IREN Soars 29% On Resurgence Of Interest From Tech Data Centers To Host Their AI-Related Computing Machines
IREN Soars 29% On Resurgence Of Interest From Tech Data Centers To Host Their AI-Related Computing Machines
$Iris Energy (IREN.US)$ shares are up 29% on Wednesday after executives said the company had received interest from an artificial intelligence (AI) firm and mentioned a potential dividend in BTC during an earnings conference call.
$Iris Energy (IREN.US)$ 周三股价上涨29%,因为高管表示公司收到了一家人工智能(AI)公司的兴趣,并在业绩会电话中提到了比特币的潜在股息。
The Sydney-based company has been approached by a hyperscaler firm (large cloud service provider) for potentially hosting computing infrastructure at IREN's Sweetwater mining site in Texas, co-CEO and co-founder Daniel Roberts said on the call.
位于悉尼的公司被一家超大规模公司(大型云服务提供商)接洽,可能在IREN位于德克萨斯州的Sweetwater矿区托管计算基础设施,联合首席执行官兼联合创始人丹尼尔·罗伯茨在电话会议上表示。
"Two hours ago, we got an email from a trillion-dollar hyperscaler that said they weren't interested in Sweetwater, and now they are," Roberts said without giving out too many details.
罗伯茨表示:"两小时前,我们收到了来自一家万亿美元超大规模公司的电子邮件,表示他们对Sweetwater不感兴趣,但现在他们感兴趣了,"并没有透露太多细节。
"We will continue not to provide guidance on specific terms or timing, given the uncertainties. Given the nature that we are dealing with counterparties, it is not all within our control. However, we continue to progress negotiations with some very large counterparties and hyperscalers," he said.
他表示:"鉴于不确定性,我们将继续不提供具体条款或时间的指导。由于我们正在与对方交易的性质,并非所有事务都在我们的控制之内。然而,我们与一些非常大的对手和超大规模公司继续推进谈判。"
IREN is one of many miners attempting to diversify their revenue sources by securely hosting big tech companies' data centers for running machines to support surging demand for AI and high-performance computing (HPC). The shift started earlier this year after Bitcoin's fourth halving cut rewards by 50%, squeezing miners' profit margins. Rival Core Scientific (CORZ) started the trend by signing AI hosting deals for billions of dollars, leading to its stock price surging and others to follow suit.
IREN是许多矿工之一,试图通过安全托管大型科技公司的数据中心,为运行机器以支持对人工智能和高性能计算(HPC)日益增长的需求而多元化其营业收入。随着比特币第四次减半将奖励削减50%,压缩了矿工的利润率,这一趋势在今年年初开始。竞争对手Core Scientific(CORZ)通过与人工智能托管交易签约数十亿美元开始了这一趋势,导致其股价飙升,其他公司随后跟进。