原文：

原文：
$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.

翻译：
$IREN 涨幅 19.69% 后修订了其 ARR 目标至 40 亿美元以上，得益于新的 AI 云合同。其客户群现在包括微软、英伟达、Perplexity 和 Figure。

$HUT 涨幅 10.45%，这是由于其获得了一份 15 年 98 亿美元的 AI 数据中心租赁合同。

$CIFR 涨幅 16.76%，
$CLSK 涨幅 13.7%，
$WYFI 涨幅 9.18%。

$NBIS 和 $CRWV 还在观望。

但看起来，新云计算/数据中心运营商在新的催化剂（如 Kimi 计算资源短缺新闻和新的合同）推动下正在迅速恢复。