展品99.5

 

愛倫2024年擴張計劃增至30 EH/S
 
提前完成10個EH/S里程碑
 

澳大利亞悉尼,2024年5月15日(環球社)-艾瑞斯能源有限公司(納斯達克:IREN)(連同其子公司艾瑞恩或公司)今天提供了業務最新消息,該公司是一家領先的下一代數據中心企業,為比特幣、人工智能和其他領域的未來提供動力。

主要亮點
 

運營哈希率目前10 EH/S,提前實現里程碑
 

2024年擴建計劃增至30個EH/S
 

o
獲得最新一代Bitmain S21 Pro礦工,銘牌效率為15 J/秒
 

o
完成後,銘牌車隊的效率為16J/th,開採的每枚比特幣的指示性電力成本為1.7萬美元
 

o
奇爾德里斯的額外50兆瓦數據中心擴建(2024年4月29日宣佈)
 

o
通過現有現金和其他來源提供資金
 

額外的Bitmain S21 Pro礦工購買選項(10 EH/S)支持2025年上半年擴展到40 EH/S的途徑
 
2024年擴建計劃增至30個EH/S
 
公司此前宣佈的2024年擴建計劃至20EH/S已增至30 EH/S。
 
這種加速增長是通過與Bitmain修訂和新的協議,以及在2024年在奇爾德里斯額外建設50兆瓦的數據中心容量來實現的。
 

現有協議-Bitmain T21/S21購買(5 EH/S)
 

修正協議-比特主T21選項(11 EH/S)
 

o
在行使期權時,可以靈活地選擇Bitmain T21或S21 Pro礦工(或兩者的組合):
 

Bitmain T21$14.0/TH(不變);或
 

Bitmain S21 Pro的價格為18.9美元/TH(新)
 

o
最多9個EH/S(如果全選T21)或11個EH/S(如果全選S21 Pro)的合同規模
 

o
期權將於2025年3月到期(之前為2024年9月)
 

新協議-Bitmain S21 Pro購買和期權(24 EH/S)
 

o
12 EH/S以15.1美元/天價購買(另加3.8美元/天價,交付9個月後支付);以及
 

o
12個EH/S期權,18.9美元/天
 

其中10個EH/S支持2025年上半年擴展到40個EH/S
 
帶着目標前進。
1

 

2024年奇爾德里斯擴建計劃增加50兆瓦
 

o
部分原因是新的變電站設計以及公司建築和採購程序的持續改進和優化
 

o
目前計劃到2024年底,全球數據中心的容量為510兆瓦
 

升級不列顛哥倫比亞省和德克薩斯州現有的礦工船隊
 
通向行業領先地位的途徑
 
最新一代S21 Pro挖掘機於2024年3月由Bitmain推出,效率為行業領先的15 J/th。
 
Iren有望成為效率最高、規模最大的公開上市比特幣礦商之一,其整體船隊效率為16J/th,以30EH/S的價格開採的比特幣的指示性電力成本為1.7萬美元。
 
本公司計劃通過現有現金和其他來源為擴建至30 EH/S提供資金。截至2024年4月30日,該公司擁有3.215億美元現金,沒有債務安排。
 
該公司繼續考慮一系列融資機會,如股權、公司債務和設備融資。
 
30 EH/S擴建時間表
 
該公司此前宣佈的擴張計劃正在提前進行。
 
Iren現在預計2024年第三季度達到20 EH/S,2024年第四季度達到30 EH/S,2025年上半年可選擇增長到40 EH/S。
 
計劃的擴展時間表:
 
 
帶着目標前進。
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假設和注意事項
 
1.
每個比特幣開採成本代表每個比特幣開採的指示性電力成本,假設30 EH/S,銘牌車隊效率為16 J/th,加權平均電力成本為0.037美元/千瓦時(不列顛哥倫比亞省為0.045美元/千瓦時,德克薩斯州為0.033美元/千瓦時 -後者使用截至24年財年(即2023年7月至2024年3月)奇爾德里斯的實際月平均淨電價計算,包括ERS收入並根據現在符合條件的4CP福利進行調整),當前全球哈希率為595EH/S每塊獎勵3.125 BTC,每塊交易手續費0.3BTC。
 
2.
Bitmain S21 Pro礦工12名EH/S的新期權協議可以遞增行使至2025年5月。經修訂的T21礦工9名EH/S或S21 Pro礦工11名EH/S的期權協議可在期權期限內遞增行使,直至2025年3月。兩個期權協議都與相當於總購買價10%的初始首付期權費用相關聯。
 
3.
3.215億美元的現金包括截至2024年4月30日的美元等價物、未經審計的初步現金、現金等價物和定期存款。
 
關於Iren

Iren是領先的下一代數據中心企業,利用100%可再生能源為比特幣、人工智能和其他領域的未來提供動力。
 

比特幣挖掘:為比特幣網絡提供安全保障,2024年擴展至30 EH/S。自2019年開始運營。
 

AI雲服務:向AI客户提供雲計算,配置816個NVIDIA H100 GPU。自2024年以來一直在運營。
 

下一代數據中心:260兆瓦的運營數據中心,2024年擴展到510兆瓦。專為高性能和高功率密集型計算應用專門設計和構建的基礎設施。
 

技術:人工智能雲服務、比特幣挖掘和能源交易業務的性能優化技術堆棧。
 

開發組合:北美地區2,160兆瓦的安全電力容量,>1,000英畝的物業組合和額外的開發管道。
 

100%可再生能源(來自清潔或可再生能源或通過購買可再生能源):以低成本和未得到充分利用的可再生能源為目標,並支持電網和當地社區。
 
帶着目標前進。
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聯繫人

媒體
 
喬恩·斯諾鮑
宅邸
+61 477 946 068
 
丹妮爾·吉列拉
空中掩護通信
+1 510 333 2707
Investors
 
Lincoln Tan
IREN
+61 407 423 395
lincoln.tan@iren.com
 

To keep updated on IREN’s news releases and SEC filings, please subscribe to email alerts at https://iren.com/investor/ir-resources/email-alerts.

