[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio1ab798a9":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio1ab798a9","IREN(IREN)神秘客户浮出水面？传Anthropic签多年云约","\u002Fdoc\u002Fdcio1ab798a9","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，此前有报道称，Anthropic正是IREN Ltd.(IREN)数月前财报电话会上提及的神秘AI云客户，周日晚间IREN 夜盘大涨9.29%。《The Information》发布了一份关于Anthropic数据中心租赁经济性的分析报告，详细披露这家AI实验室如何推动其云合作伙伴加速建设新数据中心。据AI Weekly援引该报道称“知情人士透露，Anthropic还与IREN签有一项未公布的多年度云协议。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>报告指出，Anthropic快速扩张算力的努力“日益依赖Hut 8、TeraWulf、IREN和Nscale等现任及前任比特币矿企”。Anthropic与IREN均未就该合作传闻置评。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>今年8月，IREN曾披露与一家领先AI实验室签署协议，但未透露客户名称。CEO Daniel Roberts在公司第四财季财报电话会上表示“首先是客户方面，新的多年期云合同包括Cohere、Prometheus、Perplexity、Figure AI、Fal AI、Higgsfield AI，此外还有一家领先的前沿AI实验室，其名称我们暂时无法披露。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>若Anthropic加入客户名单，将显著提振IREN，有望在算力需求激增之际强化其作为AI云基础设施提供商的地位。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>IREN传统数据中心引发担忧\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>过去一周，IREN股价承压，此前SemiAnalysis对这家由比特币矿企转型而来的AI基础设施提供商位于不列颠哥伦比亚省的传统数据中心运营质量提出质疑。SemiAnalysis周三在X平台发布一系列帖文称，已从多个客户和终端用户处听到关于IREN位于乔治王子城和麦肯齐站点的报告，用户将其描述为“业内最差站点”。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>截至发稿，IREN是Stocktwits上热度最高的股票代码，散户情绪偏“看涨”，多位交易员预计该股周一将继续走高。一位交易员写道“IREN 要么有公司需要确认交易，否则这就是一次拉盘。”另一位表示“基于Anthropic这一重磅消息，IREN有望迎来20%的上涨日。我从交易的36.75美元开始做多，当前移动止损设在35.95美元。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>IREN是新型云服务商板块中表现最弱的个股，该板块还包括CoreWeave(CRWV)和Nebius(NBIS)。IREN股价今年以来累计下跌近7%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]