展示品99.5

 

IREN の拡張計画は 2024 年に 30 EH / s に増加しました
 
予定より早く 10 EH / s マイルストーンを達成
 

オーストラリア、シドニー、 2024 年 5 月 15 日 (GLOBE NEWSWIRE) — IREN (Iris Energy Limited) (NASDAQ: IREN) (子会社、「 IREN 」または「当社」) は、次世代データセンター事業をリードする企業です。 Bitcoin 、 AI など、本日、ビジネスアップデートを提供しました。

主要なハイライト
 

運用ハッシュレート現在 10 EH / s 、予定より早く達成
 

2024 拡張計画は 30 EH / s に増加
 

o
15 J / TH のネームプレート効率を持つ最新世代の Bitmain S 21 Pro マイナーを保護
 

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完成時、 16 J / TH のネームプレート艦隊効率と $17 k の Bitcoin 採掘あたりの電気コスト
 

o
チャイルドレスのデータセンター 50 MW 増設 ( 2024 年 4 月 29 日発表 )
 

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既存の現金等による資金調達
 

追加の Bitmain S 21 Pro マイナー購入オプション ( 10 EH / s ) 、 2025 年上半期に 40 EH / s への拡張経路をサポート
 
2024 拡張計画は 30 EH / s に増加
 
同社が以前に発表した 2024 年の 20 EH / s への拡張計画は、 30 EH / s に引き上げられました。
 
この加速的な成長は、 Bitmain との修正および新しい契約と、 2024 年に Childress で 50 MW のデータセンター容量の追加建設によって可能になります。
 

既存の契約 — Bitmain T21 / S21 購入 (5 EH / s)
 

修正契約 — Bitmain T21 オプション ( 11 EH / s )
 

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オプションを行使する際に、 Bitmain T 21 または S 21 Pro マイナー ( またはそれらの組み合わせ ) を選択する柔軟性 :
 

Bitmain T 21 の場合 $14.0 / TH ( 変更なし ); または
 

Bitmain S21 Pro のための $18.9 / TH ( 新しい )
 

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最大9 EH/S(全選択T 21であれば)または11個のEH/S(全選択S 21 Pro)の契約規模
 

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オプションは2025年3月に満期になります(2024年9月まで)
 

新しいプロトコル-Bitmain S 21 Pro購入およびオプション(24 EH/S)
 

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12 EH/Sは、15.1ドル/日価格で購入されました(さらに3.8ドル/日価格を加えて9ヶ月後に支払います)
 

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EH/Sオプション×12、18.9ドル/日
 

そのうち10個のEH/Sは2025年上半期に40個のEH/Sに拡張されました
 
目的をもって進んだ。
1

 

2024年キルドリス拡張計画50メガワット増加
 

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一部の原因は新しい変電所の設計及び会社の建築と調達プログラムの持続的な改善と最適化です
 

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2024年末までに世界のデータセンターの容量は510メガワットになる予定です
 

ブリティッシュコロンビア州とテキサス州の既存の鉱夫船隊をアップグレードします
 
業界のトップへの道
 
最新世代S 21 Pro掘削機は2024年3月にBitmainから発売され、効率は業界トップの15 J/thである。
 
Irenは最も効率が高く,最大規模の公開上場ビットコイン鉱主の1つとなることが期待され,その全体の船団効率は16 J/th,30 EH/Sで採掘されたビットコインの指示的電力コストは1.7万ドルである。
 
当社は既存の現金やその他のソースを通じて30 EH/Sに拡張するための資金を提供する予定です。同社は2024年4月30日現在、3億215億ドルの現金を持っており、債務手配はない。
 
当 社は 、 株式 、 企業 債務 、 設備 ファイ ナ ンス など 、 幅広い 資金 調達 機会 を引き 続き 検討 しています 。
 
30 EH/S拡張スケジュール
 
同社がこれまで発表していた拡張計画は事前に行われている。
 
Irenは現在,2024年第3四半期に20 EH/S,2024年第4四半期に30 EH/S,2025年上半期に40 EH/Sに成長することを選択していると予想している。
 
計画の拡張スケジュール:
 
 
目的をもって進んだ。
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仮定と注記
 
1.
採掘されたビットコインあたりのコストは、 30 EH / s 、ネームプレートのフリート効率 16 J / TH 、加重平均電力コスト $0.0 37 / kWh ( BC では $0.045 / kWh 、 $0.0 33 / kWh ) を仮定したビットコインあたりの電気コストを表します。 テキサス州 — 後者は、現在までの FY24 ( すなわち 2023 年 7 月から 2024 年 3 月まで ) における Childress の実際の月間平均正味電力価格を使用して計算され、 ERS の収益と現在適格な 4CP 給付を調整しました ) 、現在のグローバルハッシュレートは 595 です。 EH / s 、 1 ブロックあたり 3.125 BTC のブロック報酬、 1 ブロックあたり 0.3 BTC のトランザクション手数料。
 
