-
Iren joined most of the AI actions today.
-
OPENAI announced a massive agreement with AMD, reporting a practically insatiable calculation request in the coming years at least.
-
As Néocloud AI with ready for rare power and GPU AI, Iren joined the new request signal.
-
10 actions that we love better than Iren ›
Actions of Iren Limited (Nail: Iren) Joined 11.2% on Monday, at 12:23 p.m. he.
Iren is one of the many elders Bitcoin Minors with data centers filled with GPU established currently converting its fleet of data centers to become an artificial intelligence neocloud (AI).
Today, another massive agreement between Openai and the semiconductor ecosystem has increased everyone’s estimates for computer demand in at least the next few years. If AI’s request is really as “insatiable” as today’s index and other recent announcements indicate, Iren’s request should continue to be very strong.
Monday, Openai and Advanced micro-apparents announced a massive and multi -year case, in which Openai will undertake to buy the GPUS AMD range, Openai also obtaining participation in AMD via mandates in exchange for massive purchase commitment.
Under the terms of the agreement, Openai is committed to buying 6 GPUS gigawatts of the Instinct series of AMD, starting with the MI450, which should be released in the second half of 2026. It is an absolute massive quantity of spending, because each gigawatt rises to dozens of billions of tokens, according to AMD considered by by the Gigawatt, dozens of billion tokens, According to AMD as by the Gigawatt, tens of billions of tokens, according to AMD as by the Gigawatt, tens of billions of chips, according to AMD as by the Gigawatt, tens of billions of tokens, according to AMD such as by the Gigawatt, ten dozen chips, according to AMD considered by the Gigawatt, ten billion According to AMD considered by the Gigawatt, ten dozen chips, according to AMD Tell The Wall Street Journal. In terms of power, 1 Gigawatt is equal to approximately an entire nuclear power plant. As part of the agreement, OPENAI will also receive mandates to buy up to 160 million AMD shares at $ 0.01 per share – essentially, free – if Openai strikes its purchase commitments. It is a huge participation in AMD, or around 10% of the company.
The agreement has of course nothing to do with Iren, although the announcement mentioned that Optai will buy AMD fleas, “directly or through its cloud computing partners”.
This could mean the rental of AMD fleas to various neoclouds, like Iren, or peers Core And Negro. Last month, Iren announced that he had bought 1,100 AMD GPU, as well as 11,300 others Nvidia GPUS, mainly doubling of its number of GPUs. Iren therefore has access to the increasingly rare GPU supply, probably offered by its access to 2.91 GW of electricity and 750 MW additional power contracted in the last quarter.
It is an exciting period to be an investor in the IA infrastructure, whether in semiconductors, semiconductor equipment, clouds or neoclouds. However, one cannot help but be a little nervous at the operating scale of the figures and the chip ecosystem of which speak. The massive quantity of expenditure and promises of AI technology is very exciting; However, the Internet was also exciting, but this construction led to a huge explosion of bubbles before things recovered and the promise to “win” Internet stocks materializes.
