Microsoft (MSFT) today said it had signed a $9.7 billion purchase agreement for AI cloud capacity from bitcoin miner-turned-neocloud company IREN (IREN). The move marked one of the biggest commercial validations yet for the upcoming neocloud sector — referring to a group of data center firms that evolved from bitcoin mining into artificial intelligence infrastructure. Under the five-year contract, Microsoft will gain access to Nvidia GB300-based AI systems hosted in Texas. IREN, formerly known for its l ...

（文章来源：每日经济新闻） 每经AI快讯，11月3日，IREN美股盘前直线拉升涨21%。 ...

格隆汇11月3日｜IREN美股盘前直线拉升涨超14%，消息面上，公司与微软签署97亿美元协议，将在德 克萨斯州提供云计算服务。 ...

NEW YORK, Nov. 03, 2025 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (“IREN”) today announced it has signed a multi-year GPU cloud services contract with Microsoft. Under the agreement, IREN will provide Microsoft with access to NVIDIA GB300 GPUs over a five-year term, with a total contract value of approximately $9.7 billion, including a 20% prepayment. IREN has also entered into an agreement with Dell Technologies to purchase the GPUs and ancillary equipment for approximately $5.8 billion.1 The GPUs ar ...

加密货币市场趋势 - 比特币正接近历史高点，投资者对加密货币的热情日益高涨 [1] - 加密货币相关股票近期表现火热，许多股票涨幅超过标普500指数 [1] - 加密货币股票不仅受益于加密货币价格上涨，其商业模式还能产生有意义的营收增长 [1] 加密货币股票投资逻辑 - 部分加密货币股票今年迄今的表现已超越比特币本身 [2][8] - 如果比特币价格继续走高，这些股票有望为有耐心的投资者带来稳健收益 [2] - 加密货币股票提供了参与加密货币上涨的机会，同时拥有超越单纯买卖加密货币的底层业务 [8] IREN公司业务转型 - 加密货币矿商正在向人工智能数据中心转型 [3] - IREN是定位最佳、最能从人工智能热潮中获利的加密货币矿商之一 [4] - 公司目前大部分收入来自比特币挖矿，但预计其云业务部门将实现显著增长 [7] IREN公司资产与合作协议 - IREN拥有810兆瓦的数据中心容量和近3吉瓦的已签约电网连接电力 [5] - 基于先前交易，这些电力资源可为公司带来数十亿美元价值，大部分电力将在2027年底前可用 [5] - 公司在8月报告2025财年第四季度业绩时，提到了额外的多吉瓦级开发管道 [5] IREN公司云业务增长预期 - 公司在8月告知投资者，预计到年底年度经常性云收入将达到2亿至2.5亿美元 [7] - 一个月后，公司更新预期，预计到2026年第一季度末年度经常性云收入将超过5亿美元 [7] 行业合作与市场机遇 - 科技巨头需要能源和数据中心作为其人工智能项目的支柱 [4][5] - 参考Nebius与微软达成的价值174亿美元（最高可达194亿美元）的5年期协议，IREN未来有潜力支持10个类似规模的交易 [6] - 随着人工智能投资公司面临的能源瓶颈日益收紧，此类协议的价值可能变得更高 [6]

Key Takeaways IREN doubled its AI cloud capacity to 23k GPUs with a $674 million purchase of NVIDIA and AMD chips. Customer contracts for 11k GPUs support $225 million in AI Cloud ARR, targeting $500 million by fiscal 2026. IREN shares have jumped 502.7% YTD, with the stock trading at a 63.42X price/cash flow multiple. IREN Limited’s (IREN) AI cloud business is expanding rapidly. IREN has doubled its AI cloud capacity to 23k GPUs through the purchase of an additional 12.4k GPUs for roughly $674 million. Thi ...

Key Takeaways Applied Digital's CoreWeave lease deal secures $11B in projected revenues and de-risks its business.IREN targets $1.25B in annualized revenues, with $500M AI Cloud ARR expected by early fiscal 2026. APLD shares surged 49.7% in a month, outpacing IREN's 33% gain, signaling stronger investor momentum. Applied Digital (APLD) and IREN Limited (IREN) offer next-gen data center infrastructure targeting high-performance computing (HPC), artificial intelligence (AI) workloads and scalable computing. D ...

IREN Limited ( IREN ) failed to break through a psychological level of $70 per share a couple of weeks ago and it currently trades at $62. The current 13% short interest is quite high, but I think that the stockComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now I feel very confident i ...

市场表现 - 加密货币相关股票周一普遍上涨 Robinhood上涨5% Hut 8、CleanSpark和IREN等比特币矿工/AI基础设施公司涨幅在2%-3%之间 Eric Trump领导的American Bitcoin因宣布收购1,414枚比特币持仓增至3,865枚而大涨10.5% [2][3] - 稳定币发行商Circle表现落后下跌2.3% [3] - 传统市场同样飙升纳斯达克指数上涨1.5%标准普尔500指数上涨1% [3] - 此前火热的贵金属继续失宠黄金下跌3.2%白银下跌4.5% [3] 贸易谈判进展 - 美国总统特朗普表示对达成协议感觉良好该协议将允许中国继续向美国供应稀土磁体以换取缓解本月早些时候宣布的100%关税威胁 [1] - 美国财长Scott Bessent周末的积极评论推动比特币在周日飙升至116,200美元随后小幅回落至115,000美元 [2] - 特朗普定于周四与中国国家主席习近平会面稀土元素是谈判的核心部分中国控制着全球约70%的稀土产量这些材料用于电动汽车电机、风力涡轮机和军事装备 [4] 宏观经济背景 - 交易商为美联储即将做出的政策决定做准备市场普遍预期央行将基准利率下调25个基点这一举措将降低借贷成本并可能刺激对加密货币和科技股等资产的风险偏好 [5]

Earnings are just around the corner for IREN Limited (NASDAQ: IREN ), and with analysts projecting quite a bit of growth, I thought it would be useful to break down the full portfolio ofI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an appreciation for the rigor and challenges behi ...