华尔街投行伯恩斯坦（Bernstein）将AI算力公司IREN的目标价设定为100美元，主要驱动因素是该公司与英伟达达成的34亿美元AI芯片采购协议。

IREN原本是一家比特币矿企，目前正在积极转型为AI基础设施提供商。伯恩斯坦的分析表明，市场对AI算力基础设施的需求足以支撑此类转型企业的估值大幅上升。

该目标价远高于IREN当前交易价格，反映出分析师对AI算力赛道的持续乐观态度。

Bernstein Sets $100 IREN Target After $3.4B NVIDIA AI Deal

Wall Street firm Bernstein has set a $100 price target for AI compute company IREN, citing the company’s $3.4 billion NVIDIA AI chip procurement deal as a key catalyst.

IREN, originally a Bitcoin mining company, is aggressively pivoting to AI infrastructure. Bernstein’s analysis suggests that demand for AI compute infrastructure is strong enough to support significant valuation increases for companies making this transition.

The price target sits well above IREN’s current trading price, reflecting sustained analyst optimism about the AI compute sector.

Source: The Block