比特幣礦工：人工智能革命中的意外贏家？

比特幣礦工正在成為人工智能革命的關鍵參與者，利用他們的能源資源來推動下一階段的數字增長。

Bitcoin Miners: Unexpected Winners in the AI Revolution?

比特幣礦工：人工智能革命中的意外贏家？

Who would've thought? Bitcoin miners, once criticized for hogging all the juice, are now looking like the MVPs of the AI boom. Talk about a plot twist! These folks, who spent years securing digital gold, are now sitting on a goldmine of a different kind: power. And in the world of AI, power is king.

誰會想到呢？曾經因霸占所有資源而受到批評的比特幣礦工現在看起來就像是人工智能熱潮中的 MVP。談論情節轉折！這些人花了數年時間來保護數字黃金，現在卻坐擁另一種金礦：權力。在人工智能的世界裡，權力為王。

From Energy Hogs to Strategic Partners

從能源消耗者到戰略合作夥伴

For ages, Bitcoin miners were the bad guys of the energy world. But now, with AI companies scrambling for every kilowatt they can get, those same miners are looking pretty smart. According to a recent Bernstein Research report, miners' access to pre-secured energy is giving them a massive edge. While AI firms are stuck dealing with gridlock and endless delays, miners are already sitting on a whopping 14 gigawatts of power capacity across the U.S. and beyond. That's like having a VIP pass to the hottest club in town.

多年來，比特幣礦工一直是能源世界的壞人。但現在，隨著人工智能公司爭奪他們能獲得的每一千瓦電力，這些礦工看起來相當聰明。根據伯恩斯坦研究公司最近的一份報告，礦工獲得預先保障的能源給他們帶來了巨大的優勢。當人工智能公司陷入僵局和無休止的延誤時，礦工們已經在美國及其他地區擁有高達 14 吉瓦的電力容量。這就像擁有城裡最熱門俱樂部的 VIP 通行證一樣。

IREN: A Miner's Metamorphosis

IREN：礦工的蛻變

Take IREN, for example. This company used to be all about Bitcoin, but now they're building an AI empire. They've got roughly 3 gigawatts of active and planned power sites in North America and are rolling out over 23,000 NVIDIA GPUs, including the cutting-edge Blackwell chips. Bernstein predicts IREN's data center operations could rake in over $500 million in annualized revenue by early 2026. No wonder their shares have gone through the roof!

以 IREN 為例。這家公司曾經專注於比特幣，但現在他們正在建立一個人工智能帝國。他們在北美擁有大約 3 吉瓦的活躍和規劃發電站，並正在推出超過 23,000 個 NVIDIA GPU，其中包括尖端的 Blackwell 芯片。 Bernstein 預測，到 2026 年初，IREN 的數據中心業務年化收入可能會超過 5 億美元。難怪他們的股價已經飆升！

A Second Life for Bitcoin Infrastructure

比特幣基礎設施的第二次生命

This isn't just an IREN story; it's an industry-wide transformation. Bitcoin miners are reinventing themselves as the backbone of AI computing. They're repurposing existing facilities, cooling systems, and power contracts for machine learning workloads. It's like turning swords into plowshares, but with GPUs and megawatts.

這不僅僅是一個 IREN 的故事；也是一個 IREN 的故事。這是一場全行業的變革。比特幣礦工正在將自己重塑為人工智能計算的支柱。他們正在重新利用現有設施、冷卻系統和電力合同來處理機器學習工作負載。這就像化劍為犁，但需要 GPU 和兆瓦。

The "Energy Bridge" Between Crypto and AI

加密貨幣與人工智能之間的“能量橋樑”

Bernstein's researchers call this the "energy bridge" between crypto and AI. The miners' early land grabs for electricity, once seen as reckless, are now paying off big time. As one analyst put it, "Greenfield data centers take years. Miners can deliver in months." In a world where time is money, that's a game-changer.

伯恩斯坦的研究人員稱之為加密貨幣和人工智能之間的“能量橋樑”。礦工們早期搶奪土地獲取電力一度被認為是魯莽的行為，但現在卻得到了豐厚的回報。正如一位分析師所說，“新建數據中心需要數年時間。礦工可以在幾個月內交付。”在時間就是金錢的世界裡，這將改變遊戲規則。

The Future is Powered by...Bitcoin Miners?

未來由……比特幣礦工推動？

So, what does this all mean? It means the conversation around energy use in technology is changing. The same infrastructure that once fueled the Bitcoin network may soon power the AI revolution. It's a paradigm shift, and the miners who powered crypto's past might just end up powering the future of artificial intelligence.

那麼，這一切意味著什麼呢？這意味著圍繞技術能源使用的討論正在發生變化。曾經推動比特幣網絡發展的基礎設施可能很快就會推動人工智能革命。這是一種範式轉變，為加密貨幣的過去提供動力的礦工最終可能會為人工智能的未來提供動力。

Who knew that the folks who were once seen as energy vampires would become the heroes of the AI age? It just goes to show, in the crazy world of tech, anything is possible. So, next time you hear someone complaining about Bitcoin's energy consumption, remind them that those same electrons might be training the next generation of AI. And that, my friends, is a plot twist worthy of a Hollywood blockbuster.

誰知道那些曾經被視為能量吸血鬼的人們會成為人工智能時代的英雄？它只是表明，在瘋狂的科技世界中，一切皆有可能。因此，下次當你聽到有人抱怨比特幣的能源消耗時，提醒他們這些電子可能正在訓練下一代人工智能。我的朋友們，這是值得好萊塢大片的情節轉折。