Absolutely no one could have imagined where $IREN would be today compared to just over a year ago. Back then, IREN barely had any AI revenue, and its AI customer base was almost nonexistent. Fast forward to today, and look at its customers: • Microsoft • NVIDIA • Perplexity • Figure AI • Together AI • Fluidstack • Fireworks AI • Fal AI • Hume AI • Cohere • Prometheus • Higgsfield AI The company has made tremendous progress in such a short period of time, going from barely generating any AI revenue to securing $4 billion in contracted annualised AI Cloud revenue for its 2026 capacity. It's really is incredible how much this business has transformed in just over a year, and I believe the best is still ahead.
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