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Iris Energy Limited 是一家公开上市的华尔街比特币 (BTC) 矿业公司(纳斯达克股票代码:IREN),最近致力于将自己宣传为高性能计算 (HPC) 数据中心运营商,目前正面临集体诉讼,指控其歪曲了其投资者的能力和前景。
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.
上市的华尔街比特币 (BTC) 矿业公司 Iris Energy Limited(纳斯达克股票代码:IREN)最近开始将自己宣传为高性能计算 (HPC) 数据中心运营商,目前正面临集体诉讼,指控其歪曲其能力以及投资者的前景。
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.
该诉讼向美国纽约东区地方法院提起,声称 Iris Energy 及其高管对该公司将其设施从比特币挖矿转向高性能计算和人工智能应用的能力做出了虚假和误导性的陈述。
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.
具体而言,投诉称,Iris Energy 位于德克萨斯州 Childress 的工厂缺乏此类运营所需的关键功能,该公司曾将该工厂吹捧为其 HPC 战略的关键资产。该诉讼声称该站点的电源冗余、冷却系统和光纤连接不足。
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.”
该诉讼还引用了 Iris Energy 联合首席执行官 Daniel Roberts 的声明,他声称该公司已经“构建了这个基础层,这个高性能数据中心的基石,可以进行任何高性能计算。”原告辩称,这些陈述存在重大虚假和误导性,“因为该公司夸大了其数据中心业务的能力及其整体前景。”
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 发表批评报告后,Iris Energy 的股价下跌约 15%,该报告引发了对该公司 HPC 声明及其设施是否适合此类应用的担忧。
“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 进一步表示,‘做空 IREN 是因为我们认为该公司严重歪曲了其 HPC/AI 应用资产的实力和潜力’,”诉讼指出。
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.
该集体诉讼旨在代表在 2023 年 6 月 20 日至 2024 年 7 月 11 日期间购买 Iris Energy 证券的投资者追回损失,指控其违反联邦证券法。
Bitcoin Miners from Wall Street Pivot to AI
比特币矿工从华尔街转向人工智能
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 向人工智能的转变是比特币矿工更广泛趋势的一部分,这是由加密货币挖矿市场日益严峻的条件推动的。据Finance Magnates报道,在经历了艰难的2022年之后,加密货币矿商在2023年开始转向人工智能和高性能计算,这两个行业都是高度能源密集型行业。
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 月份的一份报告也强调了这一趋势,VanEck 数字资产研究主管 Matthew Sigel 表示,到 2027 年,从 BTC 到 HPC/AI 的转变可能会为矿业公司释放 380 亿美元的价值。
“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:“人工智能公司需要能源,而比特币矿工则拥有能源。随着市场对不断增长的人工智能/高性能计算数据中心市场的重视,获得电力——尤其是在短期内——需要溢价。”
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.
在过去的一年里,这种转向的几个例子已经很明显了。例如,HIVE Blockchain 更名为 HIVE Digital,以更好地反映其业务不断发展的性质,现在不仅包括 BTC 挖矿,还包括对 HPC 和 AI 行业的支持。该公司正在寻求通过这项新业务将收入翻一番,并宣布建设一个新的水力发电数据中心来支持这一目标。
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