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Iris Energy accelerates data center expansion

EditorEmilio Ghigini
Published 05/02/2024, 04:27 AM
IREN
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SYDNEY - Iris Energy Limited (NASDAQ: IREN), a renewable energy-powered data center operator for Bitcoin and AI applications, announced today that its expansion plans are progressing ahead of schedule. The company has increased its operating hashrate to 9 exahashes per second (EH/s) and anticipates reaching 10 EH/s in May 2024.

The firm's ambitious goal to double its capacity to 20 EH/s this year appears to be on track, which is expected to enhance the efficiency of its operations to 21.9 joules per terahash (J/TH). Additionally, Iris Energy forecasts the commissioning of an extra 50 megawatts (MW) of data center capacity as part of its Childress Phase 3 expansion, raising the total planned capacity from 460MW to 510MW by year-end.

This increase has been facilitated by a novel substation design and continuous improvements in construction and procurement processes. The company, which began operations in 2019 and recently ventured into providing cloud services for artificial intelligence with 816 NVIDIA (NASDAQ:NVDA) H100 GPUs, is focused on leveraging 100% renewable energy.

The expansion of Iris Energy's data centers, which are specifically designed for high-performance computing applications, is part of a broader development portfolio that includes securing 2,160MW of power capacity across North America and a property portfolio exceeding 1,000 acres.

The information provided is based on a press release statement from Iris Energy Limited.

InvestingPro Insights

As Iris Energy Limited (NASDAQ: IREN) continues to make strides in expanding its data center operations with a focus on renewable energy, the company's financial metrics and market performance provide a broader context for investors. InvestingPro data indicates a robust revenue growth of 109.69% over the last twelve months as of Q2 2024, highlighting the company's rapid expansion in the competitive data center market.

Despite a negative Price-to-Earnings (P/E) ratio of -21.02, reflecting the company's current lack of profitability, analysts remain optimistic about Iris Energy's sales growth in the current year. This optimism is further bolstered by an impressive gross profit margin of 85.52% in the same period, suggesting that the company is effectively managing its cost of sales relative to its revenue.

However, investors should be aware of the company's high price volatility. Over the last week, the stock price has seen a significant decline of 7.8%, which may concern short-term investors. Yet, those with a longer investment horizon might be encouraged by the large price uptick of 58.75% over the last six months.

InvestingPro Tips highlight that Iris Energy holds more cash than debt on its balance sheet and that its liquid assets exceed short-term obligations, indicating a strong liquidity position. Additionally, the company's stock generally trades with high price volatility, which could present opportunities for investors with a higher risk tolerance.

For those interested in a deeper analysis, there are 11 additional InvestingPro Tips available for Iris Energy at https://www.investing.com/pro/IREN. To enhance your investing strategy with these insights, use the coupon code PRONEWS24 to get an additional 10% off a yearly or biyearly Pro and Pro+ subscription.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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