If we want to see $IREN become a true hyperscaler, we need to see the company winning a diverse mix of high-value customers across enterprise, government, pharma and AI developers. Personally, I don't want IREN relying too heavily on hyperscalers. I'd much rather see the company build a broad customer base across multiple industries. I think that would make the business much stronger and give it far more opportunities to grow over the next decade. I'd also love to see IREN secure a major pharmaceutical company such as novo Nordisk or Eli Lilly. AI-driven drug discovery and research are becoming huge consumers of GPU compute, and I think pharma could become a very important customer segment.
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