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Jonathan Vanian / CNBC : Nvidia and data center operator IREN announce a deal to deploy up to 5 GW of AI infrastructure; Nvidia can invest $2.1B into IREN; IREN jumps 9%+ after hours — IREN shares popped 13% in extended-trading on Thursday after the data center operator announced a partnership with semiconductor giant Nvidia.
今天很多人对 $IREN 很失望。但我反而觉得，英伟达刚刚确认了它的长期价值 今天市场看到的是回撤。我看到的是AI基础设施战争里，真正进入核心圈的门票。 先说结论这份财报和合作，本质上没有改变 $IREN 的长期逻辑，反而强化了。 市场短期在交易情绪和条款。但长期真正决定估值的，是谁能拿到最多电力、最快通电、最快拿到下一代GPU。而现在，$IREN 三样都在变强。 一、为什么盘后会从72跌回60？ 很多人以为是“利好出尽”。 其实主要有三个原因：
@bboczeng: NVIDIA 与 IREN 宣布达成战略合作，加速部署最高 5 吉瓦的 AI 基础设施 NVIDIA 将向 $IREN 投资最高 21 亿美元
Nvidia will invest up to $2.1 billion in data-center developer IREN and gain a five-year subscription right to buy up to 30 million shares at $70 each, while the two firms will jointly deploy multibillion-dollar compute capacity. They also signed a $3.4 billion AI cloud services contract to acquire and deploy Nvidia’s Blackwell processors, with plans to expand Nvidia infrastructure by up to 5 GW over time. The deal ties Nvidia’s chip and cloud strategy directly to large-scale data-center rollout and gives IREN capital and a long-term customer, accelerating AI infrastructure expansion and market capture for both companies.
Jonathan Vanian / CNBC : Nvidia and data center operator IREN announce a deal to deploy up to 5 GW of AI infrastructure; Nvidia can invest $2.1B into IREN; IREN jumps 9%+ after hours — IREN shares popped 13% in extended-trading on Thursday after the data center operator announced a partnership with semiconductor giant Nvidia.