| $2.1 billion. That’s how much Nvidia plans to invest in its newest AI infrastructure deal. Big Tech is going full throttle with their AI data center buildout, and that means more old servers getting ripped out and replaced. One American company has a new breakthrough that turns these old servers into gold. Here’s how it could make investors 370%. Nvidia just partnered with a data center company called IREN to build up to 5 gigawatts of new AI factories. The flagship site is a massive Texas campus capable of housing over 700,000 of Nvidia's most advanced GPUs. As part of the deal, Nvidia also secured the right to invest up to $2.1 billion in IREN over the next 5 years. Jensen Huang said "AI factories are becoming foundational infrastructure for the global economy." And the Nvidia-IREN deal is just the latest in a wave of massive AI infrastructure commitments. Goldman Sachs estimates that more than $1 trillion will be invested in AI data centers in the next few years. That means more data centers being built every year, more new chips going in, and more old servers being torn out and thrown away. Those discarded circuit boards contain 100x more gold than ore from the world's biggest conventional mines. One American company has built a process to extract it. They spend about $5,000 on a tonne of AI waste and pull out $25,000 in gold and other precious metals. They've already made 23 commercial gold sales. The company is getting ready to go public on the NYSE. Here’s why shares could jump 370% in 2026. Ian Wyatt |
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