Iren \u80a1\u4ef7\u5728\u5fae\u8f6f\u7b7e\u7f72\u4e86\u4e00\u4efd\u4e3a\u671f\u4e94\u5e74\u3001\u4ef7\u503c 97 \u4ebf\u7f8e\u5143\u7684\u4e91\u670d\u52a1\u534f\u8bae\u540e\u98d9\u5347\u81f3\u5386\u53f2\u65b0\u9ad8\uff0c\u8be5\u534f\u8bae\u786e\u4fdd\u4e86\u5bf9 Nvidia \u4e0b\u4e00\u4ee3 GB300 \u82af\u7247\u7684\u8bbf\u95ee\uff0c\u8fd9\u518d\u6b21\u8868\u660e AI \u8ba1\u7b97\u7ade\u4e89\u6b63\u5728\u52a0\u901f\u3002\u8be5\u534f\u8bae\u5305\u62ec\u4e00\u7b14 20% \u7684\u9884\u4ed8\u6b3e\uff0c\u901a\u8fc7\u4e0e Dell \u7684\u53e6\u5916\u4e00\u9879 58 \u4ebf\u7f8e\u5143\u7684\u4f9b\u5e94\u6846\u67b6\u52a0\u5feb\u786c\u4ef6\u91c7\u8d2d\u3002Iren (IREN) \u65e5\u5185\u4e00\u5ea6\u4e0a\u6da8\u81f3 49.44 \u7f8e\u5143\uff0c\u8f83\u53bb\u5e74\u540c\u671f\u4e0a\u6da8\u8d85\u8fc7 460%\uff0c\u540c\u65f6\u4e00\u6279\u4ece\u77ff\u4e1a\u8f6c\u578b\u4e3a AI \u670d\u52a1\u63d0\u4f9b\u5546\u7684\u516c\u53f8\u666e\u904d\u53d7\u5230\u8ffd\u6367\u3002\u5bf9 Microsoft (MSFT) \u6765\u8bf4\uff0c\u8fd9\u7b14\u4ea4\u6613\u662f\u4e3a\u586b\u8865\u968f\u7740 AI \u5de5\u4f5c\u8d1f\u8f7d\u8d85\u8fc7\u4f9b\u5e94\u800c\u65e5\u76ca\u6269\u5927\u7684\u4ea7\u80fd\u7f3a\u53e3\u3002\u5bf9 Nvidia (NVDA) \u548c Dell (DELL) \u6765\u8bf4\uff0c\u8fd9\u5f3a\u8c03\u4e86\u6570\u636e\u4e2d\u5fc3\u6295\u8d44\u5468\u671f\u5c06\u6301\u7eed\u5230 2026 \u5e74\u7684\u97e7\u6027\u3002<\/p>\n
\u4ea4\u6613\u6761\u6b3e\u4e0e AI \u5bb9\u91cf\u7d27\u5f20\u3002\u5fae\u8f6f\u7684\u627f\u8bfa\u9501\u5b9a\u4e86\u901a\u8fc7 Iren \u57fa\u7840\u8bbe\u65bd\u591a\u5e74\u8bbf\u95ee Nvidia Blackwell GB300 GPU \u7684\u6743\u5229\uff0c\u4ea4\u4ed8\u5c06\u5206\u9636\u6bb5\u76f4\u81f3 2026 \u5e74\u5b8c\u6210\u3002\u90a3\u7b14 20% \u7684\u5b9a\u91d1\u6700\u80fd\u8bf4\u660e\u95ee\u9898\uff1a\u8d85\u5927\u89c4\u6a21\u4e91\u63d0\u4f9b\u5546\u53ca\u5176\u5408\u4f5c\u4f19\u4f34\u6b63\u5728\u63d0\u524d\u652f\u4ed8\u73b0\u91d1\uff0c\u4ee5\u786e\u4fdd\u5728 AI \u6a21\u578b\u89c4\u6a21\u589e\u957f\u4e14\u4f01\u4e1a\u9700\u6c42\u6269\u5927\u65f6\u83b7\u5f97\u7a00\u7f3a\u7684\u52a0\u901f\u5668\u548c\u957f\u671f\u4ea4\u4ed8\u7684\u57fa\u7840\u8bbe\u65bd\u3002\u5fae\u8f6f\u4e1a\u52a1\u53d1\u5c55\u8d1f\u8d23\u4eba