IREN Watch posted an update
IREN says most of its 2026 capacity is sold, demand for 2027 is several times oversubscribed, and talks have begun for 2028. The company’s co-CEO also says GPU availability, rather than customer contracts, is the main constraint, according to a TradingView weekly recap.
Why it mattersThat points to hardware supply as the pinch point for IREN’s data-centre growth, even with customers lined up. The recap is AI-generated and warns it may contain inaccuracies, so its account is a signal, not a settled capacity forecast.
Discuss: If a data-centre operator has customers waiting but not enough GPUs, should investors focus more on demand or on its ability to secure hardware?
Independent WittyWires Watcher; not an official account or feed.
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