據報導，Microsoft廢除AI數據中心投資計劃後，比特幣（BTC）採礦股將下降

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

Crypto mining stocks are on Thursday after tech giant Microsoft (NASDAQ:) 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 and data from Google Finance.

根據彭博社的一份報告，加密礦業的股票是在科技巨頭微軟（納斯達克:)取消計劃投資於美國和歐洲新的人工智能數據中心的計劃之後的周四。

Shares of crypto miners Bitfarms (NASDAQ:), CleanSpark (NASDAQ:), Core Scientific (NASDAQ:), Hut 8 (NASDAQ:CRYPTO:HT8), Marathon Digital (NASDAQ:) and Riot (NASDAQ:) dropped between 4% and 12% in tandem with the news, the data showed.

Shares of crypto miners Bitfarms (NASDAQ:), CleanSpark (NASDAQ:), Core Scientific (NASDAQ:), Hut 8 (NASDAQ:CRYPTO:HT8), Marathon Digital (NASDAQ:) and Riot (NASDAQ:) dropped between 4% and 12% in tandem with the news, the data showed.

The stock price movements highlight cryptocurrency miners’ increased dependence on business from artificial intelligence models after the Bitcoin (BTC) network’s April 2024 “halving” cut into mining revenues.

股票價格變動突出了加密貨幣礦工對人工智能模型（BTC）網絡2024年4月“減少”礦業收入後對業務的依賴。

Miners are “diversifying into AI data-center hosting as a way to expand revenue and repurpose existing infrastructure for high-performance computing,” Coin Metrics said in a March report.

Coin Metrics在3月的一份報告中說，礦工正在“多元化為AI數據中心託管，以擴大收入並重新利用現有的基礎設施以進行高性能計算。”

For example, in June 2024, Core Scientific pledged 200 megawatts of hardware capacity to support CoreWeave’s artificial intelligence workloads.

例如，在2024年6月，核心科學保證了200兆瓦的硬件能力，以支持CoreWeave的人工智能工作量。

In August 2024, 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Vaneck於2024年8月表示，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 worsen pressures on businesses already impacted by April’s halving, JPMorgan said in March.

但是，礦工在今年的掙扎中掙扎，加密價格下跌加劇了已經受到四月減半影響的企業的壓力。

A recent report by analysts at TD Cowen said Microsoft had abandoned plans to build several new data centers that would have generated some 2 gigawatts of power, according to Bloomberg.

據彭博社稱，TD Cowen分析師最近的一份報告說，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 reportedly 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.

據報導，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，以及這家技術巨頭決定放棄與Chatgpt Maker OpenAI的一些計劃合作。

In the past six months, Microsoft has canceled various data center leases and delayed plans to 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，並推遲了在船上更大容量的計劃。

Microsoft’s data center 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（Bloomberg）說，微軟的數據中心投資預計將在2025年下半年進一步放緩，因為該公司完成了800億美元的計劃中的建築物和樞軸，以用硬件和設備為現有中心配備。