Workflow
Iris Energy (IREN)
icon
搜索文档
IREN: Bitcoin Miner With AI Ambitions
Seeking Alpha· 2025-09-25 20:30
My name is Myriam Hernandez Alvarez. I received the Electronics and Telecommunication Engineering degree from the Escuela Politecnica Nacional, Quito, Ecuador, the M.Sc. degree in computer science from Ohio University, Athens, OH, USA, a graduate degree in Business Management from Universidad Andina Simon Bolivar, Quito, Ecuador, and the Ph.D. degree in computer applications from the University of Alicante, Spain.Disclosure: I collaborate professionally with Edgar Torres H, who is also an author on Seeking ...
New Age Metals Announces $3,500,000 Financing with Additional Investment from Eric Sprott
Thenewswire· 2025-09-25 20:30
 Rockport, Ontario – TheNewswire - September 25, 2025 – New Age Metals Inc. (TSXV: NAM) (OTCQB: NMTLF) (FSE: P7J) ("NAM" or the "Company"), is pleased to announce a non-brokered private placement offering (the “Private Placement”) for aggregate gross proceeds of up to $3,500,000 consisting of: (i) up to $2,300,000 in units of the Company (the “Units”) at a price of $0.22 per Unit and (ii) up to $1,200,000 in flow-through units of the Company (the “FT Units”) at a price of $0.26 per FT Unit. Mr. Eric Sprott ...
Hi-View Resources Announces Induced Polarization Survey on Flagship Golden Stranger Project
Thenewswire· 2025-09-25 20:30
VANCOUVER, BRITISH COLUMBIA – TheNewswire - SEPTEMBER 25th, 2025 – HI-VIEW RESOURCES INC. (“Hi-View” or the “Company”) (CSE: HVW; OTCQB: HVWRF; FSE: B63) has engaged Peter E. Walcott & Associates to conduct a comprehensive ground induced polarization (IP) survey at its flagship Golden Stranger Project. Preparations are in progress, with field work set to commence this week. The survey will consist of approximately four 2-kilometer lines, spaced 400 meters apart, covering a total of about 8 kilometers of de ...
Why Iren Stock Leaped 17% Higher on Wednesday
Yahoo Finance· 2025-09-25 04:45
Key Points No less than three analysts weighed in with new takes on the specialized tech company. All are quite bullish on its prospects. 10 stocks we like better than Iren › Iren (NASDAQ: IREN) easily surmounted the hump of Hump Day, with its shares closing the day more than 17% higher in price. That was on the back of no less than three positive analyst notes, which greatly improved sentiment on the company. Its rise easily topped the performance of the S&P 500 index, which ended the day down 0.3% ...
IREN Stock Gains 510%—Is More Upside Possible?
Benzinga· 2025-09-25 01:52
IREN Limited IREN shares have skyrocketed an extraordinary 510% over the past six months, prompting investors to ask whether there is still more upside ahead. IREN stock is rallying. See the real-time price action here. IREN's Dual-Engine Business Model IREN's massive rally has been fueled by its dual-engine business model: Bitcoin BTC/USD mining operations and a rapid expansion into AI cloud infrastructure. The company mined 1,825 bitcoins in the most recent quarter, supporting a near 30% sequential revenu ...
3 AI Infrastructure Stocks Riding the Coming Power Crunch
The Motley Fool· 2025-09-24 17:30
As data centers strain the grid, these companies are betting big on AI's energy edge.Nvidia's (NVDA -2.79%) $100 billion agreement with OpenAI underscores a critical shift in artificial intelligence (AI): the limiting factor is no longer chips, but power. Each gigawatt of computing capacity draws on the scale of a nuclear reactor, making electricity the new bottleneck in AI growth. That dynamic puts fresh attention on companies working to build, supply, and optimize the infrastructure behind these energy-hu ...
