IREN's Reinvention : From Bitcoin Miner to AI Cloud Contender
πππIREN $IREN Ltd(IREN)$
Q2 25 Earnings - A Stunning Reversal From Loss
Revenue : USD 119.6 million, up 181% YoY.
Net Income : USD 18.9 million, a dramatic reversal from last year's USD 5.2 million loss.
EPS : USD 0.09 beating analysts expectations
Profit Margin : 16% showing resilience, not just recovery.
Behind the numbers was something deeper : IREN was shedding its past and stepping into the future with renewed vigour and optimism.
The AI Awakening : Milestones That Matter
IREN's pivot into AI cloud infrastructure is no longer just a dream - it is already happening.
IREN has achieved $NVIDIA(NVDA)$ Preferred Partner Status with access to Nvidia's Blackwell GB200 NVL72 systems, joining the elite hyperscaler club.
IREN has 10,900 Nvidia GPUs of which over 80% are Blackwell models, optimised for Generative AI and LLMs.
IREN will have liquid cooled data centers with Prince George site being retooled for ultra dense GPU clusters.
IREN AI Cloud Revenue is anticipated to be USD 200 million to USD 250 million in August 2025.
IREN's dual revenue model of AI and Bitcoin Mining will make it a resilient company, not depending on Bitcoin mining alone.
This is not speculation. IREN's strategy is working.
Why IREN Is Up
IREN 's share price has been on a tear with 31% rise in the past 5 days and 255% year todate.
IREN is riding the halo of $Microsoft(MSFT)$ deal with $NEBIUS(NBIS)$ worth USD 19.4 billion.
Investors now see IREN not just as a Bitcoin Miner but also as an enabler of AI with its data center capability.
Analysts Consensus: Strong Buy
8 analysts rate IREN as a Buy with only 3 Holds.
Cantor Fitzgerald lifted IREN's target price to USD 41, calling it overweight.
Macquarie, HC Wainwright and Canaccord Genuity all reaffirmed Buy ratings with targets between USD 33 to USD 38.
Concluding Thoughts
IREN did not just pivot, it transcended to a new level of growth. From mining Bitcoin to powering digital intelligence, IREN chose evolution over inertia.
I am so happy that my conviction in IREN has rewarded me well. IREN's rise reminds us that the most meaningful returns are not measured in dollars alone but in its courage to transform from a struggling crypto miner to powering AI data centers.
$IREN Ltd(IREN)$ is no longer chasing the future. IREN is helping to define it.
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- Valerie ArchibaldΒ·09-16TOPSecond thousand percent gainer in the last three years. I see much higher prices on the horizon patience paid off here.1Report
- Mortimer ArthurΒ·09-16TOPDeal inbound. Not enough capacity out there for IREN to not get a large multi-year deal like NBIS.1Report
- SiliconTrackerΒ·09-16TOPBlackwell GPUs + Nvidia partnership lit! 16% margin shows real muscle, not just hype lah1Report
- happyliΒ·09-16TOPIt's inspiring to see such a transformation.1Report