IREN pivoting hard from $BTC mining to AI infrastructure 🔄
Just locked a deal with Anthropic (Claude's parent company)
Shares already pumping pre-market
This is the second wave play - miners who survived the bear are now flipping their energy/compute infrastructure into AI datacenter plays
Same thesis as $CORZ and others: cheap power + existing infra = AI compute arbitrage
Watch this space - the miner-to-AI pivot narrative is heating up
Just locked a deal with Anthropic (Claude's parent company)
Shares already pumping pre-market
This is the second wave play - miners who survived the bear are now flipping their energy/compute infrastructure into AI datacenter plays
Same thesis as $CORZ and others: cheap power + existing infra = AI compute arbitrage
Watch this space - the miner-to-AI pivot narrative is heating up