Bitcoin Miners Core Scientific, Iris Energy Merge Mining With AI Data Centers: Bernstein
Bitcoin Miners Core Scientific, Iris Energy Merge Mining With AI Data Centers: Bernstein
Bernstein analysts in a recent note highlighted the hybrid strategy of Bitcoin miners focusing on AI data centers.
伯恩斯坦分析师在最近的一份报告中,强调比特币矿工采用的人工智能数据中心的混合策略。
What Happened: The analysts spotlighted the emerging "mullet strategy" – AI in the front, Bitcoin in the back. It combines cryptocurrency mining with AI data center operations.
事件详情:分析师们聚焦于新兴的“隐形矿工策略” - 前端是人工智能,后端是比特币。它将加密货币挖矿与人工智能数据中心运营相结合。
"We are seeing significant investor interest in miners pursuing AI/HPC," the Bernstein analysts note. This pivot allows miners to tap into growing demand for AI compute power while leveraging their existing infrastructure and power capacity.
“我们看到矿工追求人工智能/高性能计算引起了投资者的重大兴趣,”伯恩斯坦分析师指出。这一转变使矿工能够满足对人工智能计算能力不断增长的需求,同时利用他们现有的基础设施和能源容量。
Miners In Focus
矿工关注点
Core Scientific (NASDAQ:CORZ) exemplifies this approach with its recent $6.7 billion deal to provide AI data centre hosting for CoreWeave.
Core Scientific (纳斯达克:CORZ) 通过最近的67亿美元交易,为CoreWeave提供人工智能数据中心托管,典型地展示了这一策略。
Other major players like Iris Energy (NASDAQ:IREN) and Cipher Mining (NASDAQ:CIPH) are also pursuing AI partnerships and data center buildouts.
像Iris Energy (纳斯达克:IREN) 和Cipher Mining (纳斯达克:CIPH) 这样的其他主要参与者也在寻求人工智能合作伙伴关系,并进行数据中心的建设。
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Also Read: Bitcoin Miners' Profits Dipped In July Compared To June: Jeffries
另请阅读:与六月相比,七月比特币矿工的利润下降了:杰富瑞
Caution Ahead
前方警告
Bernstein analysts caution that Bitcoin mining and AI data centers remain "completely different businesses" despite some operational overlap.
勿论运营部分重叠,Bernstein分析师称,比特币挖掘和人工智能数据中心仍然是“完全不同的业务”。
They suggest two viable paths forward – either doubling down on Bitcoin mining market share or fully committing to the AI data center transition.
他们提出了两条可行的前进道路——要么在比特币挖掘市场份额上进行加倍,要么完全承诺人工智能数据中心的转变。
For pure-play Bitcoin miners, the analysts recommend focusing on growing hash rate faster than the total network and holding mined Bitcoin until prices inflect higher.
对于纯比特币挖掘者,分析师建议专注于比总网络快速增长的哈希速率,并持有挖掘的比特币直到价格上升。
Meanwhile, miners pivoting to AI need both impressive power portfolios and reliable data center capabilities to attract major partners.
同时,转向人工智能的挖掘者需要强大的电力组合和可靠的数据中心能力,以吸引主要合作伙伴。
The 'Natural Advantage'
“自然优势”
The report also notes U.S.-listed miners have a "natural advantage" in accessing capital markets to fund expansion. This positions them well as potential market consolidators as the industry evolves.
该报告还指出,在美国上市的矿工在获得资本市场资金扩张方面具有“天然优势”。这将使他们在行业发展过程中成为潜在的市场巩固者。
Overall, Bernstein analysts see the mining landscape "split right down the middle" between Bitcoin purists and AI-focused operators.
总的来说,Bernstein分析师认为挖掘行业在比特币真粉丝和以人工智能为重点的运营商之间“完全分裂”。
As institutional interest grows, miners must choose their strategy carefully to attract investment and thrive in an increasingly competitive landscape.
随着机构的兴趣增加,矿工们必须谨慎选择策略,吸引投资,并在竞争激烈的行业中茁壮成长。
What's Next: The influence of Bitcoin as an institutional asset class is expected to be thoroughly explored at Benzinga's upcoming Future of Digital Assets event on Nov. 19.
接下来:比特币作为机构资产类别的影响力预计将在Benzinga即将到来的数字资产未来活动中得到彻底探讨。日期是11月19日。
- Bitcoin Miners Expand Capacity As Network Hashrate Hits New Record Despite Recent Price Drop
- 比特币矿工在价格最近下跌的情况下扩大产能,网络算力达到新的记录高点。