Building @TimeToCompute — mapping the AI buildout & surrounding news 📰⚡️ & https://xitter.twitterapi.xyz/t.co/10IIWFG3nN - Helping you buy better 💸
UK
Joined September 2025
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T2C retweeted
100% payments isn’t insane. 200% prepayments and 2-4x+ higher contract prices would be insane in a real supply shock. Wake me up when the real AI bubble comes 🥱
T2C retweeted
Now that Citrini is owned by @SemiAnalysis_, they swapped their $NBIS short hedge for $IREN short hedge. Price action today didn’t budge.
Let’s blow these manipulators out!
Citrini update on the $NBIS short, that’s been so controversial.
“One quick swap we are making is $IREN for $NBIS on the short leg of the neocloud pair mostly to derisk on earnings (IREN announced and popped harder than the sector today, NBIS earnings is next week). IREN is also more stretched in balance sheet, which matters since financing reflexivity is a huge part of this.”
T2C retweeted
New multi-year contracts. Disciplined capital allocation. Flexibility to set our own pace of growth. Value at every layer of the platform.
Last quarter, AI Cloud revenue nearly tripled to $200 million.
Other highlights from our Q1 FY27 results:
- Total quarterly revenue increased 66% sequentially to $228 million
- AI Cloud quarterly revenue increased 182% sequentially to $200 million
- AI Cloud segment gross margin of 86%, in line with prior quarter
- Revenue backlog increased 22% sequentially to $20.3 billion; approximately two-thirds with investment-grade counterparties
- More than $4 billion ARR target is fully contracted and fully funded
- Expanded contract with Leading Frontier AI Lab post-quarter end
Listen to our conference call at 5:00 p.m. ET today: edge.media-server.com/mmc/p/…
Read more: iren.gcs-web.com/static-file…
T2C retweeted
Double beat $AMD.
AI is still alive.
-BP
Not financial advice.
T2C retweeted
The best performing stocks in the market today:
$CIFR +17%🟢
$RIOT +16%🟢
$WULF +14%🟢
$GLXY +13%🟢
$CORZ +13%🟢
$IREN +11%🟢
$APLD +10%🟢
T2C retweeted
AI demand is global. The rules that govern data are local.
Sovereign AI depends on where infrastructure sits, who can access data and which laws apply.
IREN brings together data centers, compute and software to help customers address these requirements. As we develop new capacity in Spain and Australia, we’re building sovereign AI readiness into the infrastructure from the start.
Read more: iren.com/resources/blog/depl…
T2C retweeted
RAM Altman 🥀
T2C retweeted
At #NVIDIAGTC Berlin, Gabriel Nebreda, CEO of IREN Spain, shared the latest on IREN’s campus in Badajoz, Spain: the project has been granted its civil works license, confirming it is developing according to plan with the support of the community and local institutions.
The campus anchors IREN’s build-out of sovereign AI in Europe. Hear more from IREN on the ground in Berlin.
T2C retweeted
$CIFR EARNINGS ARE OUT:
• Renevue: $26.7M vs $37.49M
• HPC leasing contributed $5.852 million
• Commenced development of lateral pipelines to support up to 2.5 GW of potential on-site generation across multiple sites
• Barber Lake data center construction on track to meet the amended milestones
• Black Pearl data center continues to progress towards completion with ongoing equipment installation and energization across various data halls
• Stingray construction advancing, with steel erection progressing on schedule and shell construction expected to be completed in the fourth quarter
• Completed an $850 million offering of 0.000%convertible senior notes due 2032, funding additional equity investment into Barber Lake in connection with the lease expansion, with associated capped call transactions raising the effective conversion price to $28.35 per share
T2C retweeted
$IREN - The CEO, Dan, has been talking about Jevons Paradox constantly the past 2 years.
Turns out there’s something about it.
-BP
Not financial advice.
T2C retweeted
Whoever signed compute commitments is going to have a rough one, the amount of providers asking if we need compute for training has exponentially jumped the past few weeks. At a fraction of the price that is being advertised.
Clearly there is a capacity surge.
T2C retweeted
Progress should become something people can experience in their own lives, not centuries from now. Cheaper tools, better care, more opportunity. Some areas of the industry are starting to feel the effects of that change. That's why I remain optimistic that countless lives will change at the pace tech is going.