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观象外
观象外
云服务 NBIS >CRWV > IREN $NBIS ｜规模追得最快、微软+Meta订单足、负债结构明显优于CRWV，全球化布局也更均衡。依旧是资金最认可的龙头。 $CRWV ｜算力最大、订单最大、客户最豪华，但负债也是最大。最大问题是约 356亿美元总债务。 $IREN ｜最大的优势其实是电力资源和未来扩张空间，全球已签/规划电力超过5GW，且已经签下了几个巨头的订单，唯一缺点就是处于转型的阶段，以前是做挖矿的。
Gallery 1
Gallery 2
$IREN-7.40%
$CRWV-7.56%
$NBIS-6.77%
09:54 · 25/09/26·14.55K views·Posted on OKX Orbit
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