IREN, BE Networks Simulate 50,000 NVIDIA Blackwell GPUs as Shares Fall

On July 12, IREN and BE Networks advanced their collaboration by using NVIDIA DSX Air to digitally twin and validate network architecture for over 50,000 Blackwell Ultra GPUs ahead of physical rollout. This follows NVIDIA’s July 9 integration of Isaac AI tools into Hugging Face LeRobot for robotics development and the July 10 EGS-Twin geothermal partnership with Fervo Energy and Pacific Northwest National Laboratory. The latest initiative deploys BE Networks’ Verity platform to reduce deployment risk for IREN’s AI factory, with full EGS-Twin implementation targeted for 2029. NVDA fell 3.27% and IREN dropped 5.98% on the day amid capex concerns.