{"id":55753,"date":"2025-11-03T12:43:49","date_gmt":"2025-11-03T12:43:49","guid":{"rendered":"https:\/\/thecryptocurrencypost.net\/es\/?p=55753"},"modified":"2026-05-30T09:48:17","modified_gmt":"2026-05-30T07:48:17","slug":"microsoft-firma-acuerdo-de-97-mil-millones-de-ia-en-la-nube-con-iren","status":"publish","type":"post","link":"https:\/\/thecryptocurrencypost.net\/es\/microsoft-firma-acuerdo-de-97-mil-millones-de-ia-en-la-nube-con-iren\/","title":{"rendered":"Microsoft firma un acuerdo de $9,7 mil millones con IREN"},"content":{"rendered":"<p><strong>Microsoft suscribi\u00f3 un contrato multianual por $9,7 mil millones para comprar mayor capacidad de nube de IA con IREN<\/strong>, acuerdo anunciado el 3 de noviembre de 2025 que <strong>impuls\u00f3 la cotizaci\u00f3n de IREN<\/strong>. <strong>El movimiento valida a un proveedor energ\u00e9tico que pivot\u00f3 de la miner\u00eda de <a href=\"https:\/\/thecryptocurrencypost.net\/es\/noticias-criptomonedas\/noticias-bitcoin\/\">Bitcoin<\/a> hacia servicios especializados de GPU para IA<\/strong>. Tambi\u00e9n <strong>impacta a inversores, operadores de infraestructura y equipos de cumplimiento<\/strong> por la combinaci\u00f3n de consumo el\u00e9ctrico, capex y contratos corporativos a gran escala.<\/p>\n<p><!--more--><\/p>\n<p><strong>IREN ha doblado su flota de GPUs hasta 23.000 unidades<\/strong> y afirma haber invertido <strong><a href=\"https:\/\/www.reuters.com\/technology\/microsoft-signs-97-billion-contract-with-iren-nvidia-chips-2025-11-03\/\" target=\"_blank\" rel=\"noopener noreferrer\">$674 millones<\/a> en aceleradores NVIDIA y AMD<\/strong>, seg\u00fan datos de la compa\u00f1\u00eda.<\/p>\n<p>La firma mantiene un <strong>modelo dual: miner\u00eda de Bitcoin y GPU-as-a-Service (GPUaaS)<\/strong>, aprovechando energ\u00eda <strong>100% renovable<\/strong> y un <strong>coste el\u00e9ctrico reportado de $0,035 por kWh<\/strong> que le permite reasignar potencia hacia la carga m\u00e1s rentable en cada momento.<\/p>\n<p>En su Q2 FY25, IREN registr\u00f3 <strong>ingresos por miner\u00eda de Bitcoin de $113,5 millones y un beneficio de $18,9 millones<\/strong>; la compa\u00f1\u00eda report\u00f3 <strong>$501 millones de ingresos totales en FY2025 y $269,7 millones de EBITDA<\/strong>, de acuerdo con su informe financiero. <strong>El acuerdo con Microsoft se interpreta como una validaci\u00f3n externa de esa capacidad operativa<\/strong>.<\/p>\n<p>La <a href=\"https:\/\/thecryptocurrencypost.net\/es\/companias\/\" target=\"_blank\" rel=\"noopener\">compa\u00f1\u00eda<\/a> ha se\u00f1alado un <strong>objetivo de facturaci\u00f3n anualizada (ARR) superior a $500 millones para el primer trimestre de 2026<\/strong>, hito que condicionar\u00e1 la percepci\u00f3n de sostenibilidad del modelo. <strong>Analistas han reaccionado con recomendaciones mayoritariamente positivas<\/strong> y objetivos de precio que, seg\u00fan el resumen disponible, oscilan entre <strong>$16,86 y $30,38<\/strong>.<\/p>\n<h2>IA en la nube: contexto e impacto<\/h2>\n<p>El contrato implica varias consecuencias operativas y regulatorias potenciales, basadas exclusivamente en la informaci\u00f3n disponible.<\/p>\n<p>Por un lado, acelera la adopci\u00f3n de proveedores \u201cneocloud\u201d especializados en cargas de IA, que ofrecen alto rendimiento por GPU. Aunque tambi\u00e9n requiere inversi\u00f3n continua; IREN ha emitido notas convertibles por $550 millones y una oferta por $1.000 millones para financiar crecimiento.<\/p>\n<p><strong>El pr\u00f3ximo hito ser\u00e1 verificar el ARR anunciado en el primer trimestre de 2026 y la implementaci\u00f3n del suministro pactado con Microsoft<\/strong>; esos datos marcar\u00e1n si la transici\u00f3n de IREN de la miner\u00eda de Bitcoin a la provisi\u00f3n de capacidad de IA es financieramente sostenible y replicable.