Banco de inversión Jefferies: Optimista sobre el negocio en la nube de IREN AI, con una expectativa de potencial alcista del 30%

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Golden Finance reports that on June 19th, the investment bank Jefferies initiated coverage of the AI infrastructure transformation of Bitcoin mining company IREN, giving it a "Buy" rating with a target price of $79, which is about 30% higher than the current stock price of approximately $60.50.
Jefferies believes that IREN has a unique advantage among listed AI infrastructure peers, mainly reflected in its massive global power portfolio (about 6 gigawatts), its own data center assets, and its growing GPU cloud business. Currently, the company is only utilizing about 10% of its power resources.
Analysis indicates that IREN's strategy of independently operating AI cloud infrastructure is more valuable in the long term than simply leasing data center capacity. Over a 10 to 20-year horizon, its AI cloud construction supported by Microsoft has an estimated return of about 21%, while the managed mode is only 13%. Relying on contracts with Microsoft and Nvidia, IREN is expected to achieve approximately $3.1 billion in annual recurring revenue.
Recently, IREN has accelerated its global expansion, announcing this week the acquisition of Spanish AI data center developer Nostrum, adding about 490 megawatts of power in Europe, and a few weeks ago, it also announced a plan for an 800-megawatt data center park in South Australia.
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