比特幣礦工在收益減半的影響下將業務擴展到採礦之外

在比特幣減半事件之後，礦工們透過將人工智慧 (AI) 整合到他們的產品中來實現業務多元化。這種向人工智慧的轉變源於對人工智慧運算和基礎設施的需求不斷增長帶來的收入成長潛力。 BitDeer 和 Core Scientific 等公司已經轉向人工智慧雲端服務和資料中心應用程序，而其他公司則正在探索人工智慧以外的選擇，例如能量收集。

Bitcoin Miners Diversify Operations Beyond Mining as Halving Event Impacts Earnings

由於減半事件影響收益，比特幣礦工將業務多元化至採礦以外

Following the Bitcoin (BTC) network's fourth halving event on April 20, which reduced miners' BTC rewards by 50%, a shift is underway within the mining industry. Analysts at crypto fund manager CoinShares anticipate an increased transition of miners towards artificial intelligence (AI), particularly in regions with secure energy supply, due to the potential for enhanced revenue streams.

繼 4 月 20 日比特幣 (BTC) 網路第四次減半事件導致礦工的 BTC 獎勵減少 50% 後，採礦業正在轉變。加密貨幣基金管理公司 CoinShares 的分析師預計，由於收入來源增加的潛力，礦工將更多地轉向人工智慧（AI），特別是在能源供應安全的地區。

Harris Basit, Chief Strategy Officer of BitDeer, revealed that the company has allocated 25% of its staff to research and development initiatives aimed at exploring innovative revenue channels. As a result, BitDeer has introduced AI cloud offerings and 4nm mining rigs.

BitDeer 首席策略長 Harris Basit 透露，該公司已分配 25% 的員工用於旨在探索創新收入管道的研發計劃。因此，BitDeer 推出了 AI 雲端產品和 4nm 礦機。

Core Scientific, another major mining firm, has been diversifying its service offerings for the past five years. Adam Sullivan, a high-ranking executive at Core Scientific, explained that the company's Dalton data center hosts GPUs and Nvidia DGX systems for AI computing, representing a high-value application. Core Scientific has also partnered with CoreWeave, a leading cloud service provider, to offer infrastructure for machine learning and similar applications.

另一家大型礦業公司 Core Scientific 在過去五年中一直在實現服務產品多元化。 Core Scientific 的高階主管 Adam Sullivan 解釋說，該公司的道爾頓資料中心託管著用於 AI 運算的 GPU 和 Nvidia DGX 系統，代表著高價值的應用。 Core Scientific 也與領先的雲端服務供應商 CoreWeave 合作，為機器學習和類似應用程式提供基礎架構。

Over the past year, the demand for AI computing and infrastructure has surged, driven by the substantial workloads required for emerging machine-learning applications. Companies such as BitDigital, Core Scientific, Hut 8, Hive, and Terawfulf have already integrated AI into their operations, while others are preparing to do so.

過去一年，新興機器學習應用所需的大量工作負載推動了對人工智慧運算和基礎設施的需求激增。 BitDigital、Core Scientific、Hut 8、Hive 和 Terawfulf 等公司已經將人工智慧整合到其營運中，而其他公司也正在準備這樣做。

However, transitioning from BTC mining to AI presents challenges, as repurposing existing infrastructure and equipment is not straightforward. The requirements for data centers and networking infrastructure differ significantly between the two domains. Moreover, ASICs (Application-Specific Integrated Circuits), designed specifically for BTC mining, are not suitable for supporting AI infrastructure.

然而，從比特幣挖礦到人工智慧的過渡面臨著挑戰​​，因為重新利用現有基礎設施和設備並不簡單。這兩個領域對資料中心和網路基礎設施的要求有顯著差異。此外，專為BTC挖礦設計的ASIC（專用積體電路）並不適合支援人工智慧基礎架構。

Some mining firms are exploring options beyond AI. Marathon Digital CEO Fred Thiel disclosed that the company has established an energy harvesting subsidiary. Marathon Digital receives compensation through this subsidiary for converting biomass and stranded methane into heat energy.

一些礦業公司正在探索人工智慧以外的選擇。 Marathon Digital 執行長 Fred Thiel 透露，該公司已經成立了一家能量收集子公司。 Marathon Digital 透過該子公司獲得將生物質和滯留甲烷轉化為熱能的補償。

Thiel emphasized that while this subsidiary currently reduces Marathon Digital's mining costs, the long-term goal is to scale its operations to generate the majority of the company's revenue following the next Bitcoin halving event in 2028. Earlier this year, Marathon Digital also launched the Anduro network to facilitate the creation of multiple sidechains.

Thiel 強調，雖然該子公司目前降低了Marathon Digital 的挖礦成本，但長期目標是擴大其營運規模，以便在2028 年下一次比特幣減半事件後產生公司的大部分收入。 Marathon Digital 也推出了Anduro網路以促進多個側鏈的創建。

The shift towards AI and other revenue-generating strategies among Bitcoin miners highlights their adaptability in response to the halving event. As the Bitcoin mining landscape evolves, diversification will likely become increasingly crucial for the long-term viability of mining operations.

比特幣礦工向人工智慧和其他創收策略的轉變凸顯了他們應對減半事件的適應性。隨著比特幣挖礦格局的發展，多元化對於挖礦業務的長期生存可能變得越來越重要。