通过此次收购，IREN目前在多个大洲拥有在建的AI基础设施项目，业务版图从北美扩展至欧洲。Nostrum在西班牙拥有丰富的电力资源和土地储备，这为IREN在欧洲部署大规模AI计算集群提供了理想条件。

这一收购反映了全球AI基础设施需求的持续爆发式增长，以及企业正加速在全球范围内布局计算资源以满足日益增长的AI训练和推理需求。

编辑：GoodInfo全球资讯组

此次融资标志着华尔街对比特币矿企向AI算力提供商转型的信心不断增强。IREN现有的电力基础设施和数据中心专业知识使其在快速扩张的AI数据中心市场中占据关键地位。

此举代表了传统矿企的重大战略转变——它们正利用廉价的电力合同和大规模运营能力来服务于蓬勃发展的AI行业需求。

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

加密货币矿企转型AI计算的IREN周四股价大幅上涨，消息面上英伟达通过认股权证形式支持其AI业务扩展计划。

交易细节

根据披露，英伟达获得了与3000万股IREN股票挂钩的认股权证，作为对其AI基础设施投资的战略支持。这标志着英伟达正加强与AI算力提供商的深度合作。

背景分析

IREN此前主要从事比特币挖矿，近年来积极向AI计算转型。英伟达的认股权证安排表明其对IRENAI业务前景的认可。

• IREN正在扩大GPU集群规模
• 计划建设多个AI数据中心
• 目标成为主要AI算力服务商

行业趋势

比特币矿企转型AI已成为行业趋势。随着比特币减半后挖矿收益下降，大量矿企寻求利用现有电力和基础设施资源转向利润更高的AI计算服务。

市场反应

IREN股价当日大幅上涨，交易量显著放大。

IREN Stock Surges as Nvidia Backs AI Expansion with Warrants Tied to 30 Million Shares

Cryptocurrency miner-turned-AI-computing company IREN saw its stock surge on Thursday after Nvidia backed its AI business expansion through a warrant arrangement tied to 30 million shares.

Deal Details

Under the disclosed arrangement, Nvidia received warrants linked to 30 million IREN shares as part of strategic support for its AI infrastructure investment. This marks Nvidia’s deepening cooperation with AI compute providers.

Background

IREN, previously focused on Bitcoin mining, has been actively pivoting toward AI computing. Nvidia’s warrant arrangement signals confidence in IREN’s AI business prospects.

• IREN is expanding its GPU cluster capacity
• Plans to build multiple AI data centers
• Aims to become a major AI compute service provider

Industry Trend

The transition from Bitcoin mining to AI has become an industry-wide trend. As mining profitability declines post-halving, mining companies are leveraging existing power and infrastructure resources to shift to higher-margin AI computing services.

Market Reaction

IREN shares rose sharply on the day with significantly elevated trading volume.