Power Analysis

IREN - Co-Founder & Co-CEO Daniel Roberts Q&A - FY25 Earnings & Outlook!

29 Aug 2025

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IREN achieves record-breaking financial results with FY25 revenue hitting $501 million, up 168% year-on-year, and Q4 standalone revenue of $187 million. The company has scaled to a billion-dollar annualized revenue run rate for Bitcoin mining while simultaneously building a $250 million AI cloud services business.• Expanded contracted grid-connected power to almost 3 gigawatts with a multi-gigawatt pipeline• Achieved 50 exahash of Bitcoin mining capacity, hitting targets that many thought impossible• Procured 10,900 GPU servers from NVIDIA for AI cloud services• Secured preferred partner status with NVIDIA for cloud service provision• Built proper data centers rather than container-based solutions, allowing consistent performance even during summer heat• Achieved industry-leading power usage effectiveness (PUE) of 1.1 in British Columbia facilities• Vertical integration provides competitive advantage by eliminating co-location fees and improving service response times• Successfully challenging industry assumptions about data center locations, proving that digital distance (latency) matters more than physical location• Secured 100% lease financing for GPU purchases at single-digit interest rates• Maintaining strategic flexibility to allocate computing resources to highest-return opportunitiesHit the like button and subscribe to stay updated on our future discussions and interviews with industry leaders.Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletterAnthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - [email protected]

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13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

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Power Analysis

IREN - Co-Founder & Co-CEO Daniel Roberts Q&A - FY25 Earnings & Outlook!

This episode hasn't been transcribed yet

Other recent transcribed episodes

13:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

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