IREN Ltd（股票代码：IREN）今日盘中大涨5.09%，引起了投资者的广泛关注。
消息面上，IREN Ltd正加速从比特币挖矿业务向AI基础设施服务商转型。根据行业报告，该公司第四季度AI云服务收入已达到1730万美元，占总收入的9%。同时，其Childress Horizon 1-4期GPU扩建项目（高达200兆瓦液冷GPU）正在建设中，显示了公司在AI算力领域的扩张决心。
分析指出，IREN Ltd在AI基础设施领域具备独特的成本优势。公司拥有数据中心的全部所有权，且主要位于偏远地区，能以极低的成本（约每千瓦时0.033美元）获得充足电力。这种垂直整合的“重资产”模式，结合其原有的比特币挖矿业务产生的现金流，构成了公司潜在的长期竞争优势，增强了市场对其转型成功的信心。
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