这些设备将分阶段交付至IREN位于乔治王子城的园区，预计支持公司在2026年第一季度末实现超5亿美 元AI云业务年经常性收入的目标。 智通财经APP获悉，数据中心运营商兼比特币矿企IREN Limited(IREN.US)周一宣布，已斥资约6.7亿美 元采购英伟达(NVDA.US)和AMD(AMD.US)的GPU，以加速其人工智能云业务增长。 IREN在声明中表示，此次采购包括7100台英伟达B300 GPU、4200台英伟达B200以及1100台AMD MI350X，总价值约6.74亿美元。此举使其GPU总装机量提升至约23,000台。 "随着全球算力需求加速增长，客户日益寻求能快速实现规模化的合作伙伴，"IREN联合创始人兼首席 执行官丹尼尔·罗伯茨表示，"在数月内将设备总量倍增到23,000余台GPU，充分体现我们垂直整合平台 的优势及满足长期紧迫需求的能力。交付前预签约模式的转变，为AI云业务增长注入新动能。" 当日盘前交易中，IREN股价涨超10%。 ...

IREN (IREN) jumped 11% in pre-market trading to $43 after the company announced it has doubled its AI Cloud capacity to 23,000 GPUs, lifting its annualized run-rate revenue target to more than $500 million by Q1 of 2026. The company invested about $674 million in 7,100 NVIDIA B300s, 4,200 NVIDIA B200s and 1,100 AMD MI350Xs. Deliveries will be staged over the coming months at IREN’s Prince George campus, which alongside Texas facilities, can eventually host over 60,000 Blackwell GPUs. The expanded fleet no ...

NEW YORK, Sept. 22, 2025 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (“IREN”) today announced it has doubled its AI Cloud capacity to 23k GPUs following the procurement of an additional 12.4k GPUs, and is now targeting more than $500m in AI Cloud annualized run-rate revenue (ARR) by Q1 2026.1 To meet rising demand, IREN has purchased 7.1k NVIDIA B300s, 4.2k NVIDIA B200s and 1.1k AMD MI350Xs for approximately $674m.2 The order reflects a growing trend of customers contracting capacity ahead of delivery, ...

Key Takeaways Circle's USDC in circulation rose to $72.36B as of Sept. 11.IREN targets $1.25B annualized revenue, driven by bitcoin mining and fast-growing AI cloud business. IREN shares soared 83.8% in a month, far outpacing Circle's 1.9% gain. Circle Internet (CRCL) and IREN Limited (IREN) are a couple of cryptocurrency-exposed stocks that have been gaining traction in recent times. Circle offers USDC stablecoin, which is redeemable on a one-for-one basis for U.S. dollars and is backed by reserves consist ...

IREN Ltd. (NASDAQ:IREN), which operates data centers and mines Bitcoin (CRYPTO:BTC), went from under-the-radar to over-the-top in 2025. ...

The U.S. Federal Reserve lowered interest rates for the first time in nine months, cutting the federal funds rate by 25 basis points to a new target range of 4.00% to 4.25%. The move, backed by 11 of 12 voting members, comes amid slowing economic growth, weaker job creation, and a slight uptick in unemployment, despite inflation remaining above target. Crypto stocks saw mixed reactions. Coinbase (COIN) fell 2.20% Tesla (TSLA) slipped 0.65% Robinhood (HOOD) edged down 0.37%, MicroStrategy (MSTR) droppe ...

We came across a bullish thesis on IREN Limited on X.com by Umbasim. In this article, we will summarize the bulls’ thesis on IREN. IREN Limited's share was trading at $30.19 as of September 9th. IREN’s trailing and forward P/E were 77.41 and 32.05 respectively according to Yahoo Finance. Terawulf (WULF) Cracks Past New All-Time High on Expanded Fluidstack Deal, Higher Google Financial Backing Image by Лечение Наркомании from Pixabay Iris Energy (NASDAQ: IREN) is emerging as a differentiated infrastructu ...

We recently published All-Time High Fever: 10 Stocks Soaring and Breaking Records. IREN Ltd. (NASDAQ:IREN) is one of the best performers in last week’s trading. Shares of IREN Ltd. jumped by 9.36 percent to hit a new all-time high as investors took path from an analyst’s bullish coverage for its stock. During the session, IREN Ltd. (NASDAQ:IREN) soared to its highest price of $37.23 before trimming gains to end the day just up by 9.36 percent at $37.14 apiece. IREN Ltd. (IREN) Hits Fresh High as Analyst ...

AI基础设施投资前景 - 人工智能基础设施支出在未来三年可能超过3万亿美元[1] - 提供芯片和数据中心的公司可能在未来几十年成为高回报投资[1] 英伟达市场地位 - 控制高达90%的GPU市场份额[3] - 数据中心业务占上季度营收88% 同比增长56%[6] - 为不同市场提供多种计算平台包括Jetson机器人训练和IGX工业医疗边缘AI应用[7] 英伟达增长动力 - 过去十年股价上涨31000%[4] - 分析师预计未来几年盈利年化增长率达36%[7] - OpenAI计划到2025年底部署超过100万颗GPU 长期目标达到1亿颗[5] 英伟达估值水平 - 当前股价仅为明年预期收益的28倍[7] Iris Energy业务转型 - 从比特币挖矿转向建设高性能AI数据中心[9] - 去年营收增长超过一倍至5.01亿美元[10] - 调整后EBITDA增长395%至2.7亿美元[10] Iris Energy增长潜力 - 华尔街分析师预计未来三年调整后EBITDA将达到12亿美元[10] - 已获得2.9吉瓦合约电力供应[12] - 过去四年电力容量增长约100倍[12] 数据中心电力需求 - 高盛预测到2030年数据中心电力需求将增长165%[11] - 电力短缺可能成为AI市场主要瓶颈[11] - 年内股价已上涨240%[13]

人工智能行业投资前景 - 麦肯锡预计到2030年数据中心需要近7万亿美元投资以满足算力需求[1] - 摩根斯坦利估计人工智能长期将为商业领域创造40万亿美元运营效益[2] SoundHound AI公司分析 - 公司专注语音AI交互技术 通过20年用户交互数据构建多语言AI模型Polaris[4][5] - 季度营收同比增长200% 月查询量超10亿次 瞄准1400亿美元语音技术市场[6][7] - 收购Amelia后拓展至保险零售医疗领域 自主AI代理平台可完成无人工干预任务[7] - 当前市销率达45倍 过去一年交易市销率区间为21-111倍[8] IREN Limited公司分析 - 从比特币挖矿转型AI云计算服务 挖矿业务年化营收超10亿美元[10][11] - 2025财年营收5.01亿美元创纪录 同比增长168% 实现8700万美元利润[12] - 成为英伟达优先合作伙伴 计划部署6万颗Blackwell芯片和1.9万颗GB300芯片[13] - 分析师预计2028财年营收达15亿美元 EBITDA将超12亿美元[14] - 当前市销率15倍 被认为对高增长高毛利业务具估值吸引力[15]