比特幣 (BTC) 礦工 Core Scientific (CORZ) 和 Iris Energy (IREN) 重新定位以進軍高成長的人工智慧市場

在比特幣最近漲至 70,000 美元以上以及轉向以人工智慧為中心的商業模式的推動下，比特幣 (BTC) 採礦業正在重新燃起投資者的興趣

Bitcoin (BTC) mining stocks are back in focus, thanks to Bitcoin’s recent rally past $70,000 and a shift toward AI-focused business models among key mining players.

由於比特幣最近漲至 7 萬美元以上，以及主要礦業公司轉向以人工智慧為中心的商業模式，比特幣 (BTC) 礦業股重新成為焦點。

After a sluggish mid-2024 performance due to pressures from Bitcoin’s halving event, companies like Core Scientific (NASDAQ: CORZ) and Iris Energy (NASDAQ: IREN) are repositioning themselves to tap into the high-growth AI market.

由於比特幣減半事件的壓力，2024 年中期業績表現低迷，Core Scientific（納斯達克股票代碼：CORZ）和Iris Energy（納斯達克股票代碼：IREN）等公司正在重新定位自己，以進軍高成長的人工智慧市場。

These two stocks stand out as they leverage their extensive infrastructure to venture into high-performance computing, making them promising investment opportunities in the converging worlds of Bitcoin mining and AI.

這兩隻股票之所以脫穎而出，是因為它們利用廣泛的基礎設施涉足高效能運算領域，使其在比特幣挖礦和人工智慧的整合領域擁有廣闊的投資機會。

Core Scientific (NASDAQ: CORZ) stockCore Scientific, with a market cap of $3.7 billion and an enterprise value of $4.22 billion, is at the forefront of this pivot. The company has garnered renewed interest, especially from institutional investors holding over 55% of its shares.

Core Scientific（納斯達克股票代碼：CORZ）股票Core Scientific 的市值為 37 億美元，企業價值為 42.2 億美元，處於這一轉型的前沿。該公司重新引起了人們的興趣，尤其是持有其 55% 以上股份的機構投資者。

Core Scientific’s pivot to AI includes a transformative 12-year partnership with AI hyperscaler CoreWeave, a deal anticipated to generate up to $3.5 billion in revenue.

Core Scientific 轉向 AI 的重點包括與 AI 超大規模供應商 CoreWeave 建立 12 年變革性合作夥伴關係，該交易預計將產生高達 35 億美元的收入。

Through this agreement, CoreWeave’s total contracted high-performance computing capacity across five Core Scientific sites reaches 382 megawatts, solidifying Core Scientific’s standing in the expanding AI-driven computing sector.

透過這項協議，CoreWeave 在五個 Core Scientific 站點的合約高效能運算能力總額達到 382 兆瓦，鞏固了 Core Scientific 在不斷擴大的人工智慧驅動運算領域的地位。

Jefferies analysts note that a successful rollout could attract other major tech firms, potentially securing Core Scientific’s role as a significant player in AI.

Jefferies 分析師指出，成功推出可能會吸引其他大型科技公司，有可能鞏固 Core Scientific 作為人工智慧領域重要參與者的地位。

To further strengthen its financial standing, Core Scientific has announced plans to issue $400 million in convertible senior notes maturing in 2029, with an option to increase the offering by an additional $60 million.

為了進一步增強其財務狀況，Core Scientific 宣布計劃發行 4 億美元的可轉換優先票據，將於 2029 年到期，並可選擇將發行量額外增加 6,000 萬美元。

These notes will accrue interest semi-annually and offer holders the flexibility of conversion or redemption options. The funds have been strategically allocated to repay $267 million in high-interest debt, reducing the company’s interest rate from 12.5% to a manageable 3%.

這些票據將每半年產生利息，並為持有人提供轉換或贖回選擇的靈活性。這些資金被策略性地分配用於償還 2.67 億美元的高利率債務，將公司的利率從 12.5% 降低至可控的 3%。

This move not only strengthens Core Scientific’s balance sheet but also boosts its cash reserves, providing the company with the flexibility to expand its high-performance computing capabilities and pursue future acquisitions and capital investments.

