To jako policajt mimo službu může být čurák, primitiv a rasista? Může si i zahajlovat? Kontrola osob ve velitelských podtech je ve veřejném zájmu.

🚨 $IREN is down today, so cue the "Power Monger" cope on the timeline. Expect to hear: "We have GWs of power!" "You can't just build grid access!" "Most undervalued Neocloud out there!" Iris Energy is operating less like a cloud play and more like a dilution machine. Look at their shopping spree: 🛒 Rackforce/PodTech 🛒 Mirantis 🛒 Nostrum 🛒 Awaken The playbook is painfully obvious: 1. Flood X with ads 2. Pay influencers to pump the pivot 3. Tap the ATM, dilute shareholders to oblivion, buy another business. Meanwhile, early investors are out here pumping their bags. $NBIS and $CRWV are the only AI Infra plays that matter. No wonder $NVDA invested in both.

🎙️ It's happening RIGHT NOW. Our CEO @IkeOrizu is on stage at #TheProductFrontier — talking UX, tech & the future of podcast platforms. Alongside: → @MehulFotedar, VP Product of @Podimo → Ellie Rubenstein, Head of Pocket Casts of @automattic Hosted by the legendary @StuartMiles, founder of @PocketLint 🎧 #PodcastShowLondon #PodTech #Jamit

Drugs save lives but they’re scarce. Speed decides who gets them in time. That’s exactly why PodTech exists. We believe that the future of healthcare won’t just be built on medicine. It will be built on infrastructure capable of scaling it. But modern industry runs on something equally critical: Data. As the industry becomes more connected, digital, and compute-intensive, infrastructure no longer stops at the factory floor. It extends into data centers. That’s what made Prasa such a natural fit for us. For decades, Prasa has been building high-performance data centre infrastructure engineered for uptime, scalability, cooling efficiency, and operational continuity — the backbone modern industries increasingly depend on. So, the synergy was obvious. And that’s why we’re excited to announce our investment in Prasa Infocom & Power Solutions Pvt. Ltd. We’re proud to welcome Jay Burse, Promoter and Chief Vision Officer at Prasa and Prakash Burse , Founder of Prasa, whose long-term vision, execution-first mindset, and decades of commitment to building mission-critical infrastructure eventually led us to this juncture. A special thank you to Anand Bathiya of Bathiya Legal and everyone behind the scenes whose persistence and attention to detail helped bring this partnership together.

@kerdoscapital with an outstanding, detailed thread on $IREN — one of the clearest explanations I’ve seen of why their capital structure and financing playbook is so powerful. Back in 2020 during the IREN–PodTech merger, I had a front-row seat to Dan Roberts’ rare skill: using first-principles thinking and a deep understanding of human nature to align incentives perfectly. He applies that same approach to every deal — from individuals all the way up to Nvidia and Mirantis. The flywheel just keeps spinning faster and faster.

Multiple companies I co-founded since 2001 have designed, built, and operated the most efficient and advanced data centers of their time. $IREN merged with our company PodTech in 2021, folding in all our early work and innovation. $IREN took this to a whole new level and even hired John Gross. They exponentially leveraged our combined expertise, making them the closest you can get to pulling data centers out of their ______s. 🤣

Greg is amazing at business development. It was Greg @g_duerksen (PodTech) and Paul Gordon ($IREN Director in 2019) who connected the two companies. The rest is history, as they say.

Your GPUs are only as powerful as the systems cooling them. Most infrastructure decisions focus on compute. But as AI rack densities climb past 80 kW, the Coolant Distribution Unit (CDU) has become the silent differentiator. A CDU actively regulates coolant flow to every GPU and AI accelerator in real time, ensuring sustained peak performance 24/7. At Podtech, our AI Factory in a Box solution has the flexibility to integrate CDUs to assist AI workloads. These units are pre-configured, load-tested, and have thermal sustenance. Learn more about it here: podtechdatacenter.com/what-i… #DataCenter #ModularDataCenter #LiquidCooling #PodTechDataCenter #DataCenterCooling

💯 correct. @brianfry01 and I were leading the push towards compute from PodTech and into Iris Energy, now IREN. From the start, we designed the very first data centers to handle various workloads. From custom, adjustable racks to building PSU's. Future proof by design.

