5月27日，IREN Ltd盘前上涨5.19%，报62.88美元/股，成交额4829.73万美元。
消息面上，IREN宣布已同意以约16亿美元从戴尔科技购买英伟达风冷Blackwell架构AI算力系统，旨在服务其此前与戴尔签订的五年期、规模高达34亿美元的云计算AI算力服务合同。据公司预测，该合同投入运行后，年化经常性收入将从37亿美元提升至44亿美元。此外，英伟达此前表示将向IREN投资最高21亿美元，微软去年也与IREN达成了价值97亿美元的协议，多重合作彰显市场对IREN在AI算力领域扩张潜力的认可。IREN作为从比特币挖矿成功转型的AI数据中心运营商，凭借已有的电力接入和算力基础设施，在AI算力供不应求的环境下具备显著的速度与资本效率优势。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.