在为AI云扩展而将其GPU容量翻倍至23000之后,IREN股价在2025年9月24日升了16.6%,分析师预计到2026年初,AI年收入将达到5亿美元以上. IREN stock surged 16.6% on Sept. 24, 2025, after doubling its GPU capacity to 23,000 for AI cloud expansion, with analysts forecasting $500M+ in annual AI revenue by early 2026.

IREN有限公司的股票在2025年9月24日猛涨16.6%, 因为该公司加速从比特币采矿转向建立AI云业务, IREN Limited's stock jumped 16.6% on September 24, 2025, as the company accelerated its shift from bitcoin mining to building an AI cloud business, doubling its GPU capacity to about 23,000 through a $674 million purchase. 分析家们预测,到2026年初,AI部分可产生超过5亿美元的年收入,得到低成本电力、液体冷却的基础设施以及计划在得克萨斯州建造的75兆瓦站点的支持。 Analysts project the AI segment could generate over $500 million in annual revenue by early 2026, supported by low-cost power, liquid-cooled infrastructure, and a planned 75MW site in Texas. 尽管具有枢纽作用,但IREN继续经营美国大型采矿船队,为过渡提供大量现金流动资金。 Despite the pivot, IREN continues operating a large U.S. mining fleet, with strong cash flow funding the transition. 华尔街以看涨评级回应，包括 Arete Research 的 78 美元目标价和 Bernstein 的 75 美元目标价，理由是该公司的垂直整合和增长潜力。 Wall Street responded with bullish ratings, including a $78 price target from Arete Research and a $75 target from Bernstein, citing the company’s vertical integration and growth potential. 该种群在六个月内猛增了530%以上,反映了投资者对其采矿和AI的双重战略的信心。 The stock has surged over 530% in six months, reflecting investor confidence in its dual strategy of mining and AI hosting.