Core Scientific 偿还了 2.67 亿美元的债务

债务偿还包括 1.5 亿美元的担保票据、6100 万美元的退出融资以及 5600 万美元的矿工设备贷款。

Core Scientific (NASDAQ:CORZ) has used proceeds from its recently closed convertible senior notes offering to repay $267 million in debt.

Core Scientific（纳斯达克股票代码：CORZ）已利用其最近完成的可转换优先票据发行的收益来偿还 2.67 亿美元的债务。

The debt repayment includes $150 million in secured notes, $61 million from an exit facility, and $56 million in miner equipment loans. This move will significantly reduce the company's interest expenses, with rates dropping from as high as 12.5% on the prior borrowings to 3% on the new convertible notes.

债务偿还包括 1.5 亿美元的担保票据、6100 万美元的退出融资以及 5600 万美元的矿工设备贷款。此举将显着降低公司的利息支出，利率从之前借款的高达12.5%降至新可转换票据的3%。

Core Scientific announced and priced an upsized convertible senior notes offering on August 13-14, 2024. The company initially proposed a $350 million offering, which was increased to $400 million of convertible senior notes due 2029.

Core Scientific 于 2024 年 8 月 13 日至 14 日宣布发行规模扩大的可转换高级票据并对其定价。该公司最初提议发行 3.5 亿美元的可转换优先票据，后来增至 4 亿美元，将于 2029 年到期。

$CORZ Strengthens Balance Sheet and Supports Growth Plans with Proceeds from Recent Convertible Notes Offering

$CORZ 利用最近可转换票据发行的收益强化资产负债表并支持增长计划

- Repays $267 million in debt, reducing interest rate from approximately 12.5% to 3%

- 偿还 2.67 亿美元债务，将利率从约 12.5% 降低至 3%

- Removes restrictive covenants associated with certain notes

- 删除与某些票据相关的限制性契约

- Increases cash on hand… pic.twitter.com/ePyzjYOBMV

- 增加手头现金…… pic.twitter.com/ePyzjYOBMV

After repaying the debt and covering offering expenses, Core Scientific added $172.8 million in cash to its balance sheet. The company plans to use these funds to support site acquisitions and initiatives in its high-performance computing (HPC) hosting business.

在偿还债务并支付发行费用后，Core Scientific 的资产负债表中增加了 1.728 亿美元现金。该公司计划利用这些资金来支持其高性能计算 (HPC) 托管业务的网站收购和举措。

“With this transaction completed, we are moving forward with additional financial flexibility to invest in the continued expansion of our HPC hosting capacity while strengthening our Bitcoin mining business,” said Adam Sullivan, CEO of Core Scientific.

Core Scientific 首席执行官 Adam Sullivan 表示：“此次交易完成后，我们将进一步提高财务灵活性，投资于持续扩展 HPC 托管能力，同时加强我们的比特币挖矿业务。”

Another publicly traded BTC miner, Marathon Digital Holdings, also recently closed a $300 million offering of convertible senior notes. However, the funds raised were not used to pay off debts but to acquire a substantial amount of Bitcoins, worth $249 million.

另一家公开交易的 BTC 矿商 Marathon Digital Holdings 最近也完成了 3 亿美元可转换优先票据的发行。然而，筹集的资金并未用于偿还债务，而是用于购买大量比特币，价值 2.49 亿美元。

From BTC to HPC

从比特币到高性能计算

An increasing number of cryptocurrency miners are turning their attention to AI and HPC, a trend corroborated by recent analysis from investment management firm VanEck. This transition is driven by miners' desires to diversify their operations and tap into the burgeoning demand for AI computational power. According to VanEck's head of digital assets research, Matthew Sigel, this strategic shift has the potential to unlock $38 billion in value for the mining sector by 2027.

越来越多的加密货币矿工正在将注意力转向人工智能和高性能计算，投资管理公司 VanEck 最近的分析证实了这一趋势。这一转变是由矿工希望实现业务多元化并满足对人工智能计算能力不断增长的需求所推动的。 VanEck 数字资产研究主管 Matthew Sigel 表示，这一战略转变有可能在 2027 年为采矿业释放 380 亿美元的价值。

Notable examples of this trend have been observable since last year. For instance, HIVE Blockchain has transitioned to HIVE Digital to more accurately represent its expanded focus. While the company continues its activities in BTC mining, it is now also enhancing its engagement with the HPC and AI sectors. In pursuit of this strategy, HIVE Digital recently announced the construction of a new hydroelectric-powered data center, a move expected to double its revenue streams.

自去年以来，这种趋势的显着例子就已可见一斑。例如，HIVE 区块链已转变为 HIVE 数字化，以更准确地体现其扩展的重点。该公司在继续开展比特币挖矿活动的同时，现在也加强了与高性能计算和人工智能领域的合作。为了实现这一战略，HIVE Digital 最近宣布建设一个新的水力发电数据中心，此举预计将使其收入增加一倍。

The significance of HPC is also evident in the latest quarterly report from another miner, BitFuFu. “Cloud-mining revenue contributed approximately 60% of BitFuFu’s second-quarter revenue. Our cloud-mining business enables us to effectively lock in the price of Bitcoin, serving as a hedge against Bitcoin price volatility,” commented Leo Lu, Chairman and Chief Executive Officer of the company.

HPC 的重要性在另一家矿商 BitFuFu 的最新季度报告中也显而易见。 “云挖矿收入约占 BitFuFu 第二季度收入的 60%。我们的云挖矿业务使我们能够有效锁定比特币的价格，从而对冲比特币价格波动。”该公司董事长兼首席执行官陆勇表示。

Core Scientific operates eight data centers across five states. The company generates revenue primarily through Bitcoin mining for its own account and by providing hosting services to third-party customers. The company is one of the five largest publicly traded BTC miners on Wall Street, with a market capitalization of $1.7 billion.

Core Scientific 在五个州运营着八个数据中心。该公司主要通过自己账户的比特币挖矿以及向第三方客户提供托管服务来产生收入。该公司是华尔街五家最大的公开交易的比特币矿商之一，市值达 17 亿美元。