在微軟取消計劃投資新的AI數據中心之後，比特幣（BTC）採礦股下降

據報導，科技巨頭微軟報廢了在美國和歐洲投資新的人工智能數據中心的計劃之後，比特幣（BTC）採礦股已下降

Tech giant Microsoft has reportedly scrapped plans to invest in new artificial intelligence data centers in the US and Europe, citing a potential oversupply, according to a report by Bloomberg on Tuesday.

據彭博社週二的一份報告顯示，據報導，科技巨頭微軟已經取消了計劃在美國和歐洲投資新的人工智能數據中心的計劃，並引用了潛在的過度供應。

Following the news, Bitcoin BTCUSD mining stocks came under pressure, with shares of Bitfarms, CleanSpark, Core Scientific, Hut 8, Marathon Digital and Riot dropping between 4% and 12% in tandem.

新聞之後，比特幣BTCUSD採礦股受到壓力，Bitfarms，CleanSpark，Core Scientific，Hut 8，Marathon Digital和Riot的股份在串聯中下降了4％至12％。

As investors anticipated the cuts to Microsoft’s data center plans, Benchmark stock analyst Mark Palmer agreed that the move could affect miners. In his view, the share price pullback "appears to be driven more by stagnation in the price of bitcoin than any other factor, potentially combined with investor fatigue settling over the space as mining difficulty remains near record levels."

正如投資者預計微軟數據中心計劃的削減一樣，基準股票分析師馬克·帕爾默（Mark Palmer）同意，此舉可能會影響礦工。他認為，股價下跌“似乎比比特幣價格停滯更多的比其他因素的驅動，可能會加上投資者的疲勞在整個領域的疲勞，因為採礦難度仍然接近創紀錄的水平。”

"The anticipation of Microsoft cutting back on cloud investments could also factor into the share price decline, but this appears to be less of a concern for investors in the aggregate as it was a factor that analysts had been following closely for some time."

“對微軟削減雲投資的預期也可能導致股價下跌，但這似乎不太關心總體投資者，因為這是分析師在一段時間內密切關注的一個因素。”

The analysis comes as crypto miners are diversifying into AI data-center hosting. For instance, Core Scientific pledged 200 megawatts of hardware capacity to support CoreWeave's artificial intelligence workloads in June.

分析是因為加密礦工正在多元化為AI數據中心託管。例如，核心科學承諾在6月支持CoreWeave的人工智能工作負載200兆瓦的硬件能力。

In August, asset manager VanEck said Bitcoin mining stocks could collectively see a roughly $37 billion bump to market capitalizations if they invest heavily in supporting AI.

資產經理瓦內克（Vaneck）在8月份表示，如果比特幣礦業股票在支持AI方面進行大量投資，則可以集體看到大約370億美元的市值。

However, miners have struggled this year as declining crypto prices are adding pressure to businesses already impacted by April's halving, according to JPMorgan. And now, it seems that demand for AI data centers is also slowing.

但是，由於加密貨幣價格下跌，礦工在今年苦苦掙扎，這給已經受4月份減半影響的企業增加了壓力。而現在，對A​​I數據中心的需求似乎也在放緩。

Cutting back on compute

削減計算

On Tuesday, analysts at TD Cowen said that Microsoft had abandoned plans to build several new data centers that would have generated around 2 gigawatts of power, according to Bloomberg.

據彭博社報導，週二，TD Cowen的分析師說，微軟已經放棄了建立幾個新數據中心的計劃，這些數據中心將產生約2吉瓦的權力。

The analysts attributed Microsoft's pullback to a perceived oversupply of computing capacity for AI models, as well as the tech giant's decision to forgo some planned collaborations with ChatGPT maker OpenAI.

分析師將微軟的回調歸因於對AI模型的計算能力的過度供應，以及技術巨頭決定放棄與Chatgpt Maker Openai的一些計劃合作的決定。

Over the past six months, Microsoft has canceled various data center leases and postponed plans to bring onboard more capacity, according to Bloomberg.

據彭博社報導，在過去的六個月中，微軟取消了各種數據中心租賃，並推遲了帶有更多容量的計劃。

Moreover, anticipation of a pivot by the tech giant to focus on smaller, more modular data centers also appears to be winding down, the report stated.

報告說，此外，技術巨頭對關注較小，更模塊化的數據中心的樞紐的期望似乎也逐漸消失。

These modular data centers were designed to be deployed rapidly and scaled according to demand, but it seems that the need for swift expansion has since decreased, according to the analysis.

根據分析，這些模塊化數據中心被設計為迅速部署並根據需求進行縮放，但是根據分析，對快速擴張的需求似乎有所下降。

The investments are expected to slow further in the second half of 2025 as the company finishes $80 billion in planned buildouts and pivots to outfitting existing centers with hardware and equipment, Bloomberg said.

彭博社說，由於該公司完成了800億美元的計劃中的建築物和樞軸，預計投資將在2025年下半年進一步放緩。