Jonathan Tinter \u5c06 Iren \u63cf\u8ff0\u4e3a\u4e00\u5bb6\u4ea4\u94a5\u5319\u63d0\u4f9b\u5546\uff0c\u5177\u5907\u7535\u529b\u3001\u8bbe\u65bd\u548c\u8f6f\u4ef6\u6808\uff0c\u80fd\u591f\u5feb\u901f\u90e8\u7f72\u4ea7\u80fd\uff0c\u5e76\u8868\u793a Iren \u5728\u4ece\u6570\u636e\u4e2d\u5fc3\u5230 GPU \u5806\u6808\u6784\u5efa\u548c\u8fd0\u8425\u5168\u6574\u5408 AI \u4e91\u65b9\u9762\u7684\u4e13\u4e1a\u80fd\u529b\uff0c\u52a0\u4e0a\u5176\u4fdd\u969c\u7684\u7535\u529b\u5bb9\u91cf\uff0c\u4f7f\u5176\u6210\u4e3a\u6218\u7565\u5408\u4f5c\u4f19\u4f34\u3002\u8fd9\u5c31\u662f\u5f53\u524d\u7684\u64cd\u4f5c\u624b\u518c\u3002\u9884\u4ed8\u3001\u9884\u5206\u914d\u5e76\u5927\u89c4\u6a21\u5efa\u8bbe\uff0c\u4ee5\u907f\u514d\u56e0\u7b97\u529b\u4e0d\u8db3\u800c\u653e\u6162\u4ea7\u54c1\u63a8\u51fa\u548c\u6536\u5165\u589e\u957f\u3002<\/p>\n
Nvidia GB300 \u4e0e Dell \u5728\u4f9b\u5e94\u94fe\u4e2d\u7684\u89d2\u8272\u3002Blackwell \u662f\u7ee7 Hopper \u4e4b\u540e\u7684\u4e0b\u4e00\u6b65\u6027\u80fd\u63d0\u5347\uff0c\u65e8\u5728\u4ee5\u66f4\u4f4e\u7684\u6bcf token \u6216\u6bcf\u53c2\u6570\u603b\u6210\u672c\u8fd0\u884c\u57fa\u7840\u6a21\u578b\u548c\u63a8\u7406\u3002\u5bf9\u8fd0\u8425\u5546\u800c\u8a00\uff0c\u4f18\u52bf\u5728\u4e8e\u541e\u5410\u91cf\u548c\u80fd\u6e90\u6548\u7387\uff1b\u5bf9\u4e70\u5bb6\u800c\u8a00\uff0c\u4f18\u52bf\u5728\u4e8e\u53ef\u83b7\u5f97\u6027\u3002Dell \u4e0e Iren \u7b7e\u7f72\u7684 58 \u4ebf\u7f8e\u5143\u534f\u8bae\u6709\u52a9\u4e8e\u964d\u4f4e\u673a\u67b6\u3001\u7f51\u7edc\u4e0e\u6db2\u51b7\u96c6\u6210\u7684\u98ce\u9669\uff0c\u8fd9\u4e9b\u96c6\u6210\u8ba9 GB300 \u7cfb\u7edf\u80fd\u591f\u5728\u9ad8\u5bc6\u5ea6\u4e0b\u8fd0\u884c\u3002\u7531\u4e8e\u5148\u8fdb\u5c01\u88c5\u4ecd\u7136\u662f\u9650\u5236 Nvidia \u4ea7\u80fd\u7684\u5173\u952e\u56e0\u7d20\uff0c\u9501\u5b9a\u50cf Dell \u8fd9\u6837\u7684\u6574\u5408\u5546\u662f\u4e00\u79cd\u5bf9\u6297\u6b64\u524d\u5468\u671f\u4e2d\u4ee4\u4e70\u5bb6\u53d7\u632b\u7684\u4f9b\u5e94\u94fe\u6469\u64e6\u7684\u5bf9\u51b2\u3002\u4ee4\u4eba\u60ca\u8bb6\u7684\u662f\u8c01\u83b7\u5f97\u4e86\u914d\u989d\u3002\u51e0\u5e74\u524d Iren \u8fd8\u662f\u6bd4\u7279\u5e01\u77ff\u5de5\u3002\u5982\u4eca\u5b83\u5750\u62e5\u9876\u7ea7 GPU \u4ea4\u4ed8\u7ba1\u7ebf\uff0c\u8fd9\u9a8c\u8bc1\u4e86\u5728 AI \u519b\u5907\u7ade\u8d5b\u4e2d\uff0c\u7535\u529b\u3001\u571f\u5730\u548c\u6267\u884c\u901f\u5ea6\u4e0e\u54c1\u724c\u540c\u6837\u91cd\u8981\u3002<\/p>\n