IREN (NASDAQ:IREN) Sees New Price Target and Expands AI Cloud Capacity
Financial Modeling Prep· 2025-09-24 05:00
分析师观点与价格目标 - Roth Capital分析师Darren Aftahi为IREN设定新的目标价82美元,相较于当前股价41.70美元,潜在上涨空间约为96.67% [1][6] 业务扩张与战略投资 - 公司通过收购12,400个额外GPU,将其AI云算力总规模扩大至23,000个GPU,此项扩张投资成本为6.74亿美元 [2] - 此次AI云容量扩张旨在实现到2026财年第一季度5亿美元的年化收入目标 [2] - 公司为其Prince George园区采购了4,200个NVIDIA Blackwell B200 GPU,该架构以提升AI计算性能和能效著称,有助于提高运营效率并降低成本 [3] 股票表现与市场数据 - 公司股票年初至今上涨314.5%,表现超越行业平均水平 [4][6] - 当前股价为41.81美元,日内微跌0.21%或0.09美元,交易区间在41.32美元至44.25美元之间,其中44.25美元为过去一年最高价 [4] - 公司当前市值约为89.7亿美元,反映出其显著的市场地位,今日成交量为2,069万股,显示投资者兴趣浓厚 [5][6]
IREN Expands AI Cloud Capacity: Is the Growth Thesis Strengthening?
ZACKS· 2025-09-23 02:41
AI云业务扩张 - 公司通过斥资约6.74亿美元购买额外12400块GPU 将其AI云算力容量翻倍至23000块GPU[1] - 新增GPU包括1900块NVIDIA H100和H200、19100块NVIDIA B200和B300、1200块NVIDIA GB300以及1100块AMD MI350X[1] - 公司预计到2026财年第一季度 AI云业务的年度经常性收入将达到5亿美元[1] - 公司AI云业务迅速扩张 目前有超过10000块GPU已上线或将在未来几个月内投入使用[3] 技术部署与基础设施 - 公司在8月底宣布额外购买4200块Blackwell B200 GPU 将部署于Prince George园区[2] - Blackwell架构相比Hopper在AI计算性能和能效方面有显著提升 有助于降低成本和能耗[2] - 即将部署的GPU包括在Prince George园区的下一代液冷GB300 NVL72系统[3] - 公司正在不列颠哥伦比亚省(160兆瓦)从比特币挖矿向AI转型 包括在Prince George建设新的液冷数据中心以安装GB300 NVL72[4] 财务业绩与预期 - 公司有望实现12.5亿美元的年化收入 其中约10亿美元来自比特币挖矿 2亿至2.5亿美元来自AI云业务(截至2025年12月)[4] - 公司预计在未来几个月内将GPU数量从1900块扩大到10900块[4] - 公司计划在不列颠哥伦比亚省的站点安装超过60000块NVIDIA Blackwell GPU 并认识到Horizon 1项目有部署19000块GB300的潜力[4] 市场竞争格局 - 公司在比特币挖矿市场面临Strategy和CleanSpark等公司的激烈竞争[5] - Strategy的比特币收益率在2025年第二季度末达到19.7% 年初至今为25% 以美元计价的比特币收益在第二季度末为95亿美元 年初至今为132亿美元[6] - CleanSpark在2025财年第三季度生产了2012枚比特币 同比增长28% 每比特币平均收入为99000美元 同比增长50% 同期每比特币成本为44806美元 远低于约98500美元的平均现货价格[7] 股价表现与估值 - 公司股价年初至今上涨314.5% 表现远超Zacks金融板块14.9%的回报率和Zacks金融综合服务行业9.7%的回报率[8] - 公司股票交易存在溢价 其价格与现金流比为4.82倍 高于行业平均的3.81倍[12] - 公司2026财年的Zacks共识每股收益预期为1.08美元 过去七天内保持不变 而2025财年报告的每股收益为4美分[14]
IREN: Doubled AI GPUs, Revenue Is Next
Seeking Alpha· 2025-09-23 00:31
Don’t just invest—dominate with Tech Contrarians' realized return on closed positions of 65.8% since inception. You’ll get exclusive insights into high-focus stocks, curated watchlists, one-on-one portfolio consultations, and everything from live portfolio tracking to earnings updates on 50+ companies. Subscribe today.IREN Limited (NASDAQ: IREN ) is a once-crypto mining firm turned AI cloud infrastructure player; it’s one of many companies that have switched their business to match the times and, more impor ...
More companies adopt co-CEO structure
Reuters· 2025-09-23 00:10
公司高层人事变动 - 企业软件制造商甲骨文宣布由内部人士Clay Magouyrk和Mike Sicilia担任联合首席执行官 [1] - 此举旨在接替已执掌公司11年的Safra Catz [1] - Safra Catz被任命为董事会副主席 [1]