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When investors think of the current "AI gold rush", names like NVIDIA or Microsoft usually come to mind (i). However, the true bottleneck of the coming decade is often overlooked: It's simply about energy and physical space. IREN (i) is positioning itself in this niche as one of the most exciting "pick-and-shovel" players in the market and could turn out to be a sleeping giant of AI infrastructure. The company is currently undergoing an impressive metamorphosis. Originally started as a pure Bitcoin miner, IREN is now using its massive capacity in...
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