MSX 미국 주식 일일 관찰: IREN, 신규 다년계 AI 클라우드 서비스 계약 체결, 주가 하루 만에 20% 급등
- 핵심 관점: AI 클라우드 서비스 제공업체 IREN이 28억 달러 규모의 다년 계약(Perplexity 등 고객 포함)을 체결하면서 시간외 거래에서 9% 이상 상승, 장중 최고 20%까지 오르며 시가총액 120억 달러를 기록, '비트코인 채굴업체의 AI 클라우드 전환' 비즈니스 모델의 실현 가능성을 입증했습니다.
- 핵심 요소:
- 新규 다년계 AI 클라우드 서비스 계약 총액 28억 달러, 고객사에는 Perplexity, Figure AI 등 유명 AI 기업 포함.
- 신규 ARR 목표 중 약 85%가 실제 계약으로 확정되어 시장 기대치에 의존한 평가가 아님.
- 회사의 2026년 ARR 목표를 37억 달러에서 40억 달러 이상으로 상향 조정, 이전에 Microsoft와 체결한 97억 달러 계약도 포함.
- 발표 당일 주가 강세: 시간외 거래에서 9% 이상 상승, 장중 최고 20%까지 오르며 총 시가총액 120억 달러 돌파.
- 서사가 '전기료가 저렴한 비트코인 채굴업체'에서 'Microsoft, NVDA 대형 계약을 보유한 AI 클라우드 서비스 제공업체'로 전환되며 가치 재평가를 주도.
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Today's Observation
AI cloud service provider IREN surged over 9% in pre-market trading on Monday, soaring as much as 20% during the session, pushing its market capitalization to $12 billion. The catalyst was a new multi-year AI cloud services contract worth $2.8 billion, with clients including Perplexity, Figure AI, Together AI, and Fluidstack. The company also raised its 2026 ARR target from $3.7 billion to over $4 billion, with management emphasizing that approximately 85% of the new target is already backed by signed contracts. This marks the most significant validation to date in the "Bitcoin miner transitioning to AI cloud" narrative.
Data in a Minute
· Total value of new contracts signed: $2.8 billion (multi-year AI cloud services)
· Approximately 85% of the new ARR is backed by signed contracts
· In addition to the $9.7 billion contract signed with Microsoft in November last year
· 2026 ARR target: raised from $3.7 billion to over $4 billion
· On the day of the announcement: +9% pre-market, up to +20% intraday, total market cap ~$12 billion
MSX View
We believe this rally is more about "validation." 85% of the new revenue is already locked in contracts, not a valuation built on hype. IREN's narrative is shifting from "a Bitcoin miner with cheap electricity" to "an AI cloud service provider with major deals from Microsoft and the NVIDIA ecosystem." This narrative shift itself is the driving force behind the revaluation. What truly needs to be tracked is the pace of contract execution, capital expenditure intensity, and whether electricity/computing power supply can keep up with order growth.
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Risk Disclaimer: The macro economy and US stock market are highly volatile. This content is solely for academic and research observation purposes by the Maitong Research Institute and does not constitute any investment advice.