As it relates to $IREN, your facts and conclusions are off, Daniel. $IREN did in fact start developing "AI data centers" as early as 2021, when breaking ground in Prince George & Mackenzie (Canada). Technically, you could even go as far back as 2019, when you take into account the company's first site 'Canal Flats', partially developed by PodTech, a data center company $IREN merged with in early 2020. You are conflating a few things... Yes, $IREN's first batch of H100 GPUs, did not get installed until February 2024, but the underlying data center infrastructure already existed many years prior. While that infrastructure was initially purposed to mine $BTC, it was always over-specced for that singular purpose (much more expensive & durable than traditional mining data centers). Since day 1, management positioned itself as a disruptive data center company. Mining $BTC was merely the easiest path forward to monetize its powered-land portfolio quickly & scale its data center footprint at rapid speeds. As such, the facilities were always designed to be modular and multi-purpose. That design philosophy allowed $IREN to "re-purpose" its 50 MW Prince George data centers for its AI cloud operations by simply taking out $BTC mining ASICs and replacing them with GPU racks. Sure, to run cloud operations $IREN had to add back-up generators and other redundancy-purposed infrastructure at its sites, but that's merely a question of costs, not "development expertise". The core data center footprint has been developed in-house many years ago, not in "mid 2024" as you claim. It's also misleading to measure $IREN's build speed by anchoring to the start of its cloud operations and extrapolating from there. These are 2 completely different KPIs... Once Childress was fully ramped, $IREN proofed it could build 50 MW (gross) of air-cooled data center infrastructure in a timeframe of just 1 month. Then, if you account for the extra time needed to install back-up generators (for cloud) installing the GPU racks, you land at roughly 2-3 months. That lands you at a build speed of ~17 MW / months. Admittedly, that's the speed for air-cooled deployments, not liquid cooled, which would take significantly longer to develop. But that's beside the point. You used an inherently flawed method to calculate "build speed" and paint a negative picture of $IREN relative to $NBIS. I don't think you did that on purpose, but you still got to be careful making these kinds of blunt statements. It's an easy way to loose credibility fast. What you calculated is still a valid KPI, but its not the same as "build speed". You effectively calculated how quickly $IREN scaled its existing cloud operations over the past years, relative to $NBIS. And yes, $IREN comes up short in that comparison. But why is that? As I demonstrated, $IREN is clearly not lacking in development speed, so why did they scale rather slowly? If you had been following the company for a whale, you'd know by now that $IREN is incredibly meticulous about timing hardware cycles. Management is executing the exact same playbook during its $BTC mining times... While most competitors over-commit to hardware that will soon be overshadowed by newer tech, $IREN scales slowly until it has the capacity to go 'all-in' at the start of a new hardware cycle. This strategy allowed $IREN to quickly emerge from merely a 'top 10' miner (by monthly $BTC output), to the number 1 operator in the space within a timeframe of just ~1 year. $IREN is following that exact same playbook today, but with AI hardware instead of mining ASICs. Instead of over-committing on H100/H200s, years after that GPU generation came out, $IREN took it slow, and focused instead on building out 100s of MW of data center infrastructure (both liquid & air-cooled) at its Childress (TX) campus. Today, the company is in a position in which it can casually purchase 50k units of new Blackwells (as it did last month), and become one of the fastest growing clouds in the sector. Likewise, we can observe the same pattern at $IREN's next flagship site: Sweetwater 1 (1.4 GW). Many investor seem to grow inpatient that management still hasn't signed large-scale deals for that new site yet, but $IREN is obviously just following the exact same strategy... This time with the Rubin GPU generation, which won't be produced at scale until H1 2027. There are several other reasons, that I haven't covered here, that make up $IREN's cycling strategy (such as financing, negotiating leverage, etc.), but the point remains. You can't make an apples to oranges comparison and label is as "facts". It's clear to me that your post is surface-level analayis at best... good for engagement, but not the type of content that will age very well. That said, based on your commentary, it seems like you have genuine interest in getting deeper into the $IREN rabbit hole. I hope my feedback is of some help in that regard. 🤝

