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Iris Energy Limited 是一家公開上市的華爾街比特幣(BTC) 礦業公司(納斯達克股票代碼:IREN),最近致力於將自己宣傳為高效能運算(HPC) 資料中心營運商,目前正面臨集體訴訟,指控其歪曲了其投資者的能力和前景。
Publicly-traded Wall Street Bitcoin (BTC) mining company Iris Energy Limited (NASDAQ: IREN), which recently began promoting itself as a high-performance computing (HPC) data center operator, is facing a class action lawsuit that alleges it misrepresented its capabilities and prospects to investors.
上市的華爾街比特幣(BTC) 礦業公司Iris Energy Limited(納斯達克股票代碼:IREN)最近開始將自己宣傳為高效能運算(HPC) 資料中心營運商,目前正面臨集體訴訟,指控其歪曲其能力以及投資者的前景。
The lawsuit, filed in the United States District Court for the Eastern District of New York, claims that Iris Energy and its executives made false and misleading statements about the company's ability to transition its facilities from bitcoin mining to HPC and artificial intelligence applications.
該訴訟向美國紐約東區地方法院提起,聲稱 Iris Energy 及其高管對該公司將其設施從比特幣挖礦轉向高效能運算和人工智慧應用的能力做出了虛假和誤導性的陳述。
Specifically, the complaint alleges that Iris Energy's Childress, Texas facility, which the company has touted as a key asset for its HPC strategy, lacks critical features necessary for such operations. The lawsuit claims that the site has inadequate power redundancy, cooling systems, and fiber connectivity.
具體而言,投訴稱,Iris Energy 位於德州 Childress 的工廠缺乏此類營運所需的關鍵功能,該公司曾將該工廠吹捧為其 HPC 策略的關鍵資產。該訴訟聲稱該站點的電源冗餘、冷卻系統和光纖連接不足。
The lawsuit also cites statements made by Iris Energy's co-CEO, Daniel Roberts, who claimed the company had "built this base layer, this bedrock of high-performance data centers that can do any high-performance compute." The plaintiffs argue that these statements were materially false and misleading, “because the Company overstated the capabilities of its data center business, and its overall prospects.”
該訴訟還引用了 Iris Energy 聯合首席執行官 Daniel Roberts 的聲明,他聲稱該公司已經“構建了這個基礎層,這個高性能數據中心的基石,可以進行任何高性能計算。”原告辯稱,這些陳述存在重大虛假和誤導性,“因為該公司誇大了其數據中心業務的能力及其整體前景。”
Iris Energy's stock price fell approximately 15% following the publication of a critical report by Culper Research, which raised concerns about the company's HPC claims and the suitability of its facilities for such applications.
Culper Research 在發表批評報告後,Iris Energy 的股價下跌約 15%,該報告引發了對該公司 HPC 聲明及其設施是否適合此類應用的擔憂。
“Culper further stated that it was ‘short IREN because we believe the Company has dramatically misrepresented the strength and potential of its assets for HPC/AI Applications’,” the lawsuit noted.
“Culper 進一步表示,’做空 IREN 是因為我們認為該公司嚴重歪曲了其 HPC/AI 應用資產的實力和潛力’,”訴訟指出。
The class action seeks to recover damages on behalf of investors who purchased Iris Energy securities between June 20, 2023, and July 11, 2024, alleging violations of federal securities laws.
該集體訴訟旨在代表在 2023 年 6 月 20 日至 2024 年 7 月 11 日期間購買 Iris Energy 證券的投資者追回損失,指控其違反聯邦證券法。
Bitcoin Miners from Wall Street Pivot to AI
比特幣礦工從華爾街轉向人工智慧
IREN's shift towards AI is part of a broader trend among bitcoin miners, driven by the increasingly challenging conditions in the cryptocurrency mining market. As reported by Finance Magnates, in 2023, following a difficult 2022, cryptocurrency miners began pivoting towards AI and HPC, both of which are highly energy-intensive industries.
IREN 向人工智慧的轉變是比特幣礦工更廣泛趨勢的一部分,這是由加密貨幣挖礦市場日益嚴峻的條件所推動的。根據Finance Magnates報道,在經歷了艱難的2022年之後,加密貨幣礦商在2023年開始轉向人工智慧和高效能運算,這兩個產業都是高度能源密集型產業。
An August report from VanEck this year also highlighted this trend, with Matthew Sigel, VanEck's head of digital assets research, stating that the shift from BTC to HPC/AI could unlock $38 billion in value for mining companies by 2027.
VanEck 今年 8 月的一份報告也強調了這一趨勢,VanEck 數位資產研究主管 Matthew Sigel 表示,到 2027 年,從 BTC 到 HPC/AI 的轉變可能會為礦業公司釋放 380 億美元的價值。
“AI companies need energy, and bitcoin miners have it," Sigel said. "As the market values the growing AI/HPC data center market, access to power—especially in the near term—is commanding a premium."
Sigel 表示:「人工智慧公司需要能源,而比特幣礦工則擁有能源。隨著市場對不斷增長的人工智慧/高效能運算資料中心市場的重視,獲得電力——尤其是在短期內——需要溢價。
Several examples of such pivots have been evident over the past year. For instance, HIVE Blockchain changed its name to HIVE Digital to better reflect the evolving nature of its business, which now includes not only BTC mining but also support for the HPC and AI industries. The company is pursuing this new venture to double its revenue and has announced the construction of a new hydroelectric data center to support this goal.
在過去的一年裡,這種轉向的幾個例子已經很明顯了。例如,HIVE Blockchain 更名為 HIVE Digital,以更好地反映其業務不斷發展的性質,現在不僅包括 BTC 挖礦,還包括對 HPC 和 AI 行業的支援。該公司正在尋求透過這項新業務將收入翻一番,並宣佈建造一個新的水力發電數據中心來支持這一目標。
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