Any thoughts on who else might be a buyer of iren

There are several other companies that could potentially be interested in acquiring Iris Energy (IREN) based on their strategic needs and market positioning. Here are a few potential suitors:

1. Core Scientific: Core Scientific has recently entered into a high-performance computing (HPC) hosting agreement with CoreWeave, indicating a strategic interest in expanding its infrastructure to support AI and HPC workloads. Core Scientific's involvement in the AI sector could make it a potential buyer for Iris Energy, especially given their complementary strengths in mining and AI hosting.
2. Marathon Digital: Marathon Digital (MARA) is another Bitcoin miner that could be a potential buyer for Iris Energy. With a focus on Bitcoin mining, Marathon Digital could be interested in acquiring Iris Energy's mining capabilities and infrastructure to expand its own operations.
3. Cipher Mining: Cipher Mining (IFR) has been noted for its attractive power costs and strong operational history. If Cipher Mining is looking to expand its data center footprint and increase its HPC capabilities, Iris Energy's infrastructure could be a valuable addition.
4. Riot Platforms: Riot Platforms (RIO) is another company with an overweight rating from JPMorgan that remains fully committed to Bitcoin mining. However, Riot Platforms has not shown interest in HPC despite its abundant power capacity, so it is uncertain whether they would be a buyer for Iris Energy.
5. Other Tech Companies: In addition to NVIDIA, other tech companies with a focus on AI and HPC, such as AMD or Intel, could also be potential buyers for Iris Energy if they perceive value in acquiring the company's data centers and expertise.

It's important to note that the decision to pursue a buyout would depend on various factors, including strategic fit, financial considerations, and market conditions at the time of negotiation. While these companies have been mentioned as potential suitors, there could be other parties interested in acquiring Iris Energy based on their unique needs and market positioning.