IREN
Guest preview — showing qualitative direction only.
IREN Analysis Summary
IREN (IREN) operates in Layer 3: Infrastructure, in the Power Rich Data Centers sub-sector. With a $4.5B market cap and 45% AI-derived revenue, it sits in the midstream tier of the AI supply chain.
The current composite signal is neutral with none conviction, driven primarily by daily factors.
IREN has supply chain relationships with 2 companies in the AI ecosystem. Upstream suppliers include ETN, VRT.
IREN is currently affected by 2 bottlenecks (Grid Gear / Long-Lead Electrical Equipment, Data Center Power Capacity).
Learn more about our signal methodology. View Signal History → IREN AI Visibility →
Analysis as of May 21, 2026 15:32 UTC (daily run). Live data.
Data Trust
Quality grade C · Score 0.74 · Updated May 21, 2026 15:32 UTC (0.3h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is neutral with none conviction. Based on the latest daily run.
Primary driver appears to be daily factors for this ticker.
Latest Recommendation
No recent recommendation is currently published for this ticker in the latest completed runs.
Supply Chain Position (Guest Preview)
Neighbor signal strengths and propagation context available after sign-in.
Portfolio Position
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Bottleneck Exposure (Guest Preview)
Fundamentals & Characteristics
- Market Cap
- $4,500M (4.5B)
- Avg Daily Volume
- $100.0M
- AI Revenue %
- 45%
- Liquid Options
- No
- Layer
- 3 — Infrastructure
- Sub-Sector
- Power Rich Data Centers
- Mega Cap
- No
Latest Signal Snapshot
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About IREN
- Company: IREN
- Supply Chain Position: Infrastructure (Layer 3 of 10)
- Market Cap: $4.5B
- AI Revenue: 45%
- Sub-sector: Power Rich Data Centers
- Tier: Midstream
- Supply Chain Partners: 2 companies
IREN FAQ
What does IREN do in AI?
IREN (IREN) operates in the Infrastructure layer of the AI supply chain, in the Power Rich Data Centers sub-sector.
Is IREN a buy or sell?
Full signal analysis for IREN is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is IREN in?
IREN is in Layer 3: Infrastructure. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is IREN's AI revenue exposure?
IREN derives approximately 45% of its revenue from AI-related activities. It has a market capitalization of $4.5B and sits in the midstream tier of the AI supply chain.
⚡ AI Brand Visibility
How often AI models (ChatGPT, Claude, Gemini) mention IREN when users ask questions in its category.
Source: geo.sig.ai — tracks AI visibility for 5,600+ companies across 30 verticals.