Компания IREN подписала с Microsoft контракт на $9,7 млрд для поставки ИИ-облачных мощностей

cryptonews.ruPublicado a 2025-11-02Actualizado a 2025-11-03

Компании IREN и Microsoft объединяются для развертывания ИИ-инфраструктуры стоимостью $9,7 млрд.
Согласно договору, Microsoft получит от IREN доступ к GPU NVIDIA на пять лет.
Также IREN в сотрудничестве с Dell Technologies будут покупать GPU и нужное оборудование стоимостью почти $5,8 млрд.

Компания-разработчик дата-центров IREN объявила о подписании многолетнего контракта с корпорацией Microsoft на предоставление облачных услуг искусственного интеллекта (AI Cloud) общей стоимостью около $9,7 млрд.

Соглашение предусматривает поставку Microsoft доступа к графическим процессорам (GPU) NVIDIA GB300 в течение пяти лет с предоплатой в размере 20%.

Согласно заявлению, IREN также подписала соглашение с Dell Technologies на закупку GPU и сопутствующего оборудования на сумму примерно $5,8 млрд. Оборудование планируется разворачивать поэтапно до 2026 года на кампусе компании в Childress (Техас) мощностью 750 МВт, где строятся новые дата-центры с системой жидкостного охлаждения, которые будут поддерживать 200 МВт критической IT-нагрузки (Horizon 1-4).

Финансирование проекта будет осуществляться за счет имеющихся средств, предоплат клиентов, операционной прибыли и дополнительных финансовых инструментов.

Соучредитель и согенеральный директор IREN Дэниел Робертс отметил:

«Мы гордимся тем, что можем объявить об этом знаковом сотрудничестве с Microsoft, которое подчеркивает силу и масштабируемость нашей вертикально интегрированной платформы AI Cloud. Это соглашение не только подтверждает позицию IREN как надежного поставщика ИИ-услуг, но и открывает доступ к новому сегменту клиентов среди глобальных гипермасштабных компаний».

Он добавил, что партнерство с Microsoft является «еще одним важным шагом вперед» в стратегии IREN по расширению развертывания больших кластеров GPU в рамках трехгигаваттного портфеля электромощностей в Северной Америке.

Президент Microsoft по вопросам развития бизнеса и венчуров Джонатан Тинтер подчеркнул:

«Вместе с IREN мы создаем передовую инфраструктуру искусственного интеллекта для наших клиентов. Опыт IREN в построении и управлении полностью интегрированной облачной ИИ-платформой — от дата-центров до GPU-стека — в сочетании с надежными энергетическими ресурсами делает их стратегическим партнером».

Напомним, что в октябре 2025 года IREN привлекла $875 млн в рамках долгового финансирования после выхода на биржу для расширения майнинговых и энергетических мощностей.

Тем временем сама Microsoft оказалась в центре коллективного иска в США — пользователи ChatGPT обвинили корпорацию в намеренном ограничении вычислительных мощностей OpenAI, что, по словам истцов, позволило искусственно завышать цены на чатбот в течение трех лет. Истцы утверждают, что после перехода OpenAI к Google цены на ChatGPT упали на 80%.

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