比特幣礦工轉移到2024年減半影響的AI和HPC

在2024年比特幣減半之後，礦工正在多元化，以穩定收入流，利用現有的基礎設施來滿足AI的需求不斷增長。

Bitcoin miners are shifting towards Artificial Intelligence (AI) and High-Performance Computing (HPC) as a strategy to stabilize revenue streams amid the 2024 Bitcoin halving, which reduced mining profitability. This pivot is leveraging miners' existing infrastructure to meet AI's growing demand.

比特幣礦工正在轉向人工智能（AI）和高性能計算（HPC），作為在2024年比特幣減半的情況下穩定收入流的策略，從而降低了採礦盈利能力。這個樞紐正在利用礦工現有的基礎設施來滿足AI不斷增長的需求。

The 2024 Bitcoin halving has prompted a significant shift among Bitcoin miners, who are now exploring diversification into Artificial Intelligence (AI) and High-Performance Computing (HPC) as a strategy to counteract declining profitability and market volatility. This strategic pivot is leveraging miners' existing infrastructure to fulfill the rising demand for AI workloads, providing potentially more stable revenue streams compared to traditional Bitcoin mining, according to blog.bitfinex.com.

2024年的比特幣減半促使比特幣礦工發生了重大轉變，他們現在正在探索人工智能（AI）和高性能計算（HPC）的多元化，這是抵消盈利能力下降和市場波動性的一種策略。根據Blog.bitfinex.com，該戰略樞紐是利用礦工現有的基礎設施來滿足對AI工作負載的不斷增長的需求，與傳統的比特幣挖掘相比，可能提供了更穩定的收入流。

Has the 2024 Bitcoin Halving Caused Bitcoin Miners to Seek Other Revenue Streams?

2024年比特幣減半是否導致比特幣礦工尋求其他收入來源？

The recent shift by Bitcoin miners towards AI and HPC infrastructure reflects the evolving dynamics of the mining industry. Historically dependent on Bitcoin mining profitability, which has been adversely affected by the 2024 Bitcoin halving, miners are now utilizing their established infrastructure to explore new revenue avenues. This transition is driven by the escalating demand for computational power in AI, necessitated by advancements in generative AI and machine learning technologies.

比特幣礦工最近向AI和HPC基礎設施的轉變反映了採礦業不斷發展的動態。從歷史上看，比特幣採礦盈利能力受到2024年比特幣減半的不利影響，礦工現在正在利用其既定的基礎設施來探索新的收入途徑。這種過渡是由AI中對計算能力的不斷提高的驅動，這是由於生成AI和機器學習技術的進步所必需的。

Central to this shift is miners' ability to repurpose their existing assets, such as low-cost power access and large-scale data centers. Several mining companies have initiated partnerships with AI firms or are independently retrofitting their facilities to accommodate AI workloads. For instance, Core Scientific's hosting agreement with AI-focused CoreWeave is project to generate billions in revenue over a 12-year contract. Similarly, Hut 8 Corp. and Iris Energy are integrating AI into their operations by deploying NVIDIA GPUs for AI modeling and cloud services.

這種轉變的核心是礦工重新利用其現有資產的能力，例如低成本的電力訪問和大規模數據中心。幾家礦業公司已經與AI公司建立了合作夥伴關係，或者正在獨立改造其設施以容納AI工作量。例如，Core Scientific與以AI為中心的CoreWeave的託管協議是在12年合同中產生數十億美元的收入。同樣，Hut 8 Corp.和Iris Energy通過將NVIDIA GPU用於AI建模和雲服務，將AI納入其運營中。

What Does This Pivot to AI Mean for the Bitcoin Mining Industry?

對人工智能對比特幣採礦業意味著什麼？

Bitcoin miners' transition to AI and HPC is primarily driven by economic necessity and strategic opportunity. The halving of Bitcoin block rewards in 2024 significantly reduced the profitability of mining operations, amplifying the impact of Bitcoin's price volatility and increasing network difficulty. Diversifying into AI offers a more stable and predictable revenue stream, as the demand for AI infrastructure continues to grow, driven by advancements in generative AI and machine learning.

比特幣礦工向AI和HPC的過渡主要是由經濟必要性和戰略機會驅動的。比特幣塊在2024年減少了一半，大大降低了採礦業務的盈利能力，擴大了比特幣價格波動的影響並增加網絡難度。隨著AI基礎設施的需求不斷增長，在生成AI和機器學習的進步驅動的驅動下，AI多樣化的AI提供了更穩定和可預測的收入來源。

This shift raises questions about the long-term implications for Bitcoin's network security, which relies on a transaction fee-based model and a distributed mining ecosystem to maintain its decentralized ledger. As miners allocate resources and power capacity to AI operations, the network's total hash rate could decline, potentially increasing vulnerability to attacks. However, this risk might be mitigated by newer, more efficient mining hardware and Bitcoin's difficulty adjustment algorithm, which maintains regular mining intervals.

這種轉變提出了有關比特幣網絡安全的長期影響的疑問，這依賴於基於交易費用的模型和分佈式挖掘生態系統來維持其分散的分類帳。隨著礦工將資源和電力能力分配給AI運營，網絡的總哈希速率可能會下降，可能會增加攻擊的脆弱性。但是，這種風險可能會通過更新，更有效的採礦硬件和比特幣的難度調整算法來減輕這種風險，該算法保持常規的採礦間隔。

Has AI Been More Profitable for Mining Firms than Bitcoin Mining?

AI對採礦公司比比特幣採礦更有利可圖嗎？

The profitability of AI compared to Bitcoin mining for traditional mining firms depends on several factors, including energy costs, hardware investment, and market conditions. AI workloads, especially those involving large language models or HPC tasks, offer predictable revenue streams through long-term contracts with enterprise clients. For some mining firms, these contracts provide a level of financial predictability that Bitcoin mining cannot match, making AI an attractive diversification strategy.

與傳統採礦公司的比特幣採礦相比，AI的盈利能力取決於幾個因素，包括能源成本，硬件投資和市場狀況。 AI工作負載，尤其是涉及大型語言模型或HPC任務的工作負載，通過與企業客戶的長期合同提供可預測的收入來源。對於某些採礦公司，這些合同提供了比特幣採礦無法匹配的財務可預測性水平，使AI成為有吸引力的多元化策略。

Bitcoin miners have largely avoided diversifying into mining other digital assets due to the specialized nature of their existing hardware. Bitcoin mining relies on ASICs optimized for the SHA-256 hashing algorithm, which cannot be easily repurposed for other cryptocurrencies. The pivot to AI offers a more versatile opportunity, leveraging existing facilities to support AI workloads using general-purpose GPUs.

由於其現有硬件的專業性質，比特幣礦工在很大程度上避免了多樣化的其他數字資產。比特幣挖掘依賴於針對SHA-256哈希算法優化的ASICS，該算法無法輕易地重新用於其他加密貨幣。 AI的樞紐提供了更廣泛的機會，利用現有的設施使用通用GPU支持AI工作負載。