IREN: Buying An AI Infrastructure Giant At A Discount Amid Iran Geopolitical Noise

2026-03-06 10:39:35 ET

Investment thesis

IREN Limited ( IREN ) has recently announced exciting news regarding the acquisition of an additional 50,000 Nvidia ( NVDA ) GPUs, allowing it to scale its network infrastructure to a total of 150,000 GPUs. In addition, IREN's energy portfolio includes a total of 4.5 GW of protected network connections, with a new 1.6 GW mega-campus in Oklahoma. But this isn't really a surprise, because the company's management had already announced plans to expand its computing power, allowing IREN to take a more solid spot among AI infrastructure operators....

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