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流云cloud
沃屮，IRENB 正在拆矿机转 AI。Q4 AI 云收入 7050 万刀，第一次超过矿业的 6670 万，全年计提 64 亿减值。它手里 40 亿刀年化合约，微软 97 亿、英伟达 34 亿大单撑着，5GW 电力是硬资产。但转型期净亏 6.84 亿，股价 30 多刀晃。赌的是明年产能兑现。
$IRENB #IREN #代币化股票
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