Irene Emerges as the Sustainable Winner in AI Infrastructure

15 days ago

Narrator

"The bottom line, Irene is the only company showing a path to sustainable profit. Coreweave and Nebius are still renting momentum and burning cash. The real moat test is who owns what. A business without ownership is a business built on permission, and when the market tightens, permission gets revoked fast. Irene owns the power. They own the land. They own the liquid cooled data centers, which sets them apart from competitors reliant on leased infrastructure."

The transcript contrasts three AI infrastructure companies and identifies Irene (Irel Limited) as the only firm building lasting value through asset ownership and secure, multi-year contracts, unlike its peers that rely on leased resources, which may not be sustainable when market conditions tighten.

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