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Research Desk

Finance

Verified reporting on financial markets, corporate treasuries, capital structures, monetary conditions and the infrastructure that connects finance to the wider economy.

The Bitcoin Mine Has a Second Customer: IREN's AI Cloud Crossover

IREN reported $70.5 million in quarterly AI Cloud Services revenue and $66.7 million from Bitcoin Mining. The crossover reveals a second economic use for the power, land and data-center infrastructure built around Bitcoin.

What Is Happening to Bitcoin in 2026? IREN's AI Revenue Just Passed Bitcoin Mining as AI Data Centers Create a New Battle for Power

IREN's quarterly AI Cloud Services revenue surpassed its Bitcoin Mining revenue, revealing how power, land and data-center infrastructure built around mining can gain another economic use. Strategy, Treasury markets and AI-agent payments show how the wider Bitcoin system is changing.