IREN Ltd(IREN)今日盘前股价大涨5%，引起了市场的广泛关注。
消息面上，IREN Ltd已同意以约16亿美元从戴尔科技公司购买英伟达风冷Blackwell架构AI算力系统，旨在服务其此前宣布的与戴尔签订的五年期且规模高达34亿美元的云计算AI算力服务合同。
根据IREN的预测，该合同投入运行后，预计将把公司的年化经常性收入从37亿美元提高至44亿美元，反映出其在AI算力基础设施容量扩张方面的积极进展。此外，英伟达本月早些时候表示将向IREN投资最高21亿美元，而微软去年也与IREN达成了一项价值高达97亿美元的协议，这些合作进一步增强了市场对IREN在AI算力领域增长潜力的信心。
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