# data center revenue — X 热门讨论 (2026-10-11 08:00 UTC)
## @ShridhantS (microcap investors) · 10-11 04:55 · ♥52 ↻4 💬1 Marine electric orders Book, historical data of orders book
1255 cr order > FY26 revenue ~877 cr
Order book jumped ~139%
Very interesting 🤔🤔
Data center
#Mel #Marine https://t.co/oj2kpu2GM4 https://x.com/ShridhantS/status/2109145769546764593
## @IREN_Bull (IREN Bull) · 10-11 02:26 · ♥41 ↻0 💬1 🚨 This is EXACTLY why $IREN is so well positioned.
Oracle’s massive 2.45 GW Project Jupiter is facing power, permitting and infrastructure challenges. Across the U.S., data center projects are being delayed as AI demand explodes.
Meanwhile, IREN has spent YEARS securing 5+ GW of power capacity.
The AI bottleneck isn’t demand. It’s access to deliverable power.
And that’s IREN’s competitive advantage.
As competitors struggle to secure electricity, IREN’s existing power portfolio becomes increasingly valuable, strengthening its pricing power, customer appeal and long-term revenue potential.
Wall Street is valuing IREN as a GPU cloud provider. It may be dramatically undervaluing the strategic importance of what IREN already controls: POWER. > 引用 @Beth_Kindig: The data center bottleneck may no longer be demand, but permission.
While planned MWs represent data center capacity in the queue, permissioned MWs represent capacity that could realistically be built.
Here’s why that distinction matters for investors. ⬇️ https://t.co/kRk2hIMBgI $ORCL $APLD $BE https://x.com/IREN_Bull/status/2109108351778816323