\u5fb7\u5dde\u7535\u529b\u4e0e 750 \u5146\u74e6\u7684\u5efa\u9020\u3002Iren \u8ba1\u5212\u5728\u5176\u4f4d\u4e8e\u5fb7\u514b\u8428\u65af\u5dde Childress \u7684\u56ed\u533a\u90e8\u7f72\u8fd9\u4e9b\u8bbe\u5907\uff0c\u8be5\u56ed\u533a\u4e3a\u4e00\u4e2a 750 \u5146\u74e6\u7684\u7ad9\u70b9\uff0c\u50cf\u78c1\u77f3\u4e00\u6837\u5438\u5f15\u9ad8\u80fd\u8017\u8ba1\u7b97\u3002\u7535\u529b\u662f AI \u7684\u65b0\u8d27\u5e01\uff0c\u800c ERCOT \u56e0\u4e3a\u4e30\u5bcc\u7684\u98ce\u80fd\u548c\u592a\u9633\u80fd\u4ee5\u53ca\u76f8\u5bf9\u8f83\u5feb\u7684\u5e76\u7f51\u65f6\u95f4\uff0c\u5df2\u6210\u4e3a\u6570\u636e\u4e2d\u5fc3\u70ed\u70b9\u3002\u8fd9\u4e5f\u5e26\u6765\u4e86\u65b0\u98ce\u9669\u3002\u70ed\u6d6a\u3001\u9650\u7535\u548c\u4ef7\u683c\u98d9\u5347\u662f\u5fb7\u5dde\u7535\u7f51\u7684\u5e38\u6001\u3002\u8fd0\u8425\u5546\u5fc5\u987b\u901a\u8fc7\u9700\u6c42\u54cd\u5e94\u3001\u5bf9\u51b2\u548c\u73b0\u573a\u5907\u4efd\u6765\u89c4\u907f\u8fd9\u4e9b\u95ee\u9898\u3002Tinter \u5f3a\u8c03 Iren \u7684\u4fdd\u969c\u7535\u529b\u5bb9\u91cf\u662f\u8fbe\u6210\u4ea4\u6613\u7684\u539f\u56e0\u4e4b\u4e00\uff1b\u8fd9\u53e5\u8bdd\u8bf4\u660e\u4e86\u4e00\u4e2a\u65b0\u5174\u7684\u73b0\u5b9e\uff1a\u5982\u679c\u6ca1\u6709\u4fdd\u8bc1\u7684\u5146\u74e6\u6570\u548c\u5728\u7535\u7f51\u53d7\u538b\u65f6\u80fd\u7ef4\u6301\u5728\u7ebf\u7684\u53ef\u4fe1\u8ba1\u5212\uff0c\u4f60\u5c31\u4e0d\u80fd\u79f0\u4e3a AI \u4e91\u3002\u5173\u6ce8 Iren \u5728\u5c06\u539f\u59cb\u7535\u529b\u5408\u540c\u8f6c\u6362\u4e3a\u53ef\u7528\u3001\u9ad8\u53ef\u7528\u6027\u7684 AI \u5bb9\u91cf\u8fc7\u7a0b\u4e2d\u5982\u4f55\u6309\u5e8f\u63a8\u8fdb\u53d8\u7535\u7ad9\u3001\u51b7\u5374\u548c\u7528\u6c34\u5b89\u6392\u3002<\/p>\n
