SemiAnalysis_· @SemiAnalysis_ · X·· 21 小时前AI 评分
SemiAnalysis质疑IREN虚报托管服务
我们建议 IREN 停止在公开投资材料中虚假宣称提供托管集群，例如在其最新的 10-K 中，他们声称“拥有并运营”技术栈的所有层，包括“托管云服务”。 他们的 CCO 最近说“我们目前没有任何在运行的托管服务”时是正确的。 IREN 应该专注于其裸金属产品，那里对其服务有充足的市场需求。(3/3)
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We recommend that IREN stop falsely claiming to offer managed clusters in public investment materials, such as in their most recent 10-K, where they claimed to "own and operate" all layers of the stack, including "managed cloud services."
Their CCO was correct when he recently said, "we don't have any live managed services today."
IREN should focus on their bare metal offerings, where there is plenty of market demand for their services. (3/3)
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