IREN宣布跟英伟达_老虎社区_美港股上老虎

IREN宣布跟英伟达签了个34亿美元的AI云计算合同，用来采购和部署Blackwell芯片。这意思是IREN找英伟达买34亿芯片，还是英伟达找IREN买34亿算力？谁给谁钱啊？英伟达给IREN 34亿买算力，然后IREN再花钱找英伟达买芯片？左脚踩右脚？这不是甲骨文的玩法吗？ $IREN Ltd(IREN)$ $英伟达(NVDA)$

英伟达逆势涨2.3%，持股Nebius曝光、AI算力叙事再升温，还能追？

英伟达今日逆大盘涨2.30%至$212.06，监管文件披露其持有AI云商Nebius约9.3%股权，强化"卖铲人"卡位AI基础设施的叙事。同期市场热议某中国AI模型因过热暂停新用户，卖方认为算力需求最终仍利好英伟达。在科技巨头财报密集披露、板块分化加剧之际，英伟达的相对强势能否延续？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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老当益壮铁树开花
05-08
老当益壮铁树开花
炒作花样很多，炒作本质一样，华尔街精英们就这样收割全世界、掏空了美国制造业。所谓一鲸起，万物凋敝！

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