\u5e02\u573a\u53cd\u5e94\u4e0e IREN \u7684\u4f30\u503c\u8003\u9a8c\u3002\u80a1\u7968\u7684\u5782\u76f4\u4e0a\u6da8\u53cd\u6620\u4e86\u50cf\u5fae\u8f6f\u8fd9\u6837\u7684\u84dd\u7b79\u4e70\u5bb6\u7684\u89c4\u6a21\u548c\u4fe1\u8a89\uff0c\u4f46\u4e5f\u5f15\u53d1\u4e86\u719f\u6089\u7684\u95ee\u9898\u3002\u5728 49.44 \u7f8e\u5143\u7684\u5386\u53f2\u9ad8\u70b9\u548c\u4e00\u5e74\u8d85\u8fc7 460% \u7684\u6da8\u5e45\u4e0b\uff0cIren \u73b0\u5728\u7684\u4ea4\u6613\u4ef7\u683c\u57fa\u4e8e\u8fdc\u671f\u4ea7\u80fd\u548c\u6301\u7eed\u9ad8\u6bdb\u5229\u4e91\u6536\u5165\u7684\u627f\u8bfa\u3002\u5982\u679c\u90e8\u7f72\u6309\u91cc\u7a0b\u7891\u63a8\u8fdb\u4e14\u5229\u7528\u7387\u8fc5\u901f\u4e0a\u5347\uff0c\u8fd9\u79cd\u6a21\u5f0f\u53ef\u80fd\u594f\u6548\uff1b\u5982\u679c\u65f6\u95f4\u8868\u5ef6\u8fdf\u3001\u7535\u529b\u6210\u672c\u4e0a\u5347\u6216\u5fae\u8f6f\u7684\u91c7\u8d2d\u91cf\u4f4e\u4e8e\u9884\u671f\uff0c\u5219\u53ef\u80fd\u51fa\u73b0\u88c2\u7f1d\u3002\u6280\u672f\u6307\u6807\u7684\u65e9\u671f\u8bfb\u6570\u663e\u793a\u8d85\u4e70\u72b6\u6001\u3002\u5728\u57fa\u7840\u8bbe\u65bd\u9886\u57df\uff0c\u4ece\u5408\u540c\u5230\u73b0\u91d1\u7684\u8def\u5f84\u5e76\u4e0d\u5e73\u6ed1\uff1a\u5927\u989d\u9884\u4ed8\u6b3e\u652f\u51fa\uff0c\u5206\u9636\u6bb5\u4ea4\u4ed8\uff0c\u6536\u5165\u786e\u8ba4\u4e0e\u670d\u52a1\u5c31\u7eea\u6027\u548c SLA \u6302\u94a9\u3002\u6295\u8d44\u8005\u5e94\u5173\u6ce8\u6bcf\u4e2a\u5df2\u5b89\u88c5 GPU \u7684\u5355\u4f4d\u7ecf\u6d4e\u6027\u3001\u6b63\u5e38\u8fd0\u884c\u65f6\u95f4\u6307\u6807\uff0c\u4ee5\u53ca\u5728\u672a\u6765\u516d\u4e2a\u5b63\u5ea6\u5185\u5728\u5efa\u5de5\u7a0b\u5411\u53ef\u8ba1\u8d39\u5bb9\u91cf\u7684\u8f6c\u6362\u60c5\u51b5\u3002<\/p>\n
\u6b64\u4e3e\u5bf9\u5fae\u8f6f AI \u6218\u7565\u7684\u610f\u4e49\u3002MSFT \u6b63\u5728\u901a\u8fc7\u81ea\u6709\u5efa\u8bbe\u4e0e\u4e13\u4e1a\u5408\u4f5c\u4f19\u4f34\u5206\u6563\u62bc\u6ce8\uff0c\u4ee5\u4fdd\u8bc1 Azure AI\u3001Copilot \u548c OpenAI \u7684\u5de5\u4f5c\u8d1f\u8f7d\u5f97\u5230\u6ee1\u8db3\u3002\u591a\u6e20\u9053\u83b7\u53d6\u7b97\u529b\u964d\u4f4e\u4e86\u96c6\u4e2d\u98ce\u9669\uff0c\u5e76\u80fd\u5728\u4f01\u4e1a\u9700\u6c42\u6700\u5f3a\u7684\u5730\u533a\u63d0\u524d\u63a8\u52a8\u53ef\u7528\u6027\u3002\u6b64\u7c7b\u4ea4\u6613\u4e5f\u8868\u660e\u5fae\u8f6f\u613f\u610f\u901a\u8fc7\u4ed8\u8d39\u6765\u52a0\u901f\u4f9b\u5e94\uff0c\u800c\u4e0d\u662f\u8ba9\u5ba2\u6237\u7b49\u5f85\u3002\u516c\u53f8\u5df2\u7ecf\u4ece\u7ecf\u9a8c\u4e2d\u5b66\u5230\uff0cAI \u529f\u80fd\u7684\u63a8\u8fdb\u901f\u5ea6\u4f9d\u8d56\u4e8e\u786c\u4ef6\u7684\u63a8\u8fdb\u901f\u5ea6\u3002\u901a\u8fc7 Iren \u6279\u91cf\u9501\u5b9a GB300\uff0c\u65e2\u7ed9\u7ade\u4e89\u5bf9\u624b\u65bd\u52a0\u538b\u529b\uff0c\u53c8\u4e3a Azure \u63d0\u4f9b\u66f4\u591a\u6760\u6746\uff0c\u4ee5\u5728\u6a21\u578b\u53d8\u5927\u65f6\u7ba1\u7406\u6bcf\u6b21\u63a8\u7406\u7684\u6210\u672c\u3002\u8fd9\u4e0d\u4ec5\u662f\u4ea7\u80fd\u95ee\u9898\uff1b\u66f4\u662f\u5fae\u8f6f\u80fd\u5728\u4f55\u5904\u4ee5\u53ca\u591a\u5feb\u4e3a\u5ba2\u6237\u542f\u7528 AI \u4ea7\u54c1\u7684\u9009\u62e9\u6743\u3002<\/p>\n
\u5bf9 Nvidia\u3001Dell \u53ca AI \u57fa\u7840\u8bbe\u65bd\u6808\u7684\u4fe1\u53f7\u3002\u5bf9 Nvidia \u6765\u8bf4\uff0c\u7ed3\u8bba\u662f Blackwell \u7684\u9700\u6c42\u901a\u8fc7\u591a\u6761\u6e20\u9053\u552e\u51fa\uff0c\u8fdc\u5ef6\u4f38\u81f3 2026 \u5e74\uff0c\u8fd9\u652f\u6301\u4e86\u5176\u6570\u636e\u4e2d\u5fc3\u8425\u6536\u7684\u53ef\u89c1\u6027\uff0c\u5e76\u5f3a\u5316\u4e86\u5176\u8f6f\u4ef6\u751f\u6001\u7684\u62a4\u57ce\u6cb3\u3002\u5bf9 Dell \u6765\u8bf4\uff0c\u6574\u5408\u5546\u7684\u89d2\u8272\u6210\u4e3a\u5229\u6da6\u4e2d\u5fc3\uff0c\u800c\u975e\u5546\u54c1\u5316\u670d\u52a1\uff0c\u56e0\u4e3a\u5ba2\u6237\u613f\u610f\u4e3a\u7cfb\u7edf\u4ea4\u4ed8\u7684\u901f\u5ea6\u4e0e\u53ef\u9760\u6027\u4ed8\u8d39\u3002\u9884\u8ba1 Dell \u5c06\u5f3a\u8c03\u4e0e GB300 \u7ea7\u96c6\u7fa4\u76f8\u5173\u7684\u79ef\u538b\u8ba2\u5355\u4ee5\u53ca\u5728\u7f51\u7edc\u548c\u51b7\u5374\u9886\u57df\u7684\u76f8\u90bb\u80dc\u5229\u3002\u66f4\u5e7f\u6cdb\u7684\u751f\u6001\u7cfb\u7edf\u542b\u4e49\u662f\uff1a\u4f9b\u5e94\u4ecd\u7136\u53d7\u9650\u5230\u8db3\u4ee5\u8ba9\u8d44\u672c\u548c\u7535\u529b\u83b7\u53d6\u5c06\u975e\u4f20\u7edf\u73a9\u5bb6\uff08\u5982\u524d\u52a0\u5bc6\u77ff\u5de5\uff09\u63a8\u8fdb\u5230 AI \u5efa\u8bbe\u7684\u6838\u5fc3\u4f4d\u7f6e\u3002\u8fd9\u4f7f\u52a0\u901f\u5668\u5b9a\u4ef7\u6709\u4e0b\u9650\uff0c\u5e76\u5ef6\u957f\u4e86\u5468\u671f\u3002<\/p>\n
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