JPMorgan Hikes Kospi Bull Case Target to 10,000 on Memory Boom
Corroborated by 2 sources from 2 publishers
globalgeneral4h ago
TL;DR
Reports differ across sources; according to finance.yahoo.com, quick Read - - IREN’s transformation into an AI cloud provider depends on securing NVIDIA’s advanced chips in volume to meet its 150,000 GPU deployment target, but the partnership contract reportedly doesn’t lock in those allocations, creating structural risk to the company’s $3.7B revenue guidance.