数据中心运营商兼比特币矿企 IREN Ltd 于周二宣布，已与多家人工智能(AI)企业签署额外的多年期云服务合同，内容涉及英伟达Blackwell系列GPU的部署。
IREN近期已扩大其AI云服务产能，且目前仍按计划推进，截至2026年第一季度末，公司当前运营及已订购的2.3万台GPU，有望实现年化运营收入超5亿美元。
截至目前，在2.3万台GPU中，已有1.1万台的客户合同落地，对应AI云服务年化经常性收入(ARR)约2.25亿美元，这批GPU预计将于2025年底前投入运营。
两周前，IREN宣布已斥资约6.7亿美元采购英伟达和AMD的GPU，以加速其人工智能云业务增长。IREN在声明中表示，采购包括7100台英伟达B300 GPU、4200台英伟达B200以及1100台AMD MI350X，总价值约6.74亿美元。此举使其GPU总装机量提升至约23,000台。该消息曾引发股价大涨超10%。
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