比特幣挖礦衰退期間核心科學轉向人工智慧運算

北美領先的公開交易比特幣礦商 Core Scientific 公佈 2024 年第一季淨收入高達 2.1 億美元。人工智慧等高運算應用的基礎設施。

Core Scientific Embraces AI Computing Paradigm Amidst Declining Bitcoin Mining Revenues

在比特幣挖礦收入下降的情況下，Core Scientific 擁抱人工智慧運算範式

On May 8, 2024, Core Scientific, a prominent publicly traded Bitcoin miner in North America, reported a robust financial performance in the first quarter of 2024. The company's net income surged to $210 million, a stark contrast to the $0.4 million net loss recorded in the corresponding period last year. This substantial growth was primarily driven by an impressive $179.3 million in revenue, with $150 million stemming from crypto mining activities and $29.3 million from hosting services.

2024 年5 月8 日，北美著名的上市比特幣礦商Core Scientific 公佈了2024 年第一季強勁的財務業績。對比。這一大幅成長主要是由令人印象深刻的 1.793 億美元收入推動的，其中 1.5 億美元來自加密貨幣挖礦活動，2,930 萬美元來自託管服務。

Core Scientific's financial health also witnessed a significant boost, with its cash and cash equivalents on hand reaching $98.1 million at the end of Q1 2024. This represents a remarkable 96.6% increase from the $50.4 million recorded in Q4 2023.

Core Scientific 的財務狀況也得到了顯著提升，截至 2024 年第一季末，其手頭現金和現金等價物達到 9,810 萬美元。

Furthermore, Core Scientific emerged as the leading Bitcoin mining company in North America, producing 2,285 Bitcoins through its mining operations during Q1 2024. This achievement underscores the company's dominance in the industry, surpassing the production of all other publicly traded Bitcoin mining entities in the region. At the current market price of Bitcoin, the value of these mined Bitcoins stands at approximately $172.5 million.

此外，Core Scientific 成為北美領先的比特幣挖礦公司，在2024 年第一季透過其挖礦業務生產了2,285 個比特幣。所有其他公開交易的比特幣挖礦實體的產量。以目前比特幣的市場價格，這些開採的比特幣的價值約為 1.725 億美元。

The company's operations are anchored by a robust hashing power of 25.5 exahashes per second (EH/s). This impressive capacity comprises 19.3 EH/s dedicated to self-mining for internal Bitcoin production and 6.2 EH/s allocated to hosting, meeting the mining needs of its clients.

該公司的營運以每秒 25.5 exahashes (EH/s) 的強大哈希能力為基礎。這一令人印象深刻的容量包括 19.3 EH/s 專用於內部比特幣生產的自挖礦和 6.2 EH/s 分配給託管，以滿足客戶的挖礦需求。

Core Scientific's infrastructure and capabilities are further enhanced by its ownership and management of approximately 745 megawatts of infrastructure, solidifying its position as the largest publicly traded Bitcoin miner in North America. CEO Adam Sullivan revealed that the company has entered into discussions with potential clients regarding the conversion of more than 500 megawatts of its infrastructure into high-performance computing capabilities.

Core Scientific 擁有和管理約 745 兆瓦的基礎設施，進一步增強了其基礎設施和能力，鞏固了其作為北美最大的公開交易比特幣礦商的地位。執行長 Adam Sullivan 透露，該公司已與潛在客戶就將其超過 500 兆瓦的基礎設施轉換為高效能運算能力進行討論。

This strategic move underscores Core Scientific's intention to expand its operations beyond Bitcoin mining and embrace the burgeoning AI market. By leveraging its existing infrastructure, the company aims to cater to the high computational demands of AI applications and capitalize on the burgeoning AI industry.

這項策略舉措凸顯了 Core Scientific 將業務擴展到比特幣挖礦之外並擁抱新興人工智慧市場的意圖。透過利用現有基礎設施，該公司旨在滿足人工智慧應用的高運算需求，並利用蓬勃發展的人工智慧產業。

Sullivan emphasized the potential for Core Scientific to operate simultaneously in two highly promising markets: computing and Bitcoin mining. The company's unique position enables it to exploit the synergies between these sectors, maximizing its revenue generation capabilities.

沙利文強調了 Core Scientific 在兩個極具前景的市場同時運作的潛力：計算和比特幣挖礦。該公司的獨特地位使其能夠利用這些部門之間的協同效應，最大限度地提高其創收能力。

The company's decision to repurpose its Bitcoin mining infrastructure for high-computing applications, including AI operations, is a testament to the shifting landscape of the cryptocurrency industry. The recent Bitcoin halving, which reduced the block reward from 6.25 BTC to 3.125 BTC, has significantly impacted the profitability of Bitcoin mining. This decline has prompted Core Scientific and other mining companies to explore alternative revenue streams.

該公司決定將其比特幣挖礦基礎設施重新用於包括人工智慧操作在內的高計算應用程序，證明了加密貨幣行業格局的變化。最近的比特幣減半，將區塊獎勵從 6.25 BTC 減少到 3.125 BTC，極大地影響了比特幣挖礦的獲利能力。這種下降促使 Core Scientific 和其他礦業公司探索替代收入來源。

Core Scientific has already initiated this transition, deploying a 16-megawatt data center capacity for an AI startup. The company is actively engaging with several AI startups, exploring opportunities to provide computing services that meet their high-performance requirements.

Core Scientific 已經啟動了這項轉型，為一家人工智慧新創公司部署了 16 兆瓦的資料中心容量。該公司正積極與多家人工智慧新創公司合作，探索提供滿足其高效能要求的運算服務的機會。

Meanwhile, other Bitcoin miners are pursuing different strategies to mitigate the impact of the Bitcoin halving. For instance, Marathon Digital has announced plans to double its Bitcoin mining capacity by adjusting its hash rate goal for 2024 from 35-37 EH/s to 50 EH/s.

同時，其他比特幣礦工正在採取不同的策略來減輕比特幣減半的影響。例如，Marathon Digital 宣布計劃透過將 2024 年哈希率目標從 35-37 EH/s 調整至 50 EH/s，將比特幣挖礦能力提高一倍。

In conclusion, Core Scientific's financial performance in Q1 2024 demonstrates the company's resilience and adaptability in the face of changing market dynamics. By embracing AI computing and repurposing its Bitcoin mining infrastructure, the company is positioning itself to capitalize on emerging opportunities and maintain its competitive edge in the evolving technology landscape.

總之，Core Scientific 2024 年第一季的財務表現證明了該公司面對不斷變化的市場動態的彈性和適應性。透過採用人工智慧運算並重新利用其比特幣挖礦基礎設施，該公司將自己定位為利用新興機會並在不斷發展的技術領域保持競爭優勢。