格隆汇11月3日｜IREN美股盘前直线拉升涨超14%，消息面上，公司与微软签署97亿美元协议，将在德 克萨斯州提供云计算服务。 ...

每经AI快讯，11月3日，IREN美股盘前直线拉升涨超14%，消息面上，公司与微软签署97亿美元协议， 将在德克萨斯州提供云计算服务。 ...

Core Insights - Microsoft CEO Satya Nadella indicated that the company may restart hiring within a year, contingent on existing employees learning to collaborate with artificial intelligence (AI) [2] - The transformation process involves "forgetting" outdated habits and "relearning" new skills to work effectively with AI tools [2] - Microsoft has made significant layoffs recently, cutting over 7% of its global workforce, while simultaneously investing heavily in AI [3][4] Group 1: Hiring and Workforce Transformation - Microsoft plans to focus on a complete overhaul of existing employee work methods before considering new hires [2] - Employees are expected to learn how to give precise instructions to AI and optimize AI outputs, shifting their focus to strategic decision-making and complex problem-solving [2] - The timeline for this transformation is estimated to take about a year, after which hiring can resume based on team needs [2] Group 2: Layoffs and Financial Performance - Microsoft has conducted multiple rounds of layoffs, including approximately 9,000 employees in July, affecting nearly 4% of its global workforce [3] - Cumulatively, Microsoft has reduced its workforce by over 7% since the beginning of the year, bringing the total employee count down to 219,000 [3] - Despite the layoffs, Microsoft continues to emphasize the importance of AI, with significant investments in the sector, including $13 billion in OpenAI since 2019 [4] Group 3: AI Investments and Market Response - Microsoft's net profit for the first quarter of fiscal year 2026 increased by 12% to $27.7 billion, with OpenAI investments contributing $3.086 billion to net profit, a 4.9-fold increase year-over-year [4] - The company secured a substantial Azure services contract valued at $250 billion following OpenAI's capital restructuring, solidifying its position as a major stakeholder [4] - Despite strong financial results, Microsoft's stock price fell, leading to a market capitalization drop of over $200 billion, with shares closing at $571.81, dropping out of the "4 trillion club" [4]

11月3日，人工智能云服务提供商IREN宣布，已与微软签署多年期GPU云服务合同。根据协议，IREN 将在五年期内向微软提供英伟达GB300GPU的使用权，合同总价值约为97亿美元，其中包括20%的预付 款。同时，IREN还与戴尔达成协议，以约58亿美元的价格采购GPU及配套设备。 ...

Core Viewpoint - IREN has signed a significant cloud services contract with Microsoft valued at approximately $9.7 billion, which will enable Microsoft to access Nvidia's GB300 processors [1] Company Summary - IREN is a data center owner and operator that has secured a major contract with Microsoft [1] - The contract highlights IREN's role in providing essential cloud services and advanced technology solutions [1] Industry Summary - The partnership between IREN and Microsoft underscores the growing demand for cloud services and advanced computing power in the tech industry [1] - Access to Nvidia's GB300 processors is expected to enhance Microsoft's capabilities in cloud computing and artificial intelligence [1]

Core Insights - Microsoft has entered a $9.7 billion agreement with data-center operator IREN to access Nvidia's advanced chips, addressing the computing capacity constraints that have hindered its ability to capitalize on the AI boom [1][3] - The deal is part of a broader trend in the AI industry, highlighting the increasing demand for computing power to support applications like ChatGPT [3][4] Company Developments - IREN's stock surged by as much as 24.7% to a record high following the announcement, reflecting investor optimism [2] - The partnership allows Microsoft to expand its computing capacity without the need for new data centers or additional power, which are significant barriers to meeting rising AI demand [3][4] - IREN has a market value of $16.52 billion and operates multiple data centers across North America with a total capacity of 2,910 megawatts [5] Financial Implications - Microsoft's prepayment will help finance part of its $5.8 billion deal with Dell, which involves providing IREN with Nvidia's GB300 chips and other equipment [2][6] - The Nvidia processors are set for phased deployment through 2026 at IREN's Texas campus, which is designed to deliver about 200 megawatts of critical IT capacity [5]

Microsoft has signed an approximately $9.7 billion deal to purchase AI cloud capacity from IREN, becoming the Australian company’s largest customer https://t.co/wfCo7Mc4im ...

