Bernstein says IREN’s $25B-$30B AI buildout may have spooked investors, but improving GPU economics could drive faster paybacks - The Block

Rickler Feed (@rickler_feed), Aug 28, 2026, 13:37 UTC

Bernstein says IREN’s $25B-$30B AI buildout may have spooked investors, but improving GPU economics could drive faster paybacks - The Block 🔗 Discord · Leviathan · Source 🗺️ Bernstein · GPU 🕵️ @Danicjade

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