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Microsoft suscribi\u00f3 un contrato multianual por $9,7 mil millones para comprar mayor capacidad de nube de IA con IREN, acuerdo anunciado el 3 de noviembre de 2025 que impuls\u00f3 la cotizaci\u00f3n de IREN. El movimiento valida a un proveedor energ\u00e9tico que pivot\u00f3 de la miner\u00eda de Bitcoin hacia servicios especializados de GPU para IA. Tambi\u00e9n [&hellip;]<\/p>\n","protected":false},"author":35,"featured_media":55752,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[80,33],"tags":[1427,124,572,1301,1411,522],"class_list":["post-55753","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-companias","category-editors-picks","tag-amd","tag-bitcoin","tag-gpu","tag-iren","tag-microsoft","tag-nvidia"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Microsoft firma un acuerdo de $9,7 mil millones con IREN The CryptoCurrency Post ESP<\/title>\n<meta name=\"description\" content=\"Microsoft suscribi\u00f3 un contrato multianual por $9,7 mil millones para capacidad de nube de IA con IREN, acuerdo anunciado el 3 de noviembre de 2025 que impuls\u00f3 la cotizaci\u00f3n de IREN\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/thecryptocurrencypost.net\/es\/microsoft-firma-acuerdo-de-97-mil-millones-de-ia-en-la-nube-con-iren\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Microsoft firma un acuerdo de $9,7 mil millones con IREN The CryptoCurrency Post ESP\" \/>\n<meta property=\"og:description\" content=\"Microsoft suscribi\u00f3 un contrato multianual por $9,7 mil millones para capacidad de nube de IA con IREN, acuerdo anunciado el 3 de noviembre de 2025 que impuls\u00f3 la cotizaci\u00f3n de IREN\" \/>\n<meta property=\"og:url\" content=\"https:\/\/thecryptocurrencypost.net\/es\/microsoft-firma-acuerdo-de-97-mil-millones-de-ia-en-la-nube-con-iren\/\" \/>\n<meta property=\"og:site_name\" content=\"The CryptoCurrency Post ESP\" \/>\n<meta property=\"article:published_time\" content=\"2025-11-03T12:43:49+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-05-30T07:48:17+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/thecryptocurrencypost.net\/es\/wp-content\/uploads\/sites\/2\/2025\/11\/microsoft-iren-ai-cloud-gpu-23000.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1280\" \/>\n\t<meta property=\"og:image:height\" content=\"720\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Logan Pierce\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"Logan Pierce\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tiempo de lectura\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutos\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Microsoft firma un acuerdo de $9,7 mil millones con IREN The CryptoCurrency Post ESP","description":"Microsoft suscribi\u00f3 un contrato multianual por $9,7 mil millones para capacidad de nube de IA con IREN, acuerdo anunciado el 3 de noviembre de 2025 que impuls\u00f3 la cotizaci\u00f3n de IREN","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/thecryptocurrencypost.net\/es\/microsoft-firma-acuerdo-de-97-mil-millones-de-ia-en-la-nube-con-iren\/","og_locale":"es_ES","og_type":"article","og_title":"Microsoft firma un acuerdo de $9,7 mil millones con IREN The CryptoCurrency Post ESP","og_description":"Microsoft suscribi\u00f3 un contrato multianual por $9,7 mil millones para capacidad de nube de IA con IREN, acuerdo anunciado el 3 de noviembre de 2025 que impuls\u00f3 la cotizaci\u00f3n de IREN","og_url":"https:\/\/thecryptocurrencypost.net\/es\/microsoft-firma-acuerdo-de-97-mil-millones-de-ia-en-la-nube-con-iren\/","og_site_name":"The