Core Scientific Aims For $25-$30 Billion Valuation With AI Data Center Services: Bernstein
Core Scientific Aims For $25-$30 Billion Valuation With AI Data Center Services: Bernstein
Sullivan, who joined Core Scientific (NASDAQ:CORZ) CEO Adam Sullivan has shared plans to significantly expand the company's AI data center services, potentially boosting its valuation to $25-$30 billion.
Core Scientific（纳斯达克股票代码：CORZ）首席执行官亚当·沙利文分享了大幅扩展该公司人工智能数据中心服务的计划，这有可能将其估值提高至250亿至300亿美元。
What Happened: In a discussion with analysts from Bernstein, Sullivan emphasized the exponential growth potential through AI data center contracts, The Block on Tuesday reported.
发生了什么：The Block周二报道，在与伯恩斯坦分析师的讨论中，沙利文强调了人工智能数据中心合同带来的指数级增长潜力。
The company aims to secure deals ranging from 500MW to 1GW over the next few years.
该公司的目标是在未来几年内获得从500兆瓦到1吉瓦不等的交易。
Sullivan, who joined Core Scientific in April 2023, highlighted the firm's successful exit from Chapter 11 bankruptcy in January. The company has since signed a 12-year contract with AI Hyperscaler CoreWeave, worth up to $3.5 billion in revenue.
沙利文于2023年4月加入Core Scientific，他强调了该公司于1月成功退出第11章破产程序。此后，该公司与人工智能超大规模企业CoreWeave签署了为期12年的合同，收入高达35亿美元。
Core Scientific has already inked three contracts with CoreWeave, converting existing Bitcoin mining facilities into GPU-ready data centers. These agreements include 70MW and 112MW deals, adding to an initial 200MW contract.
Core Scientific已经与CoreWeave签署了三份合同，将现有的比特币采矿设施转换为支持GPU的数据中心。这些协议包括70兆瓦和112兆瓦的协议，这是对最初的200兆瓦合同的补充。
Sullivan noted that no other Bitcoin miners are currently competing in the AI services space. He stressed the importance of delivering infrastructure faster than competitors like Digital Reality, Equinix, Switch, and Cyrus One.
沙利文指出，目前没有其他比特币矿工在人工智能服务领域竞争。他强调了比数字现实、Equinix、Switch和Cyrus One等竞争对手更快地交付基础设施的重要性。
Bernstein analyst Gautam Chhugani pointed out the competitive nature of Bitcoin mining. Sullivan responded by focusing on maximizing economic efficiency and maintaining well-performing older machines to generate strong cash flows.
伯恩斯坦分析师高塔姆·舒加尼指出了比特币采矿的竞争性质。沙利文的回应是专注于最大限度地提高经济效率并维护性能良好的旧机器，以产生强劲的现金流。
Bernstein currently rates Core Scientific as "outperform," with a price target of $17, significantly above its $10 market close on Monday.
伯恩斯坦目前将Core Scientific评为 “跑赢大盘”，目标股价为17美元，大大高于周一收盘的10美元。
Also Read: FTX Moves To Settle $600M Robinhood Shares Dispute With $14M Payment Amid Bankruptcy Proceedings
另请阅读：在破产程序中，FTX 开始以1400万美元的付款解决6亿美元的Robinhood股票纠纷
Why It Matters: The strategic pivot by Core Scientific to AI data centers is part of a broader trend among Bitcoin miners.
为何重要：Core Scientific将战略转向人工智能数据中心是比特币矿商更广泛趋势的一部分。
According to a recent report from Bernstein, miners are increasingly adopting a hybrid strategy combining AI data centers with cryptocurrency mining. This "mullet strategy" allows companies to leverage their existing infrastructure and power capacity to meet the growing demand for AI compute power.
根据伯恩斯坦最近的一份报告，矿工越来越多地采用混合策略，将人工智能数据中心与加密货币挖矿相结合。这种 “mullet 战略” 使公司能够利用其现有基础设施和电力容量来满足对人工智能计算能力不断增长的需求。
Moreover, the shift comes at a time when Bitcoin mining revenues have been under pressure.
此外，这种转变是在比特币采矿收入承受压力的时候发生的。
In August, revenues from Bitcoin mining dropped to an 11-month low. Miner earnings fell to just over $827 million, marking a 10% decline from July and a 57% drop since the peak in March.
8月，比特币采矿收入降至11个月低点。矿工收益降至略高于8.27亿美元，比7月份下降了10％，自3月份达到峰值以来下降了57％。
This downturn has forced miners to explore alternative revenue streams, making the AI data center market an attractive option.
这种低迷迫使矿商探索其他收入来源，使人工智能数据中心市场成为一个有吸引力的选择。
- Donald Trump Widens Election Odds Lead In The Rust Belt States Ahead Of Crucial Debate With VP Kamala Harris
- 在与副总统卡马拉·哈里斯进行关键辩论之前，唐纳德·特朗普扩大了铁锈地带各州的选举领先优势
Image: Shutterstock
图片：Shutterstock
