比特币矿工可以解决随着人工智能数据中心需求激增的解决功率短缺

随着数据中心需求在AI的背面激增，权力需求也是如此。这可能会造成短缺 - 比特币矿工可以解决问题。

As data center demand surges on the back of AI, so do power demands. And that could create shortages — an issue bitcoin miners could address, according to JMP Securities. It’s clear the new wave of AI chips, such as Nvidia’s latest generation, are incredibly power-hungry compared with legacy models used in server deployments today.

随着数据中心需求在AI的背面激增，权力需求也是如此。这可能会造成短缺 - 根据JMP证券的说法，比特币矿工可以解决问题。显然，与当今服务器部署中使用的旧模型相比，NVIDIA的最新一代新潮（例如NVIDIA的最新一代）具有令人难以置信的渴望。

Critical power shortage on horizon – blockchain-focused companies are uniquely positioned. With the latest Nvidia Blackwell chip being configured at 60-120kW per rack, compared to the H100-200 at 25-45kW, and legacy chipsets at 8kW per rack, and with the anticipated launch of the Rubin chip in 2026, we anticipate power shortages that could easily exceed 40GW, wrote JMP Securities analyst Greg Miller in a recent report.

地平线上的关键功率短缺 - 以区块链为重点的公司是独特的位置。最新的NVIDIA Blackwell芯片的配置为每架60-120kW，而H100-200在25-45kW中进行了配置，而Legacy Chipsets则以每个机架为8kW，并且预计2026年将在2026年推出Rubin Chip，我们预计JMP Secureities Analialst Greg Greg Miller in Report the Power短缺可以轻松超过40G。

The analyst explained that considering the already low-cost/high-density power stacks used by bitcoin miners to run data centers efficiently, rendering them uniquely situated to provide additional space and power for data centers. Among his top picks in the blockchain space, Miller highlighted Hut 8 Mining (NASDAQ:HUT) and Core Scientific (NYSE:CORZ) as companies that could benefit from the exponential growth of data centers.

分析师解释说，考虑到比特币矿工使用的已经低成本/高密度的功率堆栈有效地运行数据中心，从而使它们独特地定位以为数据中心提供额外的空间和功率。在他在区块链领域的首选中，米勒强调了Hut 8采矿（NASDAQ：HUT）和Core Scientific（NYSE：CORZ）是可以从数据中心的指数增长中受益的公司。

The analyst stated that Hut 8 has the hyper-power computing capacity to develop a multibillion-dollar recurring revenue stream in the data center space, which could come in handy as there's potential for data center power demand to more than double the market value of the bitcoin mining industry.

这位分析师指出，HUT 8具有超功率计算能力，可以在数据中心领域开发数十亿美元的重复收入来源，这可能会派上用场，因为数据中心功率的需求可能会使比特币矿业行业的市场价值两倍多。

“We think more than 5GW of incremental capacity could be provided, creating $20+ billion of potential incremental equity value (net of investment), compared with the current aggregate market capitalization of ~$ 9.0 billion,” added Miller.

米勒补充说：“我们认为可以提供超过5GW的增量能力，与当前的总市值约为90亿美元，创造了20亿美元的潜在增量股权价值（投资净值）。”

The analyst concluded that considering the urgent need for additional data center capacity and bitcoin miners' unique positioning to provide it, he believes this topic will heat up rapidly in 2024.

分析师得出的结论是，考虑到迫切需要额外的数据中心容量和比特币矿工提供的定位来提供它，他认为该主题将在2024年迅速升温。

For more news, information, and strategy, visit the CoinShares Crypto ETF Hub.

有关更多新闻，信息和策略，请访问Coinshares Crypto ETF中心。