$IREN excells in revenue per MW with a $MSFT deal that is undersubscribing their MWs by 40%.
Yes, that's right.
Iren has placed 11 x 8 racks across 7 Scalable Units in each Horizon building.
This translates to 6,336 GB300s, that can be 1:1 replaced with VR200s.
Needless to
