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Could IREN Become the Next Nvidia-Backed AI Winner?

A former Bitcoin miner now holds billions in contracted AI cloud revenue and a direct NVIDIA investment commitment, but the path to capturing that upside runs through one of the most ambitious infrastructure buildouts in the sector's history.

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Crypto· September 09, 2026 at 06:30 PM
Authored by·Editorially reviewed
Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
NeutralMedium impact

AI summary

A former Bitcoin miner now holds billions in contracted AI cloud revenue and a direct NVIDIA investment commitment, but the path to capturing that upside runs through one of the most ambitious infrastructure buildouts in the sector's history.

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