一场由人工智能驱动的基建竞赛正在美国全面展开。 据追风交易台消息，巴克莱10月31日的研报显示，美国目前已规划的大型数据中心项目总容量超过45吉瓦（GW），这股建设热潮预计将吸引超过2.5万亿美 元的投资。 报告明确指出，这轮扩张的主要推手是OpenAI的Stargate项目、亚马逊、Meta、微软等超大规模厂商以及埃隆·马斯克的xAI。这些公司为训练和运行日益复杂 的AI模型，正以前所未有的速度规划和建设算力集群。 这不仅是科技巨头间的算力军备竞赛，更对美国的电力基础设施构成了前所未有的挑战。激增的电力需求正撞上美国现有电网的"电力墙"。电网容量不足、审 批延迟和供应限制，正迫使这些科技巨头采取"自备电力"（Bring-Your-Own-Power）策略。 金融人必备的见闻历上新了 巨头领衔：Stargate、超大规模厂商与xAI主导建设 根据巴克莱的追踪，少数几家科技巨头是这45GW项目建设狂潮的核心。 | Projects | Capacity | Involved | | --- | --- | --- | | | | Parties | | Stargate 1 (Abilene, TX) | 1. ...

Core Insights - IREN Limited has signed a multi-year GPU cloud services contract with Microsoft valued at approximately $9.7 billion, which includes a 20% prepayment [1] - The company will provide NVIDIA GB300 GPUs over a five-year term, with an additional agreement with Dell Technologies for GPU and ancillary equipment purchases totaling around $5.8 billion [1][2] - The deployment of GPUs will occur in phases through 2026 at IREN's 750MW Childress, Texas campus, supporting new liquid-cooled data centers with a total critical IT load of 200MW [1] Financial Aspects - The total contract value for the agreement with Microsoft is approximately $9.7 billion, which includes a 20% prepayment [1] - IREN plans to fund the capital expenditures related to the contract through existing cash, customer prepayments, operating cash flows, and additional financing initiatives [2] Strategic Partnerships - The partnership with Microsoft is seen as a milestone for IREN, showcasing the strength and scalability of its vertically integrated AI Cloud platform [3] - IREN's collaboration with Microsoft is expected to unlock new growth opportunities for both companies and their customers [5] Market Position - IREN is positioned as a leading AI Cloud Service Provider, focusing on large-scale GPU clusters for AI training and inference [5] - The company is expanding its GPU deployments across a 3GW secured power portfolio in North America, reinforcing its market leadership [4]

智通财经记者 | 宋佳楠 微软最近一年多来进行了多轮裁员。今年7月份，微软宣布裁员约9000人，此举将影响近4%的全球员工，涉及不同的团 队、地域和经验水平。微软发言人当时表示，将继续实施必要的组织变革，为公司和团队在充满活力的市场中取得成功 做好最充分的准备。 在此之前，微软于5月裁减了约6000个职位，1月裁减2000个职位。自今年年初以来，微软已累计裁减超过7%的全球员 工，员工总数降至21.9万人。 但这并不影响微软对AI领域大举投资，微软高管也多次在公开场合强调AI的重要性。 "如今，任何规划、任何执行，都始于AI，人们要用AI做研究、思考，并与同事分享成果，诸如此类。"纳德拉说。 据央视财经报道，美国微软公司首席执行官纳德拉近日公开表示，公司可能在未来一年内重启招聘，但前提是现有员工 必须学会与人工智能协作的新工作模式。 纳德拉在最新的一次访谈中透露，在考虑招聘之前，首先要对现有员工的工作方式进行彻底变革。他将这一过程概括 为"忘却"和"重新学习"。 具体来说，"忘却"指的是淘汰低效的旧习惯和思维模式，比如一些重复性的任务将交给AI工具来完成，而"重新学习"则 是掌握与AI协作的新技能。比如，员工 ...