CryptoCurrency Post ESP","article_published_time":"2025-11-03T12:43:49+00:00","article_modified_time":"2026-05-30T07:48:17+00:00","og_image":[{"width":1280,"height":720,"url":"https:\/\/thecryptocurrencypost.net\/es\/wp-content\/uploads\/sites\/2\/2025\/11\/microsoft-iren-ai-cloud-gpu-23000.jpg","type":"image\/jpeg"}],"author":"Logan Pierce","twitter_card":"summary_large_image","twitter_misc":{"Escrito por":"Logan Pierce","Tiempo de lectura":"2 minutos"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/thecryptocurrencypost.net\/es\/microsoft-firma-acuerdo-de-97-mil-millones-de-ia-en-la-nube-con-iren\/#article","isPartOf":{"@id":"https:\/\/thecryptocurrencypost.net\/es\/microsoft-firma-acuerdo-de-97-mil-millones-de-ia-en-la-nube-con-iren\/"},"author":{"name":"Logan Pierce","@id":"https:\/\/thecryptocurrencypost.net\/es\/#\/schema\/person\/8ea721bf16fb5237979cfae697156c7e"},"headline":"Microsoft firma un acuerdo de $9,7 mil millones con IREN","datePublished":"2025-11-03T12:43:49+00:00","dateModified":"2026-05-30T07:48:17+00:00","mainEntityOfPage":{"@id":"https:\/\/thecryptocurrencypost.net\/es\/microsoft-firma-acuerdo-de-97-mil-millones-de-ia-en-la-nube-con-iren\/"},"wordCount":379,"publisher":{"@id":"https:\/\/thecryptocurrencypost.net\/es\/#organization"},"image":{"@id":"https:\/\/thecryptocurrencypost.net\/es\/microsoft-firma-acuerdo-de-97-mil-millones-de-ia-en-la-nube-con-iren\/#primaryimage"},"thumbnailUrl":"https:\/\/thecryptocurrencypost.net\/es\/wp-content\/uploads\/sites\/2\/2025\/11\/microsoft-iren-ai-cloud-gpu-23000.jpg","keywords":["amd","Bitcoin","GPU","iren","microsoft","Nvidia"],"articleSection":["Compa\u00f1\u00edas","Editor's Picks"],"inLanguage":"es"},{"@type":"WebPage","@id":"https:\/\/thecryptocurrencypost.net\/es\/microsoft-firma-acuerdo-de-97-mil-millones-de-ia-en-la-nube-con-iren\/","url":"https:\/\/thecryptocurrencypost.net\/es\/microsoft-firma-acuerdo-de-97-mil-millones-de-ia-en-la-nube-con-iren\/","name":"Microsoft firma un acuerdo de $9,7 mil millones con IREN The CryptoCurrency Post ESP","isPartOf":{"@id":"https:\/\/thecryptocurrencypost.net\/es\/#website"},"primaryImageOfPage":{"@id":"https:\/\/thecryptocurrencypost.net\/es\/microsoft-firma-acuerdo-de-97-mil-millones-de-ia-en-la-nube-con-iren\/#primaryimage"},"image":{"@id":"https:\/\/thecryptocurrencypost.net\/es\/microsoft-firma-acuerdo-de-97-mil-millones-de-ia-en-la-nube-con-iren\/#primaryimage"},"thumbnailUrl":"https:\/\/thecryptocurrencypost.net\/es\/wp-content\/uploads\/sites\/2\/2025\/11\/microsoft-iren-ai-cloud-gpu-23000.jpg","datePublished":"2025-11-03T12:43:49+00:00","dateModified":"2026-05-30T07:48:17+00:00","description":"Microsoft suscribi\u00f3 un contrato multianual por $9,7 mil millones para capacidad de nube de IA con IREN, acuerdo anunciado el 3 de noviembre de 2025 que impuls\u00f3 la cotizaci\u00f3n de IREN","breadcrumb":{"@id":"https:\/\/thecryptocurrencypost.net\/es\/microsoft-firma-acuerdo-de-97-mil-millones-de-ia-en-la-nube-con-iren\/#breadcrumb"},"inLanguage":"es","potentialAction":[{"@type":"ReadAction","target":["https:\/\/thecryptocurrencypost.net\/es\/microsoft-firma-acuerdo-de-97-mil-millones-de-ia-en-la-nube-con-iren\/"]}]},{"@type":"ImageObject","inLanguage":"es","@id":"https:\/\/thecryptocurrencypost.net\/es\/microsoft-firma-acuerdo-de-97-mil-millones-de-ia-en-la-nube-con-iren\/#primaryimage","url":"https:\/\/thecryptocurrencypost.net\/es\/wp-content\/uploads\/sites\/2\/2025\/11\/microsoft-iren-ai-cloud-gpu-23000.jpg","contentUrl":"https:\/\/thecryptocurrencypost.net\/es\/wp-content\/uploads\/sites\/2\/2025\/11\/microsoft-iren-ai-cloud-gpu-23000.jpg","width":1280,"height":720,"caption":"Miner\u00eda de Bitcoin alimenta un data center de IA con 23k GPUs y energ\u00eda renovable; branding Microsoft e IREN."