Referring to the influencer quoted above; the problem with them is the great need to speak a lot and quickly.
I’m sure some quite good insights will come from there in time if they have the patience to delve into it.
I would approach the matter in a Munger-esque way through incentives.
If Nvidia supports Iren during its ascent, perhaps even advertises and praises it to the markets, looks for suitable partners, and generally oils the wheels everywhere, it can sell GPUs en masse into this massive capacity and, as a thank you, print money with warrants (after every 100k GPU delivery).
Let’s add that Iren’s biggest problem, i.e., GPU availability, is fixed immediately and they move to the front of the line (if Nvidia likes success and money, that is).
From there, it’s time to place bets on which outcome one believes in.
Edit:
A slightly better take on Nvidia, Iren, and Mirantis:
https://x.com/franklee6924t/status/2053344382053503273?s=46&t=Gf87bhKtIDEQ8PoQTL96bQ