$YOMOGI
Fading QuicklySnapshot Window: 2026-08-23 03:20 UTC ยท โ Back to Crypto Overview
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Verbatim Community Citations & Social Evidence 1 source posts analyzed
With $IREN and $NVDA earnings coming up, I keep seeing the Nvidia-IREN deal compared unfavorably to the $NBIS deal. FinX thinks Nvidia gave $NBIS $2 billion and gave $IREN nothing. Half right. The "nothing" is a $3.4 billion contract. Both are wins. They're different
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AI visual note: The image, titled "The NVIDIA Playbook: Two deals. Both wins," contrasts Nvidia's investments by showing a $2B equity check to $NBIS (cash in the bank with Nvidia on the cap table) versus a $3.4B cloud contract with $IREN (Nvidia as customer, plus a $70 warrant vesting on execution). The graphic visually reinforces the post's argument that while both deals look different, they represent equally valuable wins for Nvidia and the respective companies.