IREN

May 12, 2026

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Three Deals, One Thesis: The Capital Stack Is Buying Electrons Now

Blackstone and Halliburton announced a $1 billion investment in VoltaGrid for behind-the-meter generation May 11, NVIDIA committed $2.1 billion to IREN with the Sweetwater Texas 2 GW campus at the center, and Constellation locked another 380 MW with CyrusOne in Texas on top of Calpine's prior 400 MW.

May 8, 2026

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IREN Stacks Power, GPUs, and Cloud Ops Before the Queue Fills

Nvidia's $2.1 billion strategic partnership with IREN, anchored by the 2 GW Sweetwater campus in Texas, signals that hyperscale AI demand has moved into multi-year, gigawatt-scale capacity planning.

April 5, 2026

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West Texas Is Open for Business. Austin Is About to Set the Terms.

Meanwhile, the crypto-to-AI pivot companies (TeraWulf, Applied Digital, Iren, Core Scientific, Cipher Digital) face their own execution gauntlet.

March 7, 2026

While Stargate grabs headlines for shrinking, Iren (formerly Iris Energy) is scaling aggressively.