know confidentiality is mandatory during potential negotiations, they also appreciate to be regularly informed on progress (main items): timeline goal ? open procedure, one-to-one ? JV partner or sale ? targeting MW in Canada/Childress/New 1.4GW Site ? targeting hyperscalers ? It’s ok to be wide & generic initially, but along the way investors expect the company to narrow down / better define the pursued strategy.
8. Mining - it’s time to be more explicit in the EH growth and disclose internal monthly plans. Most investors I’ve talked to expected a 0 -+4 - +6 EH monthly growth in each quarter (Jul/Oct, Aug/Nov, Sept/Dec - Q3 & Q4). Would be nice to know from the Company.
9. ATM2 - Investors didn’t appreciate no FUNDING update in July Monthly Report. Obv, everyone did assume no sales occurred in the month. Issue is, once again, ‘uncertainty’. Can Company inform even if/when nothing changes ? Or just confirm that if/when there’s no commentary, it means nothing happened ? Absolute silence isn’t the best option.
10. General - all the above is mostly generated by the July failure. FUD grows during huge miss, sentiment can turn back up when seeing management caring for its shareholders & long term investor base (with unique decisions & higher quality comm).
Mostly my opinions. Some shared & agreed with several other investors.
DBP retweeted
Existing frontier models have sucked up every megawatt available. If $NVDA / $PLTR Nemotron partnership scales, where will they get the compute? Market needs to ask that question.
xitter.cf/XCapitalMgmt/status/20…
DBP retweeted
Anyone with a 🧠 knows that compute growth rate is in excess of data center capacity.
$META is following the $SPCX playbook because compute pricing is so high. When these guys see $amzn $nbis $crwv increasing pricing and their own models not growing as much as anticipated, why not take advantage of the time to compute premium?
For Colo players like $wulf $cifr $nuai this is guilt by association. Hyperscaler budgets continue to grow.
For $iren, it’s one new competitor that is having to source infrastructure to compete. @danroberts0101 already has the power solved; it’s time to show the fruits of the $nvda relationship with more GPU purchases and contracted revenues for the existing purchase commitments to signal to the market that $iren is already in the game and thriving.
DBP retweeted
👏 Congratulations to @IREN_Ltd on achieving NVIDIA Exemplar Cloud status on NVIDIA HGX B300 for training workloads.
This validation reflects close engineering collaboration and gives enterprises confidence that demanding AI training workloads can perform at scale on IREN’s AI Cloud.
Learn more ⤵️
IREN has achieved @nvidia Exemplar Cloud status on NVIDIA HGX B300 for training workloads.
This status confirms that IREN's infrastructure performs within NVIDIA's reference performance targets across its full suite of benchmarking recipes, validated against NVIDIA reference architecture.
"IREN's achievement of NVIDIA Exemplar Cloud status reflects deep engineering collaboration between our teams and the quality of infrastructure behind IREN's AI Cloud, giving enterprises confidence to run their most demanding training workloads at scale." — Warren Barkley, VP Product Management, NVIDIA
Read full blog: iren.com/resources/news/nvid…