2.
Bitmain S 21 Pro マイナーの 12 EH / s の新しいオプション契約は、 2025 年 5 月まで段階的に行使できます。T21 鉱山労働者の 9 EH / s または S21 Pro 鉱山労働者の 11 EH / s の修正オプション契約を行使することができます。 2025 年 3 月までのオプション期間にわたって段階的に両方のオプション契約には、購入総額の 10% に等しい初期頭金オプション手数料が関連付けられます。
 
3.
現金 3 億 2,150 万ドルは、 2024 年 4 月 30 日時点の米ドル同等、未監査の予備現金、現金同等物および定期預金を反映しています。
 
Iren について

Irenは先進的な次世代データセンター企業であり,100%再生可能エネルギーを利用してビットコイン,人工知能,他分野の将来に原動力を提供している。
 

ビットコインマイニング:ビットコインネットワークにセキュリティを提供し、2024年に30 EH/Sに拡張する。2019年から運営を開始します。
 

AIクラウドサービス:AIクライアントにクラウドコンピューティングを提供し,816個のNVIDIA H 100 GPUを配置する.2024年以来運営されています。
 

次世代データセンター:260メガワットの運営データセンターは、2024年に510メガワットに拡張された。高性能と高出力集約型計算に特化して設計·構築されたインフラを応用する。
 

技術:人工知能クラウドサービス、ビットコインマイニング、エネルギー取引業務の性能最適化技術スタック。
 

開発組合:北米地域2,160メガワットの安全電力容量,>1,000エーカーの物件組合と追加的な開発パイプライン。
 

100%再生可能エネルギー(クリーンエネルギーまたは再生可能エネルギーからまたは再生可能エネルギーを購入することによって):低コストで十分に利用されていない再生可能エネルギーを目指し、電力網および地域コミュニティをサポートする。
 
目的をもって進んだ。
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コンタクト

メディア
 
ジョイン·スノーアワビ
屋敷.屋敷
+61 477 946 068
 
デネル·ギレラ
空中援護通信
+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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Forward-Looking Statements

This investor update includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally relate to future events or IREN’s future financial or operating performance. For example, forward-looking statements include but are not limited to the Company’s business strategy, expected operational and financial results, and expected increase in power capacity and hashrate. In some cases, you can identify forward-looking statements by terminology such as “anticipate,” “believe,” “may,” “can,” “should,” “could,” “might,” “plan,” “possible,” “project,” “strive,” “budget,” “forecast,” “expect,” “intend,” “target”, “will,” “estimate,” “predict,” “potential,” “continue,” “scheduled” or the negatives of these terms or variations of them or similar terminology, but the absence of these words does not mean that statement is not forward-looking. Such forward-looking statements are subject to risks, uncertainties, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. In addition, any statements or information that refer to expectations, beliefs, plans, projections, objectives, performance or other characterizations of future events or circumstances, including any underlying assumptions, are forward-looking.

These forward-looking statements are based on management’s current expectations and beliefs. 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; IREN’s ability to curtail its electricity consumption and/or monetize electricity depending on market conditions, including changes in Bitcoin mining economics and prevailing electricity prices; actions undertaken by electricity network and market operators, regulators, governments or communities in the regions in which IREN operates; the availability, suitability, reliability and cost of internet connections at IREN’s facilities; IREN’s ability to secure additional hardware, including hardware for Bitcoin mining and any current or future AI Cloud Services it offers, on commercially reasonable terms or at all, and any delays or reductions in the supply of such hardware or increases in the cost of procuring such hardware; expectations with respect to the useful life and obsolescence of hardware (including hardware for Bitcoin mining as well as hardware for other applications, including any current or future AI Cloud Services IREN offers); delays, increases in costs or reductions in the supply of equipment used in IREN’s operations; 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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These and other important factors could cause actual results to differ materially from those indicated by the forward-looking statements made in this investor update. Any forward-looking statement that IREN makes in this investor update speaks only as of the date of such statement. Except as required by law, IREN disclaims any obligation to update or revise, or to publicly announce any update or revision to, any of the forward-looking statements, whether as a result of new information, future events or otherwise.


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