比特幣礦工防暴平台（Riot）發現自己是第二個激進投資者的目標

管理700億美元資產的De Shaw的舉動是在另一個激進投資者Starboard Value（大約90億美元的AUM）的數週之後，在Riot中佔據一席之地。

Bitcoin miner Riot Platforms (RIOT) received another activist investor, with Reuters reporting that investment management giant D.E. Shaw has taken an unspecified stake in the bitcoin miner.

比特幣礦工Riot平台（RIOT）收到了另一位激進投資者，路透社報導說，投資管理巨頭De Shaw在比特幣礦工中佔據了未指定的股份。

The move by D.E. Shaw, which manages $70 billion in assets, comes just weeks after another activist investor, Starboard Value (roughly $9 billion in AUM), took a position in Riot. At the time of Starboard's investment, the WSJ reported the investor as pushing Riot to convert some of its bitcoin mining sites into data centers that could host machines to enable high-performance computing (HPC) for big tech companies.

管理700億美元資產的De Shaw的舉動是在另一個激進投資者Starboard Value（大約90億美元的AUM）的數週之後，在Riot中佔據一席之地。在右舷投資時，WSJ報告說，投資者將Riot推動了一些比特幣採礦地點將其轉換為數據中心，這些數據中心可以託管機器以實現大型科技公司的高性能計算（HPC）。

Reuters didn't specify if D.E. Shaw will put similar pressure on the miner. However, the report noted, the investment firm has been known to sometimes pursue an activist strategy with a preference towards negotiating with companies out of the limelight.

路透社沒有指定De Shaw是否會對礦工施加類似的壓力。但是，該報告指出，眾所周知，這家投資公司有時會採用激進主義者戰略，而傾向於與眾人矚目的公司進行談判。

Earlier this month, Riot said it started a formal evaluation of potential artificial intelligence/HPC uses for its remaining 600 megawatts (MW) of power capacity at one of its facilities. The bitcoin mining industry has faced an intense profit squeeze following the bitcoin halving earlier this year (which slashed mining profitability), leading some miners to look for ways to diversify their revenue sources. While there was some excitement in investor sentiment and share prices in recent months after Riot peer Core Scientific (CORZ) signed a multi-billion dollar deal with a hyperscaler — a firm operating large-scale data centers for cloud computing and AI — that vanished this week with the emergence of China's DeepSeek, which reportedly will require only a tiny fraction of the computing power U.S.-based AI plays were thought to need.

Riot表示，它在其剩餘的600兆瓦（MW）的功率之一開始對潛在的人工智能/HPC使用正式評估。在今年早些時候比特幣減少了比特幣，比特幣採礦業面臨巨大的利潤（削減了採礦盈利能力），導致一些礦工尋找使收入來源多樣化的方法。雖然在Riot Peer Core Scientific（Corz）與HyperScaler簽署了一筆數十億美元的交易，但近幾個月來，投資者的情緒和股價令人興奮，這是一家大型公司的公司，用於雲計算和AI的大規模數據中心- 消失了這一點隨著中國的DeepSeek的出現，一周，據報導，這只需要一小部分美國基於美國的AI戲劇而被認為需要。

CORZ, to name just one, is lower by about 30% since Monday. For its part RIOT is lower by 18% over the same period and is roughly flat on a year-over-year basis. Shares are up 1% today.

自周一以來，科爾茲僅舉一個，降低了30％。在同一時期，騷亂的速度降低了18％，並且同比持平。今天的股價上漲了1％。