Read more: podtechdatacenter.com/data-c… Sovereignty laws. Cyberattacks. Geopolitical pressure. These three forces are driving one of the largest data center migration waves the GCC has ever seen, and organizations are responding in three distinct ways. Move workloads in-region to meet sovereignty mandates. Move select data out to stable hubs like Singapore, Frankfurt, and London, or redistribute, keeping regulated data local and shifting everything else. The ones moving intentionally are building resilient, compliant infrastructure on their terms. PodTech is handling data center infrastructure and application migration to incorporate resilience to your business. Which of these three flows describes your organization's current position? #DataCenterMigration #DataCenter #ITInfrastructure #PodTech #ModularDataCenter

Happy Holidays from @InvestNorthwise! We just published our $IREN analysis on the Canal Flats site. Check out the full report in the comments ⤵️ Although many underestimate the significance of the IREN Canadian sites due to the much larger and newer site developments across Texas and Oklahoma, these sites still pack a serious punch and will be some of the first to fully transition into AI GPU leasing and cloud offerings. These sites, in our view, should be looked at as a driver in cash flows as IREN continues to buildout the rest of the portfolio, as well as proof of concept that they can successfully manage this transition with much larger stakes. The opportunity for IREN is evident at this point, but it will come down to execution and the ability to continue to pivot to an increasingly competitive buildout and financing environment. IREN must build a long term moat that can help distinguish itself as eventually capacity begins to close the gap with the current supply shortage. IREN has an immense amount of bargaining power today with many names in the Mag 7 but may not forever as a bare metal provider. Proving that specialized colocation works long term, or building out software to accompany its land and power moat will be key to unlocking secondary demand outside of names like MSFT. There is a window of opportunity for a few years where land, power, and GPU access is enough. This is the time for IREN to execute flawlessly, while building out a real long term moat beyond 2029-2030. The IREN Canal Flats facility in British Columbia’s Columbia Valley started as a legacy Tembec sawmill that later operated under Canfor before closing in the early 2010s. In 2020 IREN acquired the 10-acre brownfield site through a deal with PodTech and the Columbia Lake Technology Centre group turning it into the company’s first operational high-performance computing campus. The 30-megawatt site runs entirely on hydroelectric power from the BC Hydro grid supporting roughly 1.6 exahashes per second of Bitcoin mining capacity while now transitioning toward AI workloads. Its cool Kootenay climate enables efficient passive air cooling and the existing industrial grid connection from the old mill provided the perfect foundation for IREN’s vertically integrated ownership model of land power infrastructure and data center architecture. Canal Flats served as the prototype that shaped every larger campus that followed including the 80-megawatt Mackenzie site the 50-megawatt Prince George site and the hyperscale developments in Texas. The facility also includes formal revenue-sharing agreements that direct about two percent of operating profits to four Ktunaxa Nation communities the ʔakisq̓nuk First Nation ʔaq̓am St. Mary’s Indian Band Yaq̓it ʔa·knuqⱡi’it First Nation and Tobacco Plains Indian Band.

