中文翻译
@KnightCapitalYT 我的意思是，我现在确实持有 1 股 $IREN，所以我很希望看到他们与 Anthropic 达成交易。 有泄露的内部备忘录显示，Anthropic 正在寻求在澳大利亚获得更多资源，而这恰好是 IREN 大力投资的国家。 不过，在当前宏观环境下，250-300 亿美元的资本支出(Capex)数字总是让人望而生畏，尽管他们已通过预付款获得了大量融资。
· 个股论点
持有IREN，看好其与Anthropic合作，但担忧巨额资本支出。
涉及标的： $IREN
相关概念： AI 资本支出
英文原文
@KnightCapitalYT I mean I do have 1 single share of $IREN now, so I'd love to see them get a deal with Anthropic. There were leaked memos suggesting that Anthropic was looking to secure more in Australia, and that just so happens to be the country Iren was heavily investing in. Buuut, the $25-30B capex number is always a bit daunting during current macro, despite securing a lot of financing via prepayments.