比特币挖矿衰退期间核心科学转向人工智能计算

北美领先的公开交易比特币矿商 Core Scientific 公布 2024 年第一季度净收入高达 2.1 亿美元。尽管近期比特币减半导致矿商收入减少，但该公司计划利用其广泛的比特币挖矿业务面向人工智能等高计算应用的基础设施。

Core Scientific Embraces AI Computing Paradigm Amidst Declining Bitcoin Mining Revenues

在比特币挖矿收入下降的情况下，Core Scientific 拥抱人工智能计算范式

On May 8, 2024, Core Scientific, a prominent publicly traded Bitcoin miner in North America, reported a robust financial performance in the first quarter of 2024. The company's net income surged to $210 million, a stark contrast to the $0.4 million net loss recorded in the corresponding period last year. This substantial growth was primarily driven by an impressive $179.3 million in revenue, with $150 million stemming from crypto mining activities and $29.3 million from hosting services.

2024 年 5 月 8 日，北美著名的上市比特币矿商 Core Scientific 公布了 2024 年第一季度强劲的财务业绩。该公司净利润飙升至 2.1 亿美元，与录得的 40 万美元净亏损形成鲜明对比。去年同期。这一大幅增长主要是由令人印象深刻的 1.793 亿美元收入推动的，其中 1.5 亿美元来自加密货币挖矿活动，2930 万美元来自托管服务。

Core Scientific's financial health also witnessed a significant boost, with its cash and cash equivalents on hand reaching $98.1 million at the end of Q1 2024. This represents a remarkable 96.6% increase from the $50.4 million recorded in Q4 2023.

Core Scientific 的财务状况也得到了显着提升，截至 2024 年第一季度末，其手头现金和现金等价物达到 9810 万美元。这比 2023 年第四季度的 5040 万美元增长了 96.6%。

Furthermore, Core Scientific emerged as the leading Bitcoin mining company in North America, producing 2,285 Bitcoins through its mining operations during Q1 2024. This achievement underscores the company's dominance in the industry, surpassing the production of all other publicly traded Bitcoin mining entities in the region. At the current market price of Bitcoin, the value of these mined Bitcoins stands at approximately $172.5 million.

此外，Core Scientific 成为北美领先的比特币挖矿公司，在 2024 年第一季度通过其挖矿业务生产了 2,285 个比特币。这一成就突显了该公司在该行业的主导地位，超过了该地区所有其他公开交易的比特币挖矿实体的产量。按照目前比特币的市场价格，这些开采的比特币的价值约为 1.725 亿美元。

The company's operations are anchored by a robust hashing power of 25.5 exahashes per second (EH/s). This impressive capacity comprises 19.3 EH/s dedicated to self-mining for internal Bitcoin production and 6.2 EH/s allocated to hosting, meeting the mining needs of its clients.

该公司的运营以每秒 25.5 exahashes (EH/s) 的强大哈希能力为基础。这一令人印象深刻的容量包括 19.3 EH/s 专用于内部比特币生产的自挖矿和 6.2 EH/s 分配给托管，以满足客户的挖矿需求。

Core Scientific's infrastructure and capabilities are further enhanced by its ownership and management of approximately 745 megawatts of infrastructure, solidifying its position as the largest publicly traded Bitcoin miner in North America. CEO Adam Sullivan revealed that the company has entered into discussions with potential clients regarding the conversion of more than 500 megawatts of its infrastructure into high-performance computing capabilities.

Core Scientific 拥有和管理约 745 兆瓦的基础设施，进一步增强了其基础设施和能力，巩固了其作为北美最大的公开交易比特币矿商的地位。首席执行官 Adam Sullivan 透露，该公司已与潜在客户就将其超过 500 兆瓦的基础设施转换为高性能计算能力进行讨论。

This strategic move underscores Core Scientific's intention to expand its operations beyond Bitcoin mining and embrace the burgeoning AI market. By leveraging its existing infrastructure, the company aims to cater to the high computational demands of AI applications and capitalize on the burgeoning AI industry.

这一战略举措凸显了 Core Scientific 将业务扩展到比特币挖矿之外并拥抱新兴人工智能市场的意图。通过利用现有基础设施，该公司旨在满足人工智能应用的高计算需求，并利用蓬勃发展的人工智能行业。

Sullivan emphasized the potential for Core Scientific to operate simultaneously in two highly promising markets: computing and Bitcoin mining. The company's unique position enables it to exploit the synergies between these sectors, maximizing its revenue generation capabilities.

沙利文强调了 Core Scientific 在两个极具前景的市场同时运营的潜力：计算和比特币挖矿。该公司的独特地位使其能够利用这些部门之间的协同效应，最大限度地提高其创收能力。

The company's decision to repurpose its Bitcoin mining infrastructure for high-computing applications, including AI operations, is a testament to the shifting landscape of the cryptocurrency industry. The recent Bitcoin halving, which reduced the block reward from 6.25 BTC to 3.125 BTC, has significantly impacted the profitability of Bitcoin mining. This decline has prompted Core Scientific and other mining companies to explore alternative revenue streams.

该公司决定将其比特币挖矿基础设施重新用于包括人工智能操作在内的高计算应用程序，这证明了加密货币行业格局的变化。最近的比特币减半，将区块奖励从 6.25 BTC 减少到 3.125 BTC，极大地影响了比特币挖矿的盈利能力。这种下降促使 Core Scientific 和其他矿业公司探索替代收入来源。

Core Scientific has already initiated this transition, deploying a 16-megawatt data center capacity for an AI startup. The company is actively engaging with several AI startups, exploring opportunities to provide computing services that meet their high-performance requirements.

Core Scientific 已经启动了这一转型，为一家人工智能初创公司部署了 16 兆瓦的数据中心容量。该公司正在积极与多家人工智能初创公司合作，探索提供满足其高性能要求的计算服务的机会。

Meanwhile, other Bitcoin miners are pursuing different strategies to mitigate the impact of the Bitcoin halving. For instance, Marathon Digital has announced plans to double its Bitcoin mining capacity by adjusting its hash rate goal for 2024 from 35-37 EH/s to 50 EH/s.

与此同时，其他比特币矿工正在采取不同的策略来减轻比特币减半的影响。例如，Marathon Digital 宣布计划通过将 2024 年哈希率目标从 35-37 EH/s 调整至 50 EH/s，将比特币挖矿能力提高一倍。

In conclusion, Core Scientific's financial performance in Q1 2024 demonstrates the company's resilience and adaptability in the face of changing market dynamics. By embracing AI computing and repurposing its Bitcoin mining infrastructure, the company is positioning itself to capitalize on emerging opportunities and maintain its competitive edge in the evolving technology landscape.

总之，Core Scientific 2024 年第一季度的财务业绩证明了该公司面对不断变化的市场动态的弹性和适应性。通过采用人工智能计算并重新利用其比特币挖矿基础设施，该公司将自己定位为利用新兴机遇并在不断发展的技术领域保持竞争优势。