Potential M&A to close AI cluster expertise gap

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The author posits that IREN could pursue acquisitions of other neocloud operators by 2027 to compensate for its current lack of expertise in AI cluster setup compared to competitors like NBIS.

I wouldn't be surprised if $IREN acquires other neoclouds in 2027 It's well known that $IREN lacks the expertise of a company like $NBIS in setting up clusters, from both a software and hardware standpoint An acquisition could help close that gap https://x.com/HyperTechInvest/status/2114482190402920892/photo/1

Potential M&A to close AI cluster expertise gap

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