Recently, I came across a pretty interesting market move. Bitcoin mining company IREN, which is transforming into an AI infrastructure firm, has just reached a strategic partnership with NVIDIA. The two parties plan to deploy up to 5 gigawatts of NVIDIA's DSX architecture AI infrastructure across IREN's global data center network, mainly targeting AI-native, startups, and enterprise clients.

The core of the partnership is that NVIDIA has received a warrant, allowing it to purchase up to 30 million shares at $70 per share within five years. If fully exercised, NVIDIA would pay $2.1 billion. This investment scale is quite substantial and reflects NVIDIA's confidence in IREN's deployment plan.

In a statement, Jensen Huang mentioned that AI factories are becoming the infrastructure of the global economy, and large-scale deployment requires full-stack deep integration. The future key project will focus on IREN's Sweetwater campus in Texas, which has a capacity of 2 gigawatts and will serve as the flagship project for NVIDIA's DSX architecture. IREN's co-CEO Daniel Roberts also stated that this collaboration combines NVIDIA's leadership in AI systems with IREN's advantages in power, land, data centers, and GPU operations.

The market's reaction to this partnership has been quite positive; IREN's stock price rose over 25% in after-hours trading on Thursday, surpassing $71. Honestly, cases of major companies making strategic investments and deepening cooperation usually indicate more solid business implementation down the line. Those interested can follow IREN-related asset movements on Gate.