We break down IREN’s leap from top-tier bitcoin mining margins to a $10B Microsoft GPU-as-a-service contract, and how prepayments, Dell terms, and disciplined financing de-risk the build. The conversation spans GPU paybacks, ERCOT policy shifts, BC growth, and the balance between mining and AI. • Q1 operating highlights and mid‑60s gross margins • Details of the $10B Microsoft agreement and diligence • Prepayments, Dell payment terms, and lease financing • Two‑year GPU paybacks and mid‑30s e...
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We break down IREN’s leap from top-tier bitcoin mining margins to a $10B Microsoft GPU-as-a-service contract, and how prepayments, Dell terms, and disciplined financing de-risk the build. The conversation spans GPU paybacks, ERCOT policy shifts, BC growth, and the balance between mining and AI. • Q1 operating highlights and mid‑60s gross margins • Details of the $10B Microsoft agreement and diligence • Prepayments, Dell payment terms, and lease financing • Two‑year GPU paybacks and mid‑30s e...
Red Day For Miners, Eyes On IREN Earnings: Cipher, Soluna & WhiteFiber News!
Power Mining Analysis
27 minutes
1 week ago
Red Day For Miners, Eyes On IREN Earnings: Cipher, Soluna & WhiteFiber News!
Markets slide as Bitcoin dips near 100k and miners turn red while we refocus on what drives value: power, contracts, and execution. We weigh Iron’s earnings setup, Cipher’s financing, ERCOT constraints, and Soluna’s steady build toward HPC revenues. • Bitcoin softness and miner correlation on a red tape day • Year‑to‑date strength for HPC‑oriented miners despite volatility • Iron earnings expectations and WhiteFiber timing • MARA’s strategy on GPUs and CSP versus colocation risks • Power mar...
Power Mining Analysis
We break down IREN’s leap from top-tier bitcoin mining margins to a $10B Microsoft GPU-as-a-service contract, and how prepayments, Dell terms, and disciplined financing de-risk the build. The conversation spans GPU paybacks, ERCOT policy shifts, BC growth, and the balance between mining and AI. • Q1 operating highlights and mid‑60s gross margins • Details of the $10B Microsoft agreement and diligence • Prepayments, Dell payment terms, and lease financing • Two‑year GPU paybacks and mid‑30s e...
