These companies are set to thrive from the AI boom.Artificial intelligence (AI) is getting exponentially smarter every year, as companies continue to pour billions into more chips for training computers to think like a human. McKinsey estimates that data centers will require nearly $7 trillion of investment by 2030 to meet demand for more computing power.The rationale for this investment is the returns businesses expect to earn. For example, Morgan Stanley estimates that AI will create $40 trillion in opera ...

The CoinShares Bitcoin Mining ETF (WGMI) can help investors and advisors gain access to IREN's stock performance. IREN, notably, is the top holding within WGMI's portfolio. FactSet data shows that, as of September 12, 2025, more than 20% of the fund's assets were allocated towards IREN exposure. However, WGMI brings far more to the table than IREN exposure. The fund is actively managed and provides access to some of the leading companies in the bitcoin mining industry. This includes companies like Riot Pla ...

Key Points Iren has been using cash from its crypto mining operations to fund AI cloud-capacity growth. The company has three data center projects in the works. Iren has big growth expansion plans but will need additional financing to complete them. 10 stocks we like better than Iren › It's been an eventful week in the artificial intelligence (AI) space. One AI cloud infrastructure provider announced a surprisingly large deal with tech giant Microsoft. Oracle also shocked investors by announcing ...

We recently published AI Frenzy: 10 Stocks Crushing the Market, 6 Climb to Fresh Highs. IREN Ltd. (NASDAQ:IREN) is one of the top performers on Wednesday. IREN Ltd. extended its winning streak to a fourth consecutive day on Wednesday to reach another all-time high as investors took path from an investment firm’s price target upgrade, alongside continued optimism for the artificial intelligence sector. During the session, IREN Ltd. (NASDAQ:IREN) climbed to its fresh 52-week peak of $33.64 before ending th ...

股价表现 - 年初至今股价上涨207.5% 远超金融板块12%和金融综合服务行业3.3%的回报率 [1] - 表现优于同行 Riot Platforms和CleanSpark同期回报率分别为49%和5% [1] - 技术面上股价位于50日和200日移动平均线之上 显示看涨趋势 [6][7] 比特币业务 - 第四季度营收环比增长29.4%至1.873亿美元 比特币挖矿量达1,825枚 [2] - 比特币业务收入1.803亿美元 环比增长27.7% 单枚比特币平均收益98.8美元 [2] - 拥有行业领先的能效水平 每太哈希15焦耳 电力成本低至每千瓦时3.5美分 [2] - 6月实现50 EH/s算力目标 年化硬件利润约8.3亿美元 [11] AI云业务 - AI云服务收入从360万美元增长至700万美元 几乎翻倍 [3][8] - 在线及即将部署的GPU超过10,000台 包括英伟达新一代液冷GB300 NVL72系统 [3] - 获得英伟达优选合作伙伴资格 业务扩张迅速 [3] - 预计AI云业务年化收入将达2-2.5亿美元 [12] 基础设施扩张 - 当前运营810兆瓦数据中心 电网连接功率增长35%至2,910兆瓦 [14] - 正在建设首座直接芯片液冷AI数据中心Horizon 1及德克萨斯州2吉瓦数据中心枢纽 [14] - 不列颠哥伦比亚省160兆瓦设施正从比特币挖矿向AI转型 [13] - 计划部署超过60,000台英伟达Blackwell GPU [13] 财务数据 - 现金及等价物5.645亿美元 [15] - 通过现有现金、运营现金流和GPU融资完全支持扩张计划 [15] - 获得两笔融资 以个位数利率为2亿美元GPU采购提供24-36个月期限资金 [15] 业绩预期 - 2026财年第一季度每股收益预期0.18美元 较30日前下调28% [16] - 2026财年营收预期11.3亿美元 较2024财年增长120.9% [17] - 2026财年每股收益预期1.08美元 较30日前下调6.1% [17] 估值水平 - 价值评分D级显示估值偏高 [18] - 远期市净率4.29倍 高于行业平均3.59倍 [18] - 相比CleanSpark的1.27倍和Riot Platforms的1.71倍估值较高 [18]

We recently published 10 Stocks With Eye-Popping Gains — 1 Surges 3,000%. IREN Ltd. (NASDAQ:IREN) is one of the top performers on Tuesday. IREN Ltd. rallied for a third consecutive day on Tuesday to reach a new all-time high, with the jump attributed to renewed investor optimism for the overall artificial intelligence industry. During the trading session, IREN Ltd. (NASDAQ:IREN) jumped to as high as $30.5 before trimming gains to end the day up by 15.27 percent at $30.19 apiece. IREN Ltd. (IREN) Touches ...

