# IREN

> Markdown twin of https://roboterminal.app/companies/iren · https://roboterminal.app/companies/iren.md

- **Ticker:** IREN

## On shared sources

- [Nebius](https://roboterminal.app/companies/nebius) (4)
- [Anthropic](https://roboterminal.app/companies/anthropic) (2)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (2)
- [AMD](https://roboterminal.app/companies/amd) (1)
- [Baseten](https://roboterminal.app/companies/baseten) (1)
- [CoreWeave](https://roboterminal.app/companies/coreweave) (1)
- [CXMT](https://roboterminal.app/companies/cxmt) (1)
- [Meta](https://roboterminal.app/companies/meta) (1)
- [Microsoft](https://roboterminal.app/companies/microsoft) (1)
- [Milk Road AI](https://roboterminal.app/companies/milk-road-ai) (1)
- [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (1)
- [OpenAI](https://roboterminal.app/companies/openai) (1)
- [Reflection](https://roboterminal.app/companies/reflection) (1)
- [SemiAnalysis](https://roboterminal.app/companies/semianalysis) (1)
- [Vercel](https://roboterminal.app/companies/vercel) (1)

## Pulse

- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109738128668029176)
  $SPY finished nearly flat today, down about 0.06% and closing near $778 after dipping as low as about $777. Here are the top stories you need to know. 1. $MSFT announced Maia 300, calling it its bigge…
- [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2109416268222824593)
  Wow... Possibly a leaked deal with $IREN and Anthropic. https://t.co/mGlQjENImo
- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2107848521638416506)
  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 pow…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2101481468098711884)
  78.4% of tokens through Vercel's AI gateway run on open models. This is Guillermo Rauch's data from real production traffic. Not a survey. Chamath's read: the top three models are open source within 1…
- [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2100559000504856810)
  I still think neoclouds are one of the best sectors to be invested in and this is exactly why. A three year old H100 just got a 17% price hike. Blackwell got 20%. We are still that compute constrained…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2097876521335611759)
  Morgan Stanley sees neocloud capex rising to ~$94 billion in 2027, up from ~$69.3 billion in 2026. $NBIS $IREN $CRWV https://t.co/Amt8ZiFqXp
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2097484563224121550)
  AI computing demand may never be sated, says CEO of Nvidia partner Iren Tech infrastructure boom is ‘fundamentally different’, according to co-founder of cloud computing challenger https://t.co/CGSyiL…
- [@MelvinInvests on X](https://x.com/MelvinInvests/status/2096694365934735851)
  IREN is going significantly higher if it successfully converts its power and data centers into AI infrastructure. The central thesis is that IREN is increasing both the amount of AI capacity it operat…

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Source: Roboterminal · https://roboterminal.app/companies/iren.md