The datacenter business is seeing something extraordinary with IREN. IREN's compute capacity increased from 1.1 exahash to 50 exahash in just three years. This is world-class engineering execution that indicates this company has something much more valuable"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools and applications. I have ...

Semiconductors | North America Weekly: Follow-on thoughts on NVDA's OpenAI deal While there is some cynicism around the sheer magnitude of upside, and we aren't buying into every element of the bull case, the strong underlying enthusiasm for AI investment suggests ongoing near-term upside from a reasonable valuation. The NVIDIA deal with OpenAI announced last week has raised all sorts of questions, about prior cycles and the circular funding of customer activities. We see those parallels, but remain bullish ...