Key Points An AI infrastructure peer just announced a deal worth more than the company's entire market cap. Iren shares have more than tripled so far in 2025. Iren has been rapidly procuring Nvidia GPUs. 10 stocks we like better than Iren › Iren Limited (NASDAQ: IREN) stock has been quietly making shareholders richer this year. Today's jump came after a big deal was announced in the artificial intelligence (AI) cloud infrastructure space. Today, Iren shares spiked higher by 15.8% as of 3:08 p.m. ...

IREN stock price has been in a strong bull run in the past few months, moving from a low of $5.17 in April to nearly $30 today. Its market capitalization has jumped from $1.1 billion to $7.25 billion,... ...

公司人事变动 - 任命Anthony Lewis为首席财务官 接替Belinda Nucifora的职位[1][2] - Anthony Lewis于2025年7月加入公司担任首席资本官 负责资本市场战略和融资活动[1] - 原首席财务官Belinda Nucifora在任3.5年期间 主导了美国公认会计原则报告过渡并强化公司财务体系[2] 高管背景与贡献 - Anthony Lewis拥有22年金融市场经验 曾在麦格理集团担任联合司库 负责全球融资和流动性管理[2] - 其已推动人工智能云业务加速扩张 并主导近期公布的GPU融资项目[2] - 原首席财务官在转型期强化系统控制 为财务体系奠定坚实基础[2] 公司业务定位 - 公司是新一代数据中心开发商和运营商 专注于比特币和人工智能领域[3] - 全部采用可再生能源供电 包括购买可再生能源证书[3] - 数据中心位于美国和加拿大可再生能源丰富地区 配备光纤网络连接[3] 基础设施规模 - 电网连接电力达2,910兆瓦 覆盖超过2,000英亩土地[4] - 运营数据中心容量达810兆瓦 支撑三大业务板块[4] - 拥有额外数千兆瓦级开发管道项目[4] 核心业务板块 - 比特币挖矿业务装机算力达50EH/s 是全球最大低成本生产商之一[4] - 人工智能云服务采用英伟达下一代GPU 为客户提供高性能计算[4] - 人工智能数据中心提供端到端基础设施服务 专为AI工作负载设计[4]

核心观点 - 公司8月比特币挖矿业务受季节性限电和电价上涨影响 算力和产量环比下降 但AI云业务加速扩张 获得英伟达优先合作伙伴地位并推进大规模GPU部署[1][4][5][7][8][10] 运营数据 - 比特币挖矿平均运行算力44.0 EH/s 较7月45.4 EH/s下降3%[4] - 比特币产量668 BTC 较7月728 BTC下降8%[4] - 单比特币挖矿净电力成本38,791美元 较7月32,266美元上升20%[4] - 比特币挖矿收入7670万美元 较7月8360万美元下降8%[4] - 硬件利润5080万美元 利润率66% 较7月6010万美元和72%下降[4] - AI云业务收入240万美元 较7月230万美元增长4%[4] - AI云硬件利润240万美元 利润率98% 与7月持平[4][25] - 总硬件利润5320万美元 较7月6240万美元下降15%[25] AI云业务进展 - GPU数量从1.9k扩展至10.9k 其中超过80%为Blackwell架构[5] - 获得英伟达优先合作伙伴地位 支持客户扩展和多元化[10] - 当前GPU集群部署在Together AI、Hume和Fluidstack等AI生态合作伙伴[10] - 通过非稀释性GPU融资获得约2亿美元资金 覆盖全部GPU采购成本[10] - 正在与超大规模和非超大规模客户积极接洽 涉及全站点组合[10] - 目标在2025年12月实现2-2.5亿美元年化收入[10] 基础设施扩张 - 不列颠哥伦比亚省校区拥有160MW运营数据中心 可支持超过60k GPU[13][14] - 乔治王子城校区容量超过20k GPU 正在将ASIC转换为GPU[10][14] - 乔治王子城新建10MW液冷数据中心 可支持超过4.5k GB300系统[17] - 正在安装所有GPU的电力冗余设备[17] - 德克萨斯州Childress校区750MW运营中 第二座变电站已通电[17] - 德克萨斯州Sweetwater校区2000MW规划中 一期1400MW目标2026年4月通电[17] 项目时间表 - 乔治王子城液冷数据中心改造按计划进行[8] - Horizon 1项目按计划2025年第四季度交付 数据中心大厅和液冷工厂建设中[17] - Horizon 2项目现场工作和采购进行中[17] - Sweetwater 1一期目标2026年4月通电[17] - Sweetwater 2目标2027年底通电[17] 财务指标说明 - 年化收入计算基于比特币价格11.5万美元 100%正常运行时间 928 EH/s网络算力 3.125比特币区块奖励和0.1比特币交易费用[24] - 硬件利润计算为收入减去净电力成本 不包括所有其他场地 管理费用和REC成本[34] - 60k GPU容量估算基于160MW电力容量 1.1 PUE和英伟达B200参考架构[24] - 20k GPU容量估算基于50MW电力容量 1.1 PUE和英伟达B200参考架构[24]