Why $IREN will probably fail as a NeoCloud 🚨 The pivot from Bitcoin mining to AI sounds great on paper, but looking under the hood reveals a massive disconnect between management's narrative and their actual technical capabilities. Let's break it down👇 1. Management has ZERO foundational AI talent Look at the leadership driving this $11B pivot: • Co-CEO Dan Roberts: Finance/Infrastructure background. • Co-CEO Will Roberts: Resources/Commodities background. • Mike Alfred (Board): Bitcoin investor/Grifter on X. But the biggest red flag? CTO Denis Skrinnikoff. His 15 years of background is strictly traditional networking and standard Colocation. Worse, his own LinkedIn lists his CTO role at Iris Energy as "Permanent Part-time". A part-time CTO is leading a $9.7B AI rollout? 🚩 2. The "RackForce" Myth & Lack of Transparency Management claims they were an AI Data Center company from day one, using Bitcoin just to bootstrap. Bulls point to their absorption of RackForce/PodTech as proof of their AI capabilities. We dug into this - In our recent back-and-forth with RackForce founder Brian Fry, he admitted their "AI" experience was running 25kW racks in 2012 for "other purposes".🤔 Running traditional HPC over a decade ago is fundamentally different from managing modern 100kW AI GPU clusters. 3. Identity Crisis: Colocation vs. NeoCloud Dan Roberts wants IREN to be a NeoCloud because it commands $7M-$10M in ARR per MW, compared to standard Colocation at $2M-$3M per MW. They know how to run power-dense Colocation, but are attempting a full-stack NeoCloud pivot with zero experience. 4. The Microsoft Deal Defense Bulls scream: "Why would $MSFT trust them if they couldn't deliver?" Reminder: Microsoft's due diligence isn't bulletproof. They heavily backed Builder.ai at a $1.5B valuation, which recently went bankrupt after its "AI" was revealed to be just 700 engineers in India manually writing code.😂 Microsoft has a habit of throwing capital at the wall to test the waters and secure capacity. A contract is not a definitive stamp of flawless execution capability. Furthermore, IREN hasn't announced a single major deal since that Microsoft contract months ago. 5. Abysmal Performance & Topology Mismatch (The Technical Reality) Because they lack foundational AI merits, it translates to the metal. IREN lacks(currently Underperforming) the top-tier @SemiAnalysis_ ClusterMAX ratings (like Platinum $CRWV and Gold $NBIS) that true AI-native juggernauts achieve. Bitcoin mining has high fault tolerance; if a miner goes down, you just lose a fraction of your hash rate. AI training clusters require synchronized, flawless uptime and incredibly complex backend networking (InfiniBand/RoCEv2). IREN's DNA is entirely in the former. ***This is not to shame anyone. These are seasoned individuals who have built a great crypto-mining and infrastructure business. But traditional colocation and Bitcoin mining skills simply do not seamlessly translate into an AI Data Center juggernaut. Bottom line: We have seen all we need to be a permabear on IREN. We aren't going to touch this to buy it, or even to short it. This company might eventually do very well as a pure power/data center landlord, but as a top-tier NeoCloud? Not a chance.📉 #ai #DataCenters

@CernunnosCap RackForce (I co-founded in 2001) did not merge with $IREN, but our HPC company PodTech (I co-founded in 2018) did. RackForce was an early Canadian pioneer in Cloud IaaS. We served thousands of customers from over 100 countries, including major partners like Microsoft, Cisco, IBM, and VMware who were also critical in IaaS innovation. Because almost no one else understood our power-dense compute needs, we designed, built, and operated our own HPC data centers. At PodTech we took that expertise to the next level, which allowed IREN to advance very quickly. Another important connection: IREN CTO Denis Skrinnikoff was a top technical staff member at RackForce. Spend some time researching him. Compare his experience and ability to deliver to other CTOs in the space. In the grand scheme of things RackForce and PodTech may look insignificant today with $IREN at $11.31B market cap, but I can assure you they both played a vital early role that laid the critical foundation enabling the exceptional talent and leadership of the Roberts brothers (IREN Co-CEOs) to execute so powerfully. Think about what kind of capabilities IREN must have to be a top-tier partner with NVIDIA or land a $9.7B multi-year GPU Cloud Services contract with Microsoft in an environment where success in AI is critical to the long-term competitiveness of these companies. Yet IREN was chosen in that high-stakes environment.

