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Wow, IREN is currently purchasing 50,000 B300 GPUs from NVIDIA all at once. This brings their total to 150,000 units — they've really entered the top tier of AI infrastructure providers. What surprised me: the company was just added to the MSCI US Index. That probably means automatic capital inflows from passive funds, right? It could be quite important for visibility among institutional investors. Bitcoin mining and AI infrastructure together — an interesting combination. Who of you is following this topic?