[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciocc99f508":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciocc99f508","美股IREN今天大涨的原因？","\u002Fdoc\u002Fdciocc99f508","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>美股IREN今天暴涨的原因是微软 (MSFT) 公司与专用算力提供商IREN Ltd (IREN) 达成一项近百亿美元的云服务协议，这笔创纪录的交易不仅凸显了科技巨头对人工智能算力的渴求，也标志着一批专注于AI基础设施的“新云”服务商正在崛起。\u003C\u002Fp>\u003Cp>据报道，微软公司已与总部位于澳大利亚的IREN Ltd. 签订了一份价值约97亿美元的协议，用于购买其人工智能云能力。这份为期五年的协议将使微软能够使用IREN位于德克萨斯州、基于英伟达GB300架构构建的加速器系统，以支持其日益增长的AI工作负载。\u003C\u002Fp>\u003Cp>根据IREN周一发布的声明，该协议包含一笔20%的预付款。Iren同时宣布，已同意从戴尔科技公司采购价值58亿美元的必备GPU及相关设备。消息公布后， Iren美股盘前涨幅扩大至近30%，戴尔科技美股盘前涨超5%。今日美股开盘，IREN飙升逾20%，戴尔科技涨近3%。\u003C\u002Fp>\u003Cp>这笔交易是微软为解决自身算力瓶颈所采取的最新重大举措。随着其Azure云服务和合作伙伴OpenAI的需求激增，微软正面临着巨大的数据中心容量压力。就在上周，微软在财报中还表示，公司正努力获取足够的云能力以完全满足客户需求，而与IREN等外部供应商的合作正是其应对挑战的关键策略。\u003C\u002Fp>\u003Cp>订单细节：五年期合约与百亿营收预期\u003C\u002Fp>\u003Cp>根据协议条款，一旦交易全面实施，预计将为IREN带来约19.4亿美元的年化收入。IREN首席执行官Daniel Roberts通过电子邮件表示，它将占用IREN总容量的约10%，使这家基础设施提供商有空间签署更多合同并创造额外收入。\u003C\u002Fp>\u003Cp>为了支持这项庞大的协议，IREN同时披露，公司已同意以58亿美元的价格从戴尔公司购买所需的GPU及相关设备。这笔硬件采购是确保其能够向微软交付尖端AI算力的基础。Daniel Roberts表示：\u003C\u002Fp>\u003Cp>“我们一直将主要的超大规模云服务商视为天然的合作伙伴。随着他们的计算需求和我们的AI云能力双双增长，这些对话也在加速。”\u003C\u002Fp>\u003Cp>这些新采购的GB300系统将被分阶段部署于IREN位于美国德克萨斯州Childress的园区。该园区规划容量为750兆瓦，预计部署工作将持续至2026年。此外，Daniel Roberts还提到，公司在德州Abilene附近的Sweetwater枢纽拥有高达2吉瓦（GW）的更大规模容量，并且正看到“市场对那里的大规模AI基础设施部署存在浓厚兴趣”。\u003C\u002Fp>\u003Cp>“新云”服务商的崛起\u003C\u002Fp>\u003Cp>IREN的成功是更广泛行业趋势的一个缩影，即所谓的“新云”（neoclouds）服务商的崛起。这些公司是专注于人工智能的数据中心运营商，正竞相为Meta等超大规模云服务商和OpenAI等顶尖AI公司提供急需的算力。该领域的知名企业还包括CoreWeave、Nebius Group 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]