比特幣礦工可以解決隨著人工智能數據中心需求激增的解決功率短缺

隨著數據中心需求在AI的背面激增，權力需求也是如此。這可能會造成短缺 - 比特幣礦工可以解決問題。

As data center demand surges on the back of AI, so do power demands. And that could create shortages — an issue bitcoin miners could address, according to JMP Securities. It’s clear the new wave of AI chips, such as Nvidia’s latest generation, are incredibly power-hungry compared with legacy models used in server deployments today.

隨著數據中心需求在AI的背面激增，權力需求也是如此。這可能會造成短缺 - 根據JMP證券的說法，比特幣礦工可以解決問題。顯然，與當今服務器部署中使用的舊模型相比，NVIDIA的最新一代新潮（例如NVIDIA的最新一代）具有令人難以置信的渴望。

Critical power shortage on horizon – blockchain-focused companies are uniquely positioned. With the latest Nvidia Blackwell chip being configured at 60-120kW per rack, compared to the H100-200 at 25-45kW, and legacy chipsets at 8kW per rack, and with the anticipated launch of the Rubin chip in 2026, we anticipate power shortages that could easily exceed 40GW, wrote JMP Securities analyst Greg Miller in a recent report.

地平線上的關鍵功率短缺 - 以區塊鍊為重點的公司是獨特的位置。最新的NVIDIA Blackwell芯片的配置為每架60-120kW，而H100-200在25-45kW中進行了配置，而Legacy Chipsets則以每個機架為8kW，並且預計2026年將在2026年推出Rubin Chip，我們預計JMP Secureities Analialst Greg Greg Miller in Report the Power短缺可以輕鬆超過40G。

The analyst explained that considering the already low-cost/high-density power stacks used by bitcoin miners to run data centers efficiently, rendering them uniquely situated to provide additional space and power for data centers. Among his top picks in the blockchain space, Miller highlighted Hut 8 Mining (NASDAQ:HUT) and Core Scientific (NYSE:CORZ) as companies that could benefit from the exponential growth of data centers.

分析師解釋說，考慮到比特幣礦工使用的已經低成本/高密度的功率堆棧有效地運行數據中心，從而使它們獨特地定位以為數據中心提供額外的空間和功率。在他在區塊鏈領域的首選中，米勒強調了Hut 8採礦（NASDAQ：HUT）和Core Scientific（NYSE：CORZ）是可以從數據中心的指數增長中受益的公司。

The analyst stated that Hut 8 has the hyper-power computing capacity to develop a multibillion-dollar recurring revenue stream in the data center space, which could come in handy as there's potential for data center power demand to more than double the market value of the bitcoin mining industry.

這位分析師指出，HUT 8具有超功率計算能力，可以在數據中心領域開發數十億美元的重複收入來源，這可能會派上用場，因為數據中心功率的需求可能會使比特幣礦業行業的市場價值兩倍多。

“We think more than 5GW of incremental capacity could be provided, creating $20+ billion of potential incremental equity value (net of investment), compared with the current aggregate market capitalization of ~$ 9.0 billion,” added Miller.

米勒補充說：“我們認為可以提供超過5GW的增量能力，與當前的總市值約為90億美元，創造了20億美元的潛在增量股權價值（投資淨值）。”

The analyst concluded that considering the urgent need for additional data center capacity and bitcoin miners' unique positioning to provide it, he believes this topic will heat up rapidly in 2024.

分析師得出的結論是，考慮到迫切需要額外的數據中心容量和比特幣礦工提供的定位來提供它，他認為該主題將在2024年迅速升溫。

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