David Sacks just presented the calculation for a 1GW data center:


→ ~$50B capital expenditure
→ $25–30B annual revenue
→ ~2 years payback
Now let's do the math for $IREN with 5GW of secured capacity (Sweetwater 1.4GW has been activated):
→ Full-scale potential \*\*$125B – $150B ARR\*\*
→ With a revenue multiple of 15–20x = theoretical market capitalization of $1.9T – $3T
Even at the accelerated rate of 2–3GW: stock price potential $300 – $800
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