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AI Infrastructure Market Impact Trillium Chip AI Training Market Position Processing Power DeepSeek AI Hardware Blackwell GPU High-Performance Computing Lambda H100 GeForce RTX 5070 Ti Training Efficiency AI Chips Market Demand AI Applications Cloud Computing Blackwell Architecture

IREN Hits New Highs on AI Pivot With 11,000‑GPU Contracts and $875 Million Notes

Bernstein names the company a top pick, arguing miners’ locked‑in power lets IREN scale AI capacity faster than new builds.

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