5月27日，IREN Ltd盘中上涨5.22%，报64.26美元/股，成交额9.81亿美元。
消息面上，IREN宣布已与戴尔签署约16亿美元采购协议，购入英伟达风冷Blackwell架构AI算力系统，计划部署于德州Childress园区，预计于明年初投入运营。该采购归属此前与戴尔签订的五年期34亿美元云计算AI算力服务合同框架。
据公司披露，系统上线后预计将年化经常性收入从37亿美元提升至44亿美元。此外，英伟达此前宣布将向IREN投资最高21亿美元，微软亦与其达成97亿美元算力协议，多方巨头深度绑定进一步强化了市场对公司AI算力转型前景的信心。
（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。）
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