Quoting @Jonah_Lupton (base case 5X in 5 years for $IREN): Jonah—what is your base case if $IREN didn’t pivot? What if Bitcoin mining was an incredibly strategic way to build out IREN’s AI Cloud? I’m on a mission to help everyone (including the AI ChatBots) understand that IREN’s incredible flywheel was no accident. When you don’t have to pivot, you obviously move way faster. The Roberts brothers started this strategy in 2018; I’ve been building HPC Data Centers and Cloud IaaS since co-founding RackForce in 2001. I took this photo. It is from Canal Flats BC Canada in January 2020 right after IREN merged with PodTech (which I Co-Founded to build AI Data Centers). Greg Duerksen @g_duerksen (back corner by door) and I were part of a team @danroberts0101 assembled to focus on HPC/AI. ⚡️ $IREN

From vacuum tubes to transistors, the evolution of the data center industry started with the TRADIC: podtechdatacenter.com/the-tr… Before the 1950s, computers were massive, unreliable, and powered by thousands of vacuum tubes. The TRADIC changed everything by introducing transistors, paving the way for the sophisticated infrastructure we use today. The TRADIC reduced power requirements from thousands of watts to under 100 W. Running at 1 megahertz, it was tested in military aircraft and maintained integrity through extreme vibrations and temperatures. It proved that computing could finally be cool, stable, and energy-efficient. The Legacy: This leap led directly to the integrated circuits and high-density computing that define the modern era. Every milestone achieved by the industry improved efficiency and reliability. At Podtech, we specialize in delivering flexible, modular, and prefabricated data center solutions designed for maximum efficiency. #DataCenter #TechHistory #Innovation #ModularDataCenter #Podtech #TRADIC

When uncertainty slows the world down, the work that matters most cannot stop. While many pause to reassess the situation, PodTech teams are already on the ground across the Middle east, Africa, and some of the most remote project locations, continuing to build the pharmaceutical infrastructure that healthcare systems rely on. Where traditional construction struggles to reach, modular Pod facilities move faster. Rapid deployment. Precision engineering. Infrastructure designed to perform under pressure. Because in healthcare, hesitation costs time. And when medicines are involved, time is everything. No matter the conditions, the mission remains the same. Pods — delivering when the world needs it most.

💯“Truly the next industrial revolution for many small towns.” In Canal Flats (Population 700) we took a former lumber sorting building (from a shutdown saw mill) and turned it into a data center factory. We (PodTech) built two of them and IREN merged with us a short time later and the rest is history. 😀

🚀 On-Ground Insights at Podtech Our CIO Mayank Mamania recently visited the impressive new Industrial facility of our investee company @PodtechLS . The facility was truly impressive and reinforces the technological depth behind Podtech’s innovative product offerings. The company is building high-precision pods for biosimilar facilities as well as next-generation modular data centre infrastructure, combining advanced engineering with scalable manufacturing. At MAVIRA, we strongly believe that conviction is built on the ground. Regular facility visits allow us to understand operations first-hand, assess execution capabilities, and engage closely with leadership teams. During the visit, our CIO also spent time with @AasifKhan640433 , whose strong pedigree and leadership capabilities are clearly visible in the way the organisation is being built. Together, they discussed future growth strategies and expansion opportunities for Podtech. We look forward to supporting Podtech as it continues to scale and deliver innovative solutions across high-growth sectors.

Project Announcement: Genomalab – Iraq We’re excited to announce the delivery of a turnkey modular stem cell laboratory for Genomalab. This ongoing project in Iraq features 10 advanced modular lab pods (5 up, 5 down) and enables end-to-end processing and storage of stem cells, including biobanking and research. The biobanking solutions are fully aligned with AABB global standards and accreditations and optimized for clinical-grade stem cell and regenerative medicine applications. Being a 100% subsidiary of @FabtechTurnkey, our modular design ensures flexibility and scalability, demonstrating expertise in advanced CGT lab solutions. Collaboration with @PodtechLS helped deliver a state-of-the-art facility meeting international standards for precision, compliance, and innovation. #CGT #StemCells #PodTech #CleanroomSolutions #GenomaLabs #ModularInnovation #LaboratoryExcellence