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IREN IREN
Neoclouds · NASDAQ · 한국어 페이지
Bitcoin miner turning into a GPU cloud (Microsoft, NVIDIA and other contracts). No company-specific trade flow — tracked through AI server imports as an industry proxy.
Current-quarter revenue estimate
No current-quarter estimate — no data flow moves closely enough with this company's revenue.
Industry flow
US imports of Taiwanese servers · to Aug 2026
−0.8%last 3 months vs a year earlier
No company-specific flow — this is an industry-wide flow for context.
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
US imports of computer parts (incl. GPU boards) US Census Bureau | End demand | D Weak link | -0.09 | Aug 2026 |
US imports of Taiwanese servers US Census Bureau | End demand | D Weak link | -0.25 | Aug 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.