},{"@type":"BreadcrumbList","@id":"https:\/\/thecryptocurrencypost.net\/es\/microsoft-firma-acuerdo-de-97-mil-millones-de-ia-en-la-nube-con-iren\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Noticias Criptomonedas","item":"https:\/\/thecryptocurrencypost.net\/es\/"},{"@type":"ListItem","position":2,"name":"Microsoft firma un acuerdo de $9,7 mil millones con IREN"}]},{"@type":"WebSite","@id":"https:\/\/thecryptocurrencypost.net\/es\/#website","url":"https:\/\/thecryptocurrencypost.net\/es\/","name":"The CryptoCurrency Post ESP","description":"Crypto News","publisher":{"@id":"https:\/\/thecryptocurrencypost.net\/es\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/thecryptocurrencypost.net\/es\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"es"},{"@type":"Organization","@id":"https:\/\/thecryptocurrencypost.net\/es\/#organization","name":"The CryptoCurrency Post ESP","url":"https:\/\/thecryptocurrencypost.net\/es\/","logo":{"@type":"ImageObject","inLanguage":"es","@id":"https:\/\/thecryptocurrencypost.net\/es\/#\/schema\/logo\/image\/","url":"https:\/\/thecryptocurrencypost.net\/es\/wp-content\/uploads\/sites\/2\/2026\/05\/TCP-favicon-dev.png","contentUrl":"https:\/\/thecryptocurrencypost.net\/es\/wp-content\/uploads\/sites\/2\/2026\/05\/TCP-favicon-dev.png","width":280,"height":280,"caption":"The CryptoCurrency Post ESP"},"image":{"@id":"https:\/\/thecryptocurrencypost.net\/es\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/thecryptocurrencypost.net\/es\/#\/schema\/person\/8ea721bf16fb5237979cfae697156c7e","name":"Logan Pierce","image":{"@type":"ImageObject","inLanguage":"es","@id":"https:\/\/secure.gravatar.com\/avatar\/5ab2e9d00b2f2bfbb16839de2266dc9a7a9e7a11b55eaae309d55cc61d25b4b2?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/5ab2e9d00b2f2bfbb16839de2266dc9a7a9e7a11b55eaae309d55cc61d25b4b2?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/5ab2e9d00b2f2bfbb16839de2266dc9a7a9e7a11b55eaae309d55cc61d25b4b2?s=96&d=mm&r=g","caption":"Logan Pierce"},"description":"Logan focuses on global cryptocurrency regulation, compliance, and policy developments. His reporting examines how legislative decisions influence market structure, institutional adoption, and the rights of industry participants. When relevant, he also analyzes how regulatory frameworks specifically affect Layer 1 networks and digital asset volatility.","url":"https:\/\/thecryptocurrencypost.net\/es\/author\/logan\/"}]}},"_links":{"self":[{"href":"https:\/\/thecryptocurrencypost.net\/es\/wp-json\/wp\/v2\/posts\/55753","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thecryptocurrencypost.net\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thecryptocurrencypost.net\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thecryptocurrencypost.net\/es\/wp-json\/wp\/v2\/users\/35"}],"replies":[{"embeddable":true,"href":"https:\/\/thecryptocurrencypost.net\/es\/wp-json\/wp\/v2\/comments?post=55753"}],"version-history":[{"count":1,"href":"https:\/\/thecryptocurrencypost.net\/es\/wp-json\/wp\/v2\/posts\/55753\/revisions"}],"predecessor-version":[{"id":67263,"href":"https:\/\/thecryptocurrencypost.net\/es\/wp-json\/wp\/v2\/posts\/55753\/revisions\/67263"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thecryptocurrencypost.net\/es\/wp-json\/wp\/v2\/media\/55752"}],"wp:attachment":[{"href":"https:\/\/thecryptocurrencypost.net\/es\/wp-json\/wp\/v2\/media?parent=55753"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thecryptocurrencypost.net\/es\/wp-json\/wp\/v2\/categories?post=55753"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thecryptocurrencypost.net\/es\/wp-json\/wp\/v2\/tags?post=55753"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}