Execution Bottlenecks Persist

25%its chance, of the story’s futures

0.0%on the S&P 500, if it happens

The financing improves IREN’s funding position, but execution risks remain around power availability, interconnection timelines, rack integration, and customer delivery schedules. This scenario reflects the common challenge of turning financed GPU capacity into revenue-generating cloud infrastructure.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

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