此舉不僅增強了 Core Scientific 的資產負債表，還增加了其現金儲備，使該公司能夠靈活地擴展其高效能運算能力並進行未來的收購和資本投資。

With a current price of $14, Core Scientific’s strategic shift toward AI applications offers a compelling growth opportunity for investors looking to gain exposure to both AI and the mining sector.

目前 Core Scientific 的股價為 14 美元，其向人工智慧應用的策略轉變為希望涉足人工智慧和採礦業的投資者提供了引人注目的成長機會。

Iris Energy Limited (NASDAQ: IREN) stockIris Energy, with a market cap of $2 billion and an enterprise value of $1.59 billion, has strategically expanded into AI, introducing a valuable new layer to its revenue streams and bolstering its growth potential.

Iris Energy Limited（納斯達克股票代碼：IREN）股票Iris Energy 的市值為20 億美元，企業價值為15.9 億美元，已戰略性地擴展到人工智慧領域，為其收入流引入了一個有價值的新層面，並增強了其成長潛力。

Institutional investors, holding a 44% stake according to StockAnalysis, support Iris Energy’s ambitions in AI. The company generated $3.1 million in revenue from its AI cloud services in fiscal year 2024, showcasing early success in this emerging segment.

根據 StockAnalysis 的數據，持有 44% 股份的機構投資者支持 Iris Energy 在人工智慧領域的雄心。該公司在 2024 財年透過人工智慧雲端服務創造了 310 萬美元的收入，展示了這一新興領域的早期成功。

Recently, Iris Energy invested $43.9 million to acquire 1,080 NVIDIA H200 GPUs, increasing its total GPU count to 1,896 high-performance units. This significant investment is expected to yield $32 million in annualized hardware profit, diversifying the company’s revenue stream beyond traditional Bitcoin mining. The stock is currently trading at $10.55.

最近，Iris Energy 投資 4,390 萬美元購買了 1,080 個 NVIDIA H200 GPU，將其 GPU 總數增加到 1,896 個高效能單元。這項重大投資預計將帶來 3,200 萬美元的年化硬體利潤，使公司的收入來源多元化，超越傳統的比特幣挖礦。該股目前交易價格為 10.55 美元。

Iris Energy’s plans also include exploring AI data center opportunities at its expansive 1.4 GW West Texas site, with Morgan Stanley managing the process to identify potential partners.

Iris Energy 的計畫還包括在其西德克薩斯州 1.4 GW 的廣闊基地探索人工智慧資料中心的機會，並由摩根士丹利負責管理尋找潛在合作夥伴的流程。

The company reported an EBITDA of $19.6 million, a notable improvement from the previous year’s loss of $123.2 million. Bitcoin mining revenue reached a record $184.1 million, supported by operational efficiencies that keep its all-in mining cost per Bitcoin at $31,000.

該公司公佈的 EBITDA 為 1,960 萬美元，較上年 1.232 億美元的虧損有了顯著改善。比特幣挖礦收入達到創紀錄的 1.841 億美元，營運效率將每比特幣的總挖礦成本保持在 31,000 美元。

These achievements, coupled with Iris Energy’s ongoing transformation into AI services, underscore its adaptability and position it as a compelling investment option within the Bitcoin mining sector.

這些成就，加上 Iris Energy 不斷向人工智慧服務轉型，凸顯了其適應性，並將其定位為比特幣挖礦領域引人注目的投資選擇。

With Bitcoin holding firm above $70,000 and AI demand projected to grow, Core Scientific and Iris Energy are strategically poised to benefit from this convergence of AI and Bitcoin mining.

隨著比特幣價格穩定在 70,000 美元以上，並且人工智慧需求預計將增長，Core Scientific 和 Iris Energy 從戰略上準備從人工智慧和比特幣挖礦的融合中受益。

For investors looking to diversify, these stocks represent strong candidates in a rapidly evolving landscape.

對於尋求多元化的投資者來說，這些股票是快速發展的環境中的有力候選股票。