比特币矿工：人工智能革命中的意外赢家？

比特币矿工正在成为人工智能革命的关键参与者，利用他们的能源资源来推动下一阶段的数字增长。

Bitcoin Miners: Unexpected Winners in the AI Revolution?

比特币矿工：人工智能革命中的意外赢家？

Who would've thought? Bitcoin miners, once criticized for hogging all the juice, are now looking like the MVPs of the AI boom. Talk about a plot twist! These folks, who spent years securing digital gold, are now sitting on a goldmine of a different kind: power. And in the world of AI, power is king.

谁会想到呢？曾经因霸占所有资源而受到批评的比特币矿工现在看起来就像是人工智能热潮中的 MVP。谈论情节转折！这些人花了数年时间来保护数字黄金，现在却坐拥另一种金矿：权力。在人工智能的世界里，权力为王。

From Energy Hogs to Strategic Partners

从能源消耗者到战略合作伙伴

For ages, Bitcoin miners were the bad guys of the energy world. But now, with AI companies scrambling for every kilowatt they can get, those same miners are looking pretty smart. According to a recent Bernstein Research report, miners' access to pre-secured energy is giving them a massive edge. While AI firms are stuck dealing with gridlock and endless delays, miners are already sitting on a whopping 14 gigawatts of power capacity across the U.S. and beyond. That's like having a VIP pass to the hottest club in town.

多年来，比特币矿工一直是能源世界的坏人。但现在，随着人工智能公司争夺他们能获得的每一千瓦电力，这些矿工看起来相当聪明。根据伯恩斯坦研究公司最近的一份报告，矿工获得预先保障的能源给他们带来了巨大的优势。当人工智能公司陷入僵局和无休止的延误时，矿工们已经在美国及其他地区拥有高达 14 吉瓦的电力容量。这就像拥有城里最热门俱乐部的 VIP 通行证一样。

IREN: A Miner's Metamorphosis

IREN：矿工的蜕变

Take IREN, for example. This company used to be all about Bitcoin, but now they're building an AI empire. They've got roughly 3 gigawatts of active and planned power sites in North America and are rolling out over 23,000 NVIDIA GPUs, including the cutting-edge Blackwell chips. Bernstein predicts IREN's data center operations could rake in over $500 million in annualized revenue by early 2026. No wonder their shares have gone through the roof!

以 IREN 为例。这家公司曾经专注于比特币，但现在他们正在建立一个人工智能帝国。他们在北美拥有大约 3 吉瓦的活跃和规划发电站，并正在推出超过 23,000 个 NVIDIA GPU，其中包括尖端的 Blackwell 芯片。 Bernstein 预测，到 2026 年初，IREN 的数据中心业务年化收入可能会超过 5 亿美元。难怪他们的股价已经飙升！

A Second Life for Bitcoin Infrastructure

比特币基础设施的第二次生命

This isn't just an IREN story; it's an industry-wide transformation. Bitcoin miners are reinventing themselves as the backbone of AI computing. They're repurposing existing facilities, cooling systems, and power contracts for machine learning workloads. It's like turning swords into plowshares, but with GPUs and megawatts.

这不仅仅是一个 IREN 的故事；也是一个 IREN 的故事。这是一场全行业的变革。比特币矿工正在将自己重塑为人工智能计算的支柱。他们正在重新利用现有设施、冷却系统和电力合同来处理机器学习工作负载。这就像化剑为犁，但需要 GPU 和兆瓦。

The "Energy Bridge" Between Crypto and AI

加密货币与人工智能之间的“能量桥梁”

Bernstein's researchers call this the "energy bridge" between crypto and AI. The miners' early land grabs for electricity, once seen as reckless, are now paying off big time. As one analyst put it, "Greenfield data centers take years. Miners can deliver in months." In a world where time is money, that's a game-changer.

伯恩斯坦的研究人员称之为加密货币和人工智能之间的“能量桥梁”。矿工们早期抢夺土地获取电力一度被认为是鲁莽的行为，但现在却得到了丰厚的回报。正如一位分析师所说，“新建数据中心需要数年时间。矿工可以在几个月内交付。”在时间就是金钱的世界里，这将改变游戏规则。

The Future is Powered by...Bitcoin Miners?

未来由……比特币矿工推动？

So, what does this all mean? It means the conversation around energy use in technology is changing. The same infrastructure that once fueled the Bitcoin network may soon power the AI revolution. It's a paradigm shift, and the miners who powered crypto's past might just end up powering the future of artificial intelligence.

那么，这一切意味着什么呢？这意味着围绕技术能源使用的讨论正在发生变化。曾经推动比特币网络发展的基础设施可能很快就会推动人工智能革命。这是一种范式转变，为加密货币的过去提供动力的矿工最终可能会为人工智能的未来提供动力。

Who knew that the folks who were once seen as energy vampires would become the heroes of the AI age? It just goes to show, in the crazy world of tech, anything is possible. So, next time you hear someone complaining about Bitcoin's energy consumption, remind them that those same electrons might be training the next generation of AI. And that, my friends, is a plot twist worthy of a Hollywood blockbuster.

谁知道那些曾经被视为能量吸血鬼的人们会成为人工智能时代的英雄？它只是表明，在疯狂的科技世界中，一切皆有可能。因此，下次当你听到有人抱怨比特币的能源消耗时，提醒他们这些电子可能正在训练下一代人工智能。我的朋友们，这是值得好莱坞大片的情节转折。