Where are they getting the money to buy $7B-$8B in GPUs?? More debt?
I'm not sure I like talking in # of GPUs because that is somewhat of a meaningless stat IMO. I get that saying "we have 140k GPUs" sounds bigger than 1,945 racks but racks is a more meaningful measure of compute than # of GPUs. $IREN's slide is pretty though.
3
1
31
Replying to @zephyr_z9
Madoff

Nov 8, 2025 · 8:17 PM UTC