AI的樞軸可以節省掙扎的BTC礦工嗎？

在某些情況下，他們的交易略高於其預售價格，而在2024年第四季度的收入報告並不樂觀。

A quick look at the stock prices and Q4 earnings reports of some of the biggest BTC miners paints a scary picture. In some cases, they’re trading just above their pre-halving prices, and their earnings reports in Q4 of 2024 don’t offer much to be optimistic about.

快速查看一些最大的BTC礦工的股票價格和第四季度的收益報告，描繪了令人恐懼的情況。在某些情況下，他們的交易略高於其預售價格，而在2024年第四季度的收入報告並不樂觀。

Take Core Scientific (NASDAQ:CORZ) for example. Its stock price boomed post-halving, shooting from just under $3 to over $18 at its peak in November. However, it posted a Q4 loss of $265 million, and market uncertainty has caused its stock price to pull back to under $10 at press time.

以核心科學（NASDAQ：CORZ）為例。其股價爆發後，售後後，在11月的高峰期從不到3美元到18美元以上。但是，它的第四季度虧損2.65億美元，市場不確定性導致其股價降至10美元以下。

While Core Scientific emphasized that its loss is not due to cash outflows and is partly due to its dramatic stock price increase, the picture for miners across the board is less than rosy. Many have struggled to survive since the block reward halving in April 2024, and with record-low transactions on BTC and the failure of the anticipated bull market to materialize, many are scrambling for a new narrative to sell the markets.

雖然核心科學強調，其損失不是由於現金流出而造成的，部分是由於其巨大的股票價格上漲，但整個礦工的圖片都不是玫瑰色的。自2024年4月的獎勵獎勵減半以來，許多人一直在努力生存，並且由於BTC的創紀錄交易以及預期的牛市未能實現的失敗，許多人正在爭取新的敘述來出售市場。

In Core Scientific’s case, that narrative is artificial intelligence (AI). Along with its abysmal Q4 earnings report, the firm announced a new partnership with CoreWeave. It unveiled plans for a $1.2 billion data center with the AI startup, touting the potential for $10 billion in cumulative revenues. It called the expansion of its Denton, Texas center “one of the largest GPU supercomputers in North America.”

在核心科學的情況下，這種敘述是人工智能（AI）。該公司與糟糕的第四季度收益報告一起宣布了與Coreweave建立新的合作夥伴關係。它揭示了AI初創公司的12億美元數據中心的計劃，吹捧了100億美元的累計收入的潛力。它稱其擴展到其丹頓，德克薩斯中心是“北美最大的GPU超級計算機之一”。

Can the pivot to AI save struggling BTC miners?

AI的樞軸可以節省掙扎的BTC礦工嗎？

In short, yes, but it will fundamentally change the nature of their businesses.

簡而言之，是的，但是它將從根本上改變其業務的本質。

We’ve often covered how BTC is based on doomed economics, so there’s no need to rehash that here. What we’re interested in is how miners can use their massive computing power to serve the emerging AI industry and whether Bitcoin can play a role.

我們經常介紹了BTC的基礎注定經濟學的基礎，因此在這裡無需重新進行。我們感興趣的是，礦工如何使用他們的龐大計算能力為新興的AI行業服務，以及比特幣是否可以發揮作用。

Without getting into technical weeds, the big picture is this: AI models like ChatGPT and DALL-E require huge amounts of energy to train and run, and BTC miners who have survived this long have that in spades. Due to the intense competition involved in block-reward mining, firms like Core Scientific have energy-efficient computing power that few others possess, long-term energy contracts at cheap prices, and the ability to switch from ASICs to the graphics processing units (GPUs) AI requires with relative ease.

沒有進入技術雜草，大局的是：諸如chatgpt和dall-e之類的AI模型需要大量的能量來訓練和跑步，而倖存了這麼長時間的BTC礦工就可以在黑桃中使用。由於涉及重大獎勵採礦的激烈競爭，諸如Core Scientific的公司具有很少其他人擁有的節能計算能力，以便宜的價格以廉價價格的長期能源合同以及從ASIC轉換為圖形處理單元（GPU）AI的能力相對容易就需要。

In a sense, they are ideally suited to partner with cloud-based AI startups like CoreWeave, a fortunate happenstance given their struggles with BTC block reward mining. So, yes, struggling BTC miners can pivot to AI. The real question is, if BTC is digital gold and the future of finance, why would they need this alternative source of revenue at all?

