IREN宣布与微软签署97亿美元GPU云服务合同

Core Insights - IREN has signed a multi-year GPU cloud service contract with Microsoft, valued at approximately $9.7 billion, which includes a 20% upfront payment [1] - IREN has also reached an agreement with Dell to procure GPUs and related equipment for about $5.8 billion [1] Group 1 - The contract with Microsoft spans five years and involves the provision of NVIDIA GB300 GPUs [1] - The total value of the contract with Microsoft is significant, indicating strong demand for GPU cloud services [1] - The agreement with Dell further emphasizes IREN's commitment to expanding its GPU capabilities [1]