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Benjamin Sommers

Benjamin Sommers

Research Analyst at BTIG, LLC

United States

Benjamin Sommers is an Equity Research Analyst at BTIG, LLC specializing in coverage of internet, media, and enabling technologies sectors. He has provided in-depth research on companies such as Bitdeer Technologies Group and IREN Ltd, participating in earnings calls and delivering analytical insights that aid investor decisions. Sommers joined BTIG after gaining experience as a Senior Informatics Analyst and in data-driven roles across various industries. He holds recognized professional credentials as a securities analyst and demonstrates strong analytical acumen in capital markets research.

Benjamin Sommers's questions to IREN (IREN) leadership

Question · FY 2025

Benjamin Sommers inquired about the rationale for beginning development on Horizon 2 and whether it was driven by customer demand to scale beyond Horizon 1. He also asked about the potential difference in customer profiles for the large-scale Sweetwater site versus the smaller Childress sites.

Answer

Co-CEO Daniel Roberts explained that the company has not committed full capex to Horizon 2 but is ordering long-lead items to maintain 'cheap optionality' and ensure a fast time-to-power. He described the decision as a 'no-brainer' given the increasing demand signals for both AI cloud and colocation. The response focused on the Horizon 2 strategy, without detailing the different customer profiles for Sweetwater.

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