--- type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/264980692.md" description: "JP Morgan raised the price target for IREN to $28, up from $24 previously. It is expected that IREN needs to add approximately 120,000 GPUs and will require a maximum of 320 MW of new computing power over the next 13 months. Even under Microsoft's advance payments, the company's costs are expected to exceed $9 billion" datetime: "2025-11-08T12:54:17.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/264980692.md) - [en](https://longbridge.com/en/news/264980692.md) - [zh-HK](https://longbridge.com/zh-HK/news/264980692.md) --- > 支持的语言: [English](https://longbridge.com/en/news/264980692.md) | [繁體中文](https://longbridge.com/zh-HK/news/264980692.md) # JP Morgan: Raised the price target for IREN to $28 for December 2026, up from $24 previously. It is expected that IREN will need to add approximately 120,000 GPUs and will require up to 320 MW of new computing power over the next 13 months. Even with Microsoft's advance payments, the company's costs are expected to exceed $9 billion ### 相关股票 - [IREN (IREN.US)](https://longbridge.com/zh-CN/quote/IREN.US.md) ## 相关资讯与研究 - [Is Microsoft (MSFT) Losing Ground in AI? BofA Doesn't Think So](https://longbridge.com/zh-CN/news/281313040.md) - [LIVE MARKETS-AI fears put Microsoft on track for worst quarter since 2008](https://longbridge.com/zh-CN/news/281048123.md) - [This Quiet Microsoft Move Says A Lot About Priorities](https://longbridge.com/zh-CN/news/280794883.md) - [IREN Has a $9.7 Billion Microsoft Contract But Analysts Can't Agree on What It's Worth](https://longbridge.com/zh-CN/news/280885067.md) - [Microsoft, CrowdStrike Lead Among Morgan Stanley's Top 5 AI Security Bets](https://longbridge.com/zh-CN/news/281060013.md)