SpaceX, IREN Both Buy Nvidia Chips: Their AI Margins Couldn't Be More Different
SpaceX and IREN both use Nvidia chips, but their AI economics differ sharply. Here's what the margin gap means for investors.
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Watching IREN; Shares Moving Lower; Traders Circulate X Post Saying "IREN continues to come up in our conversations with neocloud customers, and usually for the wrong reasons. In Prince George and Mackenzie in Northern BC, Canada, we’ve heard the stories: multi-day power outages, network upgrades, storage failures, air quality controls leading to link flaps, XIDs everywhere. The #1 worst site in the industry, according to users..."
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