銀河投資股票大漲：從比特幣挖礦到人工智能淘金熱

由於戰略轉向人工智能數據中心，Galaxy Digital 的股價正在上漲。 4.6 億美元的新投資預示著光明的未來。

Galaxy Digital's shares are having a moment, and it's all thanks to a smart move away from Bitcoin mining and straight into the heart of the AI boom. Let's dive into what's fueling this surge.

Galaxy Digital 的股價正在經歷一段時期，這一切都要歸功於其明智地從比特幣挖礦業務轉向人工智能熱潮的核心業務。讓我們深入探討一下是什麼推動了這一激增。

Massive Investment Fuels AI Data Center Expansion

大規模投資推動人工智能數據中心擴張

Galaxy Digital recently snagged a cool $460 million private investment from a major asset manager. This cash injection isn't just pocket change; it's earmarked for expanding their data center business and general corporate growth. A significant chunk of this investment involves new Class A shares and shares sold by executives, including CEO Mike Novogratz. It's a clear sign that big players are betting on Galaxy's future.

Galaxy Digital 最近從一家大型資產管理公司獲得了 4.6 億美元的私人投資。這筆現金注入不僅僅是零花錢；它專門用於擴展數據中心業務和整體企業增長。這項投資的很大一部分涉及新的 A 類股票以及包括首席執行官邁克·諾沃格拉茨 (Mike Novogratz) 在內的高管出售的股票。這是一個明顯的跡象，表明大公司正在押注銀河的未來。

Novogratz himself emphasized the importance of strengthening their balance sheet to efficiently scale Galaxy's data center business. He also noted that having a large institutional investor onboard validates their strategic vision and ability to build leading businesses in digital assets and data centers.

諾沃格拉茨本人強調了加強資產負債表以有效擴展銀河數據中心業務的重要性。他還指出，擁有大型機構投資者驗證了他們在數字資產和數據中心領域建立領先業務的戰略願景和能力。

From Mining to AI: A Smart Pivot

從採礦到人工智能：智能支點

Remember when Galaxy Digital was all about Bitcoin mining? They bought Helios from Argos back in 2022, intending to use it as a mining operation. But as Bitcoin mining became tougher, Galaxy, like many others, saw the writing on the wall and shifted gears. They're now transforming Helios into a data center for AI and HPC (High-Performance Computing).

還記得 Galaxy Digital 專注於比特幣挖礦的時候嗎？他們於 2022 年從 Argos 手中購買了 Helios，打算將其用作採礦作業。但隨著比特幣開採變得越來越困難，Galaxy 和許多其他公司一樣，看到了不祥之兆並改變了方向。他們現在正在將 Helios 轉變為人工智能和 HPC（高性能計算）的數據中心。

This pivot has been a game-changer. Galaxy has been pouring resources into Helios, aiming to deliver 133 megawatts of critical IT load by the first half of 2026. They also secured $1.4 billion in funding this summer to further expand Helios. This includes a lease agreement with AI cloud provider CoreWeave, which has committed to all 800 megawatts of approved power capacity at Helios.

這一轉變改變了遊戲規則。 Galaxy 一直在向 Helios 投入資源，目標是到 2026 年上半年提供 133 兆瓦的關鍵 IT 負載。他們還在今年夏天獲得了 14 億美元的資金，以進一步擴展 Helios。其中包括與人工智能雲提供商 CoreWeave 簽訂的租賃協議，該公司已承諾使用 Helios 的全部 800 兆瓦批准電力容量。

Why Investors Are Loving It

為什麼投資者喜歡它

The market is responding positively to Galaxy's AI push. Investors and analysts see this move as a value-add to the stock. The research firm says that Galaxy Digital's AI Data Centers not Bitcoin Mining is a bull case. Shares jumped 3% in post-market trading following the announcement of the new deal. It's not just about following a trend; it's about capitalizing on a massive opportunity.

市場對 Galaxy 的人工智能推動做出了積極反應。投資者和分析師認為此舉為該股帶來了增值。該研究公司表示，Galaxy Digital 的人工智能數據中心（而不是比特幣挖礦）才是牛市。新交易宣布後，股價在盤後交易中上漲 3%。這不僅僅是追隨潮流；這是關於利用巨大的機會。

Altcoins in the Mix

山寨幣的混合

While the AI data center pivot is driving a lot of the excitement, it's worth noting that the broader crypto market is also showing signs of life. With the Galaxy Digital CEO’s call for Bitcoin at $200,000 reinvigorating bullish sentiment across the market, history shows that altcoins can deliver the real fireworks. Little Pepe (LILPEPE), SUI, SEI, and Ripple (XRP) are four tokens that investors are closely watching.

雖然人工智能數據中心的樞紐帶來了很多興奮，但值得注意的是，更廣泛的加密市場也顯示出了生命的跡象。 Galaxy Digital 首席執行官呼籲比特幣價格達到 20 萬美元，重振了整個市場的看漲情緒，歷史表明，山寨幣可以帶來真正的煙火。 Little Pepe (LILPEPE)、SUI、SEI 和 Ripple (XRP) 是投資者密切關注的四種代幣。

The Takeaway

外賣

Galaxy Digital's story is a classic example of adapting to survive and thrive. They saw the shifting landscape, made a bold move into AI, and are now reaping the rewards. So, keep an eye on Galaxy – they're not just riding the wave; they're building the surfboard. Who knows? Maybe they'll start selling AI-powered surfboards next!

Galaxy Digital 的故事是適應生存和發展的經典例子。他們看到了不斷變化的格局，大膽進軍人工智能領域，現在正在收穫回報。因此，請密切關注 Galaxy——他們不僅在乘勢而上，而且還在順勢而為。他們正在建造衝浪板。誰知道？也許他們接下來會開始銷售人工智能驅動的衝浪板！