從某種意義上說，他們非常適合與CoreWeave這樣的基於雲的AI初創公司合作，因為他們與BTC Block Reward Reward Mining的鬥爭構成了幸運的偶然性。因此，是的，苦苦掙扎的BTC礦工可以轉向AI。真正的問題是，如果BTC是數字黃金和金融的未來，為什麼他們根本需要這種替代的收入來源？

What scalable blockchain technology can offer AI

哪些可擴展區塊鏈技術可以提供AI

Why would timestamped, immutable records on a scalable public ledger be useful to AI firms? As it happens, ledgers like BSV solve several fundamental problems facing us as AI takes over the world.

為什麼在可擴展的公共分類帳上的時間戳，不變的記錄對AI公司有用？碰巧的是，像AI接管世界一樣，像BSV這樣的分類帳解決了我們面臨的幾個基本問​​題。

Data Provenance and Integrity – AI models require vast amounts of data, but provenance is an issue. If the data is junk, the outputs of the trained models will be, too.

數據出處和完整性 - AI模型需要大量數據，但出處是一個問題。如果數據是垃圾，則訓練有素的模型的輸出也將是。

Data sets can be timestamped and hashed on scalable public ledgers, ensuring they haven’t been altered or manipulated and making it much easier to trace problems back to their source.

數據集可以在可擴展的公共分類帳上進行時間戳記和哈希，以確保它們沒有被更改或操縱，並使將問題追溯到其來源變得更加容易。

Verifiable Trust – At the London Blockchain Conference 2024, Dr. Scott Zoldi of FICO highlighted the importance of trust and transparency in AI models dealing with credit scores. That applies equally to any sensitive area like finance, healthcare, and legal decisions, to name a few.

可驗證的信任 - 在2024年倫敦區塊鏈會議上，FICO的Scott Zoldi博士強調了信任和透明度在涉及信用評分的AI模型中的重要性。這同樣適用於金融，醫療保健和法律決定等任何敏感領域，僅舉幾例。

Data related to model training and datasets, versions, parameter updates, and more can be recorded on scalable ledgers like BSV. This enhances explainability and allows regulators and other interested parties to audit models with ease.

與模型培訓和數據集，版本，參數更新等有關的數據可以在BSV等可擴展分類帳上記錄。這可以提高解釋性，並允許監管機構和其他有關方面輕鬆審核模型。

On-Chain Computation – Computation could be split across multiple nodes and divided into smaller tasks processed by different miners. All of this would be incentivized by BSV micro and nano payments, making it potentially cheaper for AI model trainers and profitable for miners.

鏈計算 - 可以在多個節點上分配計算，並分為由不同礦工處理的較小任務。 BSV微型和納米付款將激勵所有這些，這使AI模型培訓師可能會更便宜，並且對礦工來說有利可圖。

New Models – As mentioned in the last point, BSV micropayments can facilitate new ways to do things. Not only can they incentivize distributed computing, but they can also ensure creators get paid for their content if AI models train on them.

新模型 - 如最後幾點所述，BSV微付款可以促進做事的新方法。他們不僅可以激勵分佈式計算，而且還可以確保創建者在AI模型上訓練其內容。

Tiny payments can also incentivize Internet content creators to continue to create in an age where Internet browsers fall away and AI agents fetch answers, pictures, and videos for users. With the ad model dead in the water, something else will be required.

微小的付款還可以激勵互聯網內容創建者繼續在互聯網瀏覽器掉落的時代繼續創建，而AI代理商為用戶獲取答案，圖片和視頻。當廣告模型死在水中時，將需要其他一些東西。

Bitcoin is the biggest distributed supercomputer in history

比特幣是歷史上最大的分佈式超級計算機

So, while Core Scientific claims it is building the largest GPU supercomputers in North America, the BSV blockchain can and will likely become Earth’s largest distributed computer. It can do so much more than the computing side of things, solving several key problems that AI companies, thought

因此，儘管核心科學聲稱它正在北美建造最大的GPU超級計算機，但BSV區塊鏈可以並且可能會成為地球最大的分佈計算機。它可以做的不僅僅是事情的計算方面，還解決了AI公司認為的幾個關鍵問題