IREN上调ARR目标至40亿美元，AI云合同推动股价大涨

$IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure.

$HUT +10.45% off a 15Y $9.8B AI DC lease

$CIFR +16.76% $CLSK +13.7% $WYFI +9.18%

$NBIS and $CRWV are taking their time in the shower.

But does look like Neoclouds/Colo players are sharply recovering following new catalysts, such as Kimi compute shortage news and new contracts.