数据中心运营商IREN Ltd（IREN）今日盘前股价大幅上涨7．97％，引起了市场的广泛关注。
消息面上，此次股价异动主要源于公司与全球人工智能芯片巨头英伟达（NVIDIA）宣布达成一项重大战略合作伙伴关系。根据协议，英伟达将获得一项为期五年的认购权，可以每股70美元的行权价购买IREN最多3000万股股票，这意味着英伟达有权向IREN投资至多21亿美元。此外，双方还签署了一份价值34亿美元、为期五年的AI云服务合同，IREN将采购并部署英伟达最新的Blackwell处理器。
此次合作旨在加速部署高达5吉瓦规模的人工智能计算基础设施，未来将重点聚焦于IREN位于德克萨斯州的2吉瓦Sweetwater园区。同时，IREN近期还宣布收购云基础设施厂商Mirantis，以加强其AI云的交付和服务能力。这一系列战略举措显著增强了市场对IREN在人工智能基础设施领域长期增长潜力和行业地位的信心，被认为是推动其股价在盘前时段强劲上涨的核心动力。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments