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IREN’s $25 billion-$30 billion AI buildout may have ‘spooked’ investors, Bernstein says

Compiled by KoinLens from 1 source

Importance 26Neutral* Trust 86 · 1 source2.5Market Impact: 2.5/10 · Low
The higher the score out of 10, the bigger the expected impact on the market. Heuristic estimate — not financial advice.
IREN’s $25 billion-$30 billion AI buildout may have ‘spooked’ investors, Bernstein says

IREN has $4 billion in contracted cloud ARR for 2026 capacity and has secured over $20M in annual revenue per IT megawatt on recent deals.

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