IREN的客户开始资助建设(纳斯达克:IREN)

· seekingalpha.com

IREN的人工智能电力交易通过预付款推动更高定价、大额ARR和更低的GPU资本支出——同时相对于CoreWeave和Nebius存在估值折扣。点击了解更多关于IREN股票的信息。

In my earlier analysis of IREN ( IREN ), I made the point that moving to the $4 billion of AI Cloud ARR was an evolution in the investment story from validating...


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