The shift from losses to billion-dollar profitability is not mere coincidence, but rather a direct result of possessing the "raw materials" of our current era: energy and computing power.

$IREN company presents a striking model of this transformation; its operating profits are expected to exceed the billion-dollar mark by 2028, supported by a massive fleet of Nvidia (B300) processors reaching 150,000 units.

But the real power lies not in the processors alone, but in controlling energy sources;

the company possesses 4.5 gigawatts of capacity, while currently needing only a small fraction of it to power its operations.

In the artificial intelligence race, solid ground is not just software, it is infrastructure and the ability to secure sustainable energy.

Whoever owns "electricity" and "processors" today, owns the keys to future growth in an economy entirely dependent on data.

This is the difference between companies chasing the boom, and companies building the factory that powers this boom.

Do you think AI infrastructure companies are a safer bet compared to software companies?

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