Акции IREN выросли на 9% после увеличения парка графических процессоров до 23 000 единиц

cryptonews.ruPubblicato 2025-06-21Pubblicato ultima volta 2025-09-22

Австралийская майнинговая компания IREN удвоила мощности облачного ИИ-компьютера до 23 000 графических процессоров, закупив дополнительно 12 400 устройств. Компания прогнозирует годовую выручку более $500 млн к первому кварталу 2026 года.

Компания объявила о закупке в понедельник. На премаркете ее акции выросли на 9% почти до $42, продолжив ралли, которое привело к рекордным максимумам, превысившим $38 на прошлой неделе.

Заказ на сумму $674 млн включает 7100 графических процессоров Nvidia B300, 4200 графических процессоров Nvidia B200 и 1100 графических процессоров AMD MI350X. Это расширяет линейку продукции компании за пределы оборудования Nvidia.

Поставки начнутся в ближайшие месяцы в кампусе IREN в Принс-Джордже (Британская Колумбия), который в конечном итоге сможет разместить более 60 000 графических процессоров Blackwell. Компания также сообщила о возможностях расширения на своих площадках в Техасе.

Новый парк увеличит общее количество графических процессоров IREN примерно до 23 000: 1900 Nvidia H100 и H200, 19 100 B200 и B300, 1200 GB300 и 1100 AMD MI350X. IREN заявила, что ведет переговоры с клиентами о создании кластеров из нескольких тысяч графических процессоров. Компания отметила, что спрос на вычислительные мощности продолжает опережать мировое предложение, и клиенты все чаще заключают контракты на поставку мощностей еще до поставки.

IREN, исторически крупный майнер биткоинов с производительностью около 50 EH/s, стремительно перераспределяет свои центры обработки данных в области искусственного интеллекта. В настоящее время ведутся переговоры о финансировании расширения, хотя компания заявила, что любое влияние на ее парк майнингового оборудования для биткоинов будет смягчено за счет перераспределения IREN на другие площадки.

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