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Sign InDigital Realty (DLR) continues to demonstrate disciplined capital allocation, with Refinitiv estimates projecting earnings of $0.47 per share for the upcoming report. In a significant strategic shift, IREN is transitioning from Bitcoin mining to an AI cloud infrastructure operator, aiming to scale up to 150,000 GPUs. This expansion is anchored by a massive $9.7 billion, five-year cloud contract with Microsoft, which is expected to support an annual recurring revenue (ARR) of up to $3.7 billion. However, IREN faces a 37.5% dilution risk due to a $6 billion additional share issuance limit intended to fund its growth. This development, alongside DigitalOcean's (DOCN) plans for 31MW of new GPU capacity by 2026, highlights the massive capital requirements and rapid evolution within the AI infrastructure sector.