Bitfarms 的大膽舉措：從比特幣挖礦到 HPC 轉換和 AI 統治

Bitfarms 正在從比特幣挖礦轉向高性能計算 (HPC) 和人工智能，這標誌著戰略的重大轉變。以下是這一改變遊戲規則的舉措的內幕。

Bitfarms is shaking things up! They're dialing back on Bitcoin mining and cranking up the high-performance computing (HPC) and AI infrastructure. Buckle up, because this is a big deal.

Bitfarms 正在顛覆一切！他們正在減少比特幣挖礦，並啟動高性能計算（HPC）和人工智能基礎設施。係好安全帶，因為這是一件大事。

The Big Shift: Why HPC Conversion?

重大轉變：為什麼要進行 HPC 轉換？

Bitfarms isn't just waking up one morning and deciding to ditch Bitcoin. There's a strategic reason behind it. They're planning to wind down their Bitcoin mining biz by 2026-2027, diving headfirst into HPC and AI. The Washington State site is ground zero for this transformation, morphing into a liquid-cooled GPU haven for Nvidia's next-gen GB300s. According to Bitfarms CEO Ben Gagnon, this conversion could potentially generate more net operating income than they ever did with Bitcoin mining.

Bitfarms 並不是一天早上醒來就決定放棄比特幣。這背後有一個戰略原因。他們計劃在 2026 年至 2027 年間結束比特幣挖礦業務，並全力投入 HPC 和人工智能領域。華盛頓州站點是此次轉型的歸零地，已成為 Nvidia 下一代 GB300 的液冷 GPU 天堂。 Bitfarms 首席執行官 Ben Gagnon 表示，這種轉換可能會產生比比特幣挖礦更多的淨營業收入。

The Washington Site: A Cash-Flow Powerhouse?

華盛頓基地：現金流強國？

This Washington site isn't just a random location. It's poised to become a cash-flow anchor, covering operating expenses, G&A, and debt service as mining revenue dips. Think of it as a financial safety net. Bitfarms snagged a cool $128 million deal with a U.S. infrastructure provider to supply all the necessary IT equipment and building materials. They're aiming for a power-usage effectiveness between 1.2 and 1.3, accommodating racks drawing up to 190 kW each. Ambitious? Absolutely. Feasible? They seem to think so, targeting completion by December 2026.

這個華盛頓站點不僅僅是一個隨機位置。隨著採礦收入下降，它有望成為現金流支柱，涵蓋運營費用、一般管理費用和償債費用。將其視為金融安全網。 Bitfarms 與一家美國基礎設施提供商達成了一項價值 1.28 億美元的合同，以提供所有必要的 IT 設備和建築材料。他們的目標是電力使用效率在 1.2 到 1.3 之間，每個機架的功率高達 190 kW。雄心勃勃？絕對地。可行的？他們似乎是這麼認為的，目標是在 2026 年 12 月之前完成。

Broader Plans: Quebec and Pennsylvania on the Horizon

更廣泛的計劃：魁北克和賓夕法尼亞即將到來

The Washington conversion is just the tip of the iceberg. Bitfarms has bigger plans, with additional HPC conversion and development projects slated for Quebec and Pennsylvania in 2027. They're not messing around; they're going all in on HPC and AI.

華盛頓的轉變只是冰山一角。 Bitfarms 有更大的計劃，計劃於 2027 年在魁北克省和賓夕法尼亞州開展更多 HPC 轉換和開發項目。他們將全力投入 HPC 和 AI。

Why Now? Hashprice Realities

為什麼是現在？算力現實

So, why the sudden change of heart? Tightening Bitcoin hashprice. Bitfarms mined 535 BTC in the third quarter, which sounds impressive, but the direct cost was $48,200 per Bitcoin and a total cash cost of $82,400. Ouch. These levels compress margins, making HPC and AI a much more attractive alternative. They're not alone; other miners like Terawulf, Cipher Mining, and IREN are also jumping on the HPC bandwagon.

那麼，為什麼突然改變主意呢？收緊比特幣哈希價格。 Bitfarms 在第三季度開采了 535 BTC，這聽起來令人印象深刻，但每個比特幣的直接成本為 48,200 美元，總現金成本為 82,400 美元。哎喲。這些水平壓縮了利潤，使 HPC 和 AI 成為更具吸引力的替代方案。他們並不孤單；他們並不孤單。 Terawulf、Cipher Mining 和 IREN 等其他礦工也紛紛加入 HPC 潮流。

Institutional Confidence: Jane Street and Google Step In

機構信心：Jane Street 和 Google 介入

It's not just Bitfarms seeing the light. Big players like Jane Street Group and Google are also getting in on the action. Jane Street disclosed new holdings in multiple miners, including Bitfarms, Cipher Mining, and Hut 8. Google recently acquired a 5.4% stake in Cipher Mining. When institutions start showing interest, you know something's up.

不僅僅是 Bitfarms 看到了曙光。 Jane Street Group 和谷歌等大公司也加入了這一行動。 Jane Street 披露了對多家礦商的新持股，包括 Bitfarms、Cipher Mining 和 Hut 8。谷歌最近收購了 Cipher Mining 5.4% 的股份。當機構開始表現出興趣時，您就知道出事了。

Mining Stocks Outperforming Bitcoin: A New Trend?

礦業股跑贏比特幣：新趨勢？

Here's a fun fact: Bitcoin mining stocks have been outperforming Bitcoin itself. Over the past year, Bitfarms has risen 131%, Hut 8 has soared 211%, while Bitcoin is up 73%. Investors are viewing mining firms as leveraged plays on the broader crypto market. It's like investing in the picks and shovels during a gold rush.

這是一個有趣的事實：比特幣礦業股票的表現一直優於比特幣本身。過去一年，Bitfarms 上漲了 131%，Hut 8 飆升了 211%，而比特幣則上漲了 73%。投資者將礦業公司視為更廣泛的加密貨幣市場的槓桿遊戲。這就像淘金熱期間投資鎬和鏟子一樣。

AI Cloud Mining: The Future of Crypto Wealth?

人工智能雲挖礦：加密財富的未來？

AI cloud mining is quietly reshaping the crypto landscape. Platforms like Magicrypto are using AI algorithms to distribute mining power between Bitcoin and Dogecoin, maximizing efficiency and returns. It's automated, regulated, and sustainable. Who wouldn't want a piece of that?

人工智能雲挖礦正在悄然重塑加密貨幣格局。 Magicrypto 等平台正在使用人工智能算法在比特幣和狗狗幣之間分配挖礦能力，從而最大限度地提高效率和回報。它是自動化的、受監管的、可持續的。誰不想從中分一杯羹呢？

Final Thoughts: The AI Revolution in Mining

最後的想法：採礦業的人工智能革命

Bitfarms' move is a sign of the times. The future of crypto isn't just about mining; it's about smart mining, HPC, and AI. It's about adapting to changing market conditions and finding new ways to innovate. So, keep an eye on Bitfarms. They might just be onto something big.

Bitfarms 的舉動是時代的標誌。加密貨幣的未來不僅僅在於挖礦，還在於挖礦。它涉及智能採礦、高性能計算和人工智能。這是為了適應不斷變化的市場條件並尋找新的創新方法。因此，請密切關注 Bitfarms。他們可能只是想做一些大事。

Who knows, maybe one day your toaster will be mining Bitcoin while simultaneously rendering 3D graphics. The future is weird, but it's also pretty darn cool.

誰知道呢，也許有一天你的烤麵包機會在渲染 3D 圖形的同時挖掘比特幣。未來很奇怪，但也非常酷。