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These statements are neither promises nor guarantees, but involve known and unknown risks, uncertainties and other important factors that may cause IREN’s actual results, performance or achievements to be materially different from any future results performance or achievements expressed or implied by the forward looking statements, including, but not limited to: Bitcoin price and foreign currency exchange rate fluctuations; IREN’s ability to obtain additional capital on commercially reasonable terms and in a timely manner to meet its capital needs and facilitate its expansion plans; the terms of any future financing or any refinancing, restructuring or modification to the terms of any future financing, which could require IREN to comply with onerous covenants or restrictions, and its ability to service its debt obligations, any of which could restrict our business operations and adversely impact our financial condition, cash flows and results of operations; IREN’s ability to successfully execute on its growth strategies and operating plans, including its ability to continue to develop its existing data center sites and to diversify into the market for high performance computing (“HPC”) solutions, and in particular any current or future AI Cloud (“AI Cloud”) Services we offer; IREN’s limited experience with respect to new markets it has entered or may seek to enter, including the market for AI Cloud Services; expectations with respect to the ongoing profitability, viability, operability, security, popularity and public perceptions of the Bitcoin network; expectations with respect to the profitability, viability, operability, security, popularity and public perceptions of any current or future AI Cloud Services that IREN offers; IREN’s ability to secure and retain customers on commercially reasonable terms or at all, particularly as it relates to its strategy to expand into AI Cloud Services; IREN’s ability to manage counterparty risk (including credit risk) associated with any current or future customers, including customers of our AI Cloud Services and other counterparties; IREN’s ability to secure renewable energy, renewable energy certificates, power capacity, facilities and sites on commercially reasonable terms or at all; the risk that any current or future customers, including customers of our AI Cloud Services, or other counterparties may terminate, default on or underperform their contractual obligations; Bitcoin global hashrate fluctuations; delays associated with, or failure to obtain or complete, permitting approvals, grid connections and other development activities customary for greenfield or brownfield infrastructure projects; our reliance on power and utilities providers, third party mining pools, exchanges, banks, insurance providers and our ability to maintain relationships with such parties; expectations regarding availability and pricing of electricity; IREN’s participation and ability to successfully participate in demand response products and services and other load management programs run, operated or offered by electricity network operators, regulators or electricity market operators; the availability, reliability and/or cost of electricity supply, hardware and electrical and data center infrastructure, including with respect to any electricity outages and any laws and regulations that may restrict the electricity supply available to IREN; any variance between the actual operating performance of IREN’s miner hardware achieved compared to the nameplate performance including hashrate; 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IREN’s ability to operate in an evolving regulatory environment; IREN’s ability to successfully operate and maintain its property and infrastructure; reliability and performance of IREN’s infrastructure compared to expectations; malicious attacks on IREN’s property, infrastructure or IT systems; IREN’s ability to maintain in good standing the operating and other permits and licenses required for its operations and business; IREN ability to obtain, maintain, protect and enforce its intellectual property rights and confidential information; any intellectual property infringement and product liability claims; whether the secular trends IREN expects to drive growth in its business materialize to the degree it expects them to, or at all; the occurrence of any environmental, health and safety incidents at IREN’s sites, and any material costs relating to environmental, health and safety requirements or liabilities; damage to our property and infrastructure and the risk that any insurance IREN maintains may not fully cover all potential exposures; ongoing proceedings relating to the default by two of IREN’s wholly-owned special purpose vehicles under limited recourse equipment financing facilities; ongoing securities litigation relating in part to the default; and any future litigation, claims and/or regulatory investigations, and the costs, expenses, use of resources, diversion of management time and efforts, liability and damages that may result therefrom; IREN's failure to comply with any laws including the anti-corruption laws of the United States and various international jurisdictions; any failure of IREN's compliance and risk management methods; any laws, regulations and ethical standards that may relate to IREN’s business, including those that relate to Bitcoin and the Bitcoin mining industry and those that relate to any other services we offer (such as AI Cloud Services), including regulations related to data privacy, cybersecurity and the storage, use or processing of information; our ability to attract, motivate and retain senior management and qualified employees; increased risks to our global operations including, but not limited to, political instability, acts of terrorism, theft and vandalism, cyberattacks and other cybersecurity incidents and unexpected regulatory and economic sanctions changes, among other things; climate change, severe weather conditions and natural and man-made disasters that may materially adversely affect our business, financial condition and results of operations; public health crises, including an outbreak of an infectious disease (such as COVID-19) and any governmental or industry measures taken in response; our ability to remain competitive in dynamic and rapidly evolving industries; damage to our brand and reputation; expectations relating to Environmental, Social and Governance issues or reporting; the costs of being a public company; and other important factors discussed under the caption “Risk Factors” in IREN’s annual report on Form 20-F filed with the SEC on September 13, 2023 as such factors may be updated from time to time in its other filings with the SEC, accessible on the SEC’s website at www.sec.gov and the Investor Relations section of IREN’s website at https://investors.iren.com.

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