2024 年，比特幣 (BTC) 礦工在升級上花費了 3.6B 美元 — TheMinerMag

上市礦業公司總共花費了 36 億美元用於工廠、財產和設備 (PP&E) 升級——包括新的採礦硬體

Public mining companies spent a combined $3.6 billion on plant, property, and equipment (PP&E) upgrades — including new mining hardware — measured on a year-to-date basis.

以年初至今衡量，上市礦業公司在廠房、財產和設備 (PP&E) 升級（包括新採礦硬體）上總共花費了 36 億美元。

According to TheMinerMag, 16 mining companies collectively raised over $5 billion so far in 2024, with Q3 representing the period with the highest amount of PP&E spending since Q1 2022.

據 TheMinerMag 稱，2024 年迄今為止，16 家礦業公司總共籌集了超過 50 億美元，其中第三季度是自 2022 年第一季以來 PP&E 支出最高的時期。

Net spending on PP&E. Source: TheMinerMag

財產、廠房和設備 (PP&E) 淨支出。資料來源：TheMinerMag

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Mining companies’ PP&E spending in November 2024

2024 年 11 月礦業公司 PP&E 支出

Bitfarms signed a miner hosting agreement with Stronghold on Nov. 1, which included provisions to host an additional 10,000 Bitcoin mining units at its facility in Pennsylvania.

Bitfarms 於 11 月 1 日與 Stronghold 簽署了一份礦機託管協議，其中包括在其位於賓夕法尼亞州的工廠另外託管 10,000 個比特幣礦機的條款。

Around the same time, CleanSpark — a company focused on renewable Bitcoin mining — announced plans to build 400 megawatts of mining infrastructure following its acquisition of mining company GRIID in October 2024.

大約在同一時間，專注於再生比特幣挖礦的 CleanSpark 公司宣布，在 2024 年 10 月收購挖礦公司 GRIID 後，計劃建造 400 兆瓦的挖礦基礎設施。

On Nov. 11, Hive Digital purchased 6,500 application-specific integrated circuits (ASICs) for the company’s upcoming Paraguay facility, which is currently under construction.

11 月 11 日，Hive Digital 為該公司即將在巴拉圭建設的工廠購買了 6,500 個專用積體電路 (ASIC)，該工廠目前正在建設中。

ASIC hardware giant Bitmain comes under fire

ASIC 硬體巨頭比特大陸飽受批評

Chip designer Xiamen Sophgo — a China-based company with links to Bitmain — recently came under investigation by United States officials for allegedly using the same computer chips found in Huawei’s Ascend 910B AI processor.

與比特大陸有聯繫的中國公司晶片設計公司廈門碩高最近因涉嫌使用與華為 Ascend 910B AI 處理器相同的電腦晶片而受到美國官員的調查。

For context, Huawei, a China-based technology company and mobile device manufacturer, came under US sanctions in 2020. The company was accused of threatening US national security by using backdoors in its technology that could be exploited by the Chinese government to spy on US citizens and access sensitive data.

就背景而言，華為是一家中國科技公司和行動裝置製造商，於 2020 年受到美國制裁。存取敏感資料。

Bitmain releases a statement distancing itself from media claims of a business relationship with Huawei. Source: Bitmain

比特大陸發表聲明，與媒體有關與華為有業務關係的說法保持距離。來源：比特大陸

Following the controversy, Xiamen Sophgo and Bitmain released statements denying claims of having a business relationship with Huawei and violating US sanctions.

爭議發生後，廈門索菲戈和比特大陸發表聲明，否認與華為有業務關係並違反美國制裁的說法。

Despite the statements, a shipment of Bitmain Antminers — ASIC devices used to mine crypto — remains frozen at US ports by the Customs and Border Protection Agency.

儘管有這些聲明，一批比特大陸螞蟻礦機——用於挖掘加密貨幣的 ASIC 設備——仍然被海關和邊境保護局凍結在美國港口。

The customs agency is allegedly demanding a $200,000 fee to clear the shipment — sparking fear, uncertainty, and doubt that sanctions and geopolitical tensions could create a supply crunch on the backordered and sorely needed mining hardware in the future.

據稱，海關機構要求支付20 萬美元的費用來清關這批貨物，這引發了人們的恐懼、不確定性和懷疑，即制裁和地緣政治緊張局勢可能會導致未來缺貨和急需的採礦硬體出現供應緊縮。