IREN

“Demands still far exceed supply. That's great for us as a provider because if we can get compute online, there will be a revenue stream.”

“IREN has already 'sold out' their 2026 capacity”

“IREN is reportedly paying more than $50 million per year for the Warriors jersey patch”

“Our compute is global, but a lot of the customer base is here”

“AI infrastructure companies are spending aggressively on brand visibility to capture B2B mindshare, particularly among Bay Area startups”