IREN Limited Ordinary Shares IREN

Iris Energy Limited es una empresa con sede en Australia que es propietaria y operadora de centros de datos alimentados al 100% por energía renovable. Los centros de datos de la empresa están diseñados específicamente para computación de alto rendimiento y admiten una combinación de circuitos integrados específicos de aplicación (ASIC) para la minería de Bitcoin y unidades de procesamiento de gráficos (GPUs) para cargas de trabajo de inteligencia artificial (IA). Opera infraestructura de centros de datos que respalda la verificación y validación de transacciones de la cadena de bloques de Bitcoin a cambio de Bitcoin, conocido como minería de Bitcoin. Posee hardware de minería diseñado específicamente para minar Bitcoin. Las instalaciones de minería de centros de datos de la empresa están ubicadas en Canal Flats, Mackenzie, Prince George y Childress. La instalación de Canal Flats se encuentra en las Rocosas Canadienses, a 100 kilómetros (km) del aeropuerto regional de Cranbrook y a 500 km al este de Vancouver. La instalación de Prince George se encuentra a 500 km al norte de Vancouver. La instalación de Childress está ubicada en el condado de Childress, Texas.

• The Motley Fool 26 sept

  2 Data Center Stocks That Could Help Make You a Fortune

  As hyperscalers invest heavily in data center infrastructure to support AI services, with Morgan Stanley projecting $1.4 trillion in capital spending by 2028, two data center stocks offer attractive valuations: Iren, which is building an AI cloud platform with vertically integrated capabilities and targeting $4 billion revenue by 2026, and Vertiv, which supplies power management and cooling systems to data centers with projected 20-22% annual revenue growth through 2030.

  

• The Motley Fool 24 sept

  Applied Digital vs. IREN: Which Technology Stock Is a Better Buy in 2026?

  The article compares two AI infrastructure companies: Applied Digital (APLD) and IREN (IREN). Applied Digital shows stronger margins (22.38% vs 9.84%) and lower P/S ratio (13.1x vs 23.0x) but faces customer concentration risk with CoreWeave. IREN has secured major contracts with Microsoft ($9.7B) and Nvidia ($3.4B) and is pivoting from crypto mining to AI cloud services, though it reported a massive net loss of $702.6M. The author recommends IREN for patient investors due to its stronger contracted revenue base and blue-chip customer relationships, despite both companies currently losing money.

  

• Zacks Investment Research 22 sept

  IREN Broadens Its AI Customer Base: Can Diversification Pay Off?

  IREN Limited is diversifying its AI cloud customer base away from heavy dependence on Microsoft and NVIDIA by signing $2.8 billion in contracts with Prometheus, Perplexity, and Together AI in July 2026. The company is experiencing stronger contract economics with three-year pricing up 125% and five-year pricing up 70%, though it faces risks from early-stage customers and shorter contracts. With 2026 capacity largely sold out, IREN is targeting broader customer expansion for 2027-2028.

  

• Zacks Investment Research 7 sept

  APLD Slides 36% in 3 Months: Should Investors Exit or Hold the Stock?

  Applied Digital (APLD) has declined 35.6% over three months, significantly underperforming peers and the broader market. The company faces heavy capital requirements ($2.87B spent in fiscal 2026), rising leverage ($5.31B in debt obligations), and delayed revenue realization as most contracted capacity won't become operational until 2027-2028. Earnings estimates have been revised downward, and the stock trades at a premium valuation relative to peers. Zacks recommends selling due to unfavorable risk-reward dynamics.

  

• The Motley Fool 6 sept

  What to Invest in for the Next 5 Years: My Prediction Is Boring, and That's the Point

  The author predicts AI stocks will continue to rally over the next 5 years, citing strong growth from chipmakers like Nvidia and Broadcom, as well as hyperscalers investing heavily in AI infrastructure. Broadcom expects AI chip revenue to double to $115B in fiscal 2027 and again to $230B in fiscal 2028, while Nvidia anticipates 70% YoY revenue growth in fiscal 2028. The author also highlights smaller infrastructure companies like Nebius and Iren as potential opportunities in the AI supply chain.