比特幣採礦公司Mara Holdings樞軸樞軸是AI的“第二波”

比特幣礦業公司Mara Holdings表示，現在希望利用AI的“第二波”，因為它在2024年第四季度發布了出色的成績。

MARA Holdings (NASDAQ:MARA) is now looking to capitalize on the ‘second wave’ of artificial intelligence (AI) as it posted strong results for the fourth quarter of 2024.

Mara Holdings（NASDAQ：MARA）現在希望利用“第二波”人工智能（AI），因為它在2024年第四季度發布了出色的成績。

In its Feb. 26 fourth quarter statement, MARA said it is aiming to become the base layer of infrastructure that powers AI and high-performance computing applications — similar to what Cisco (NASDAQ:CSCO) did in the “internet boom.”

在2月26日的第四季度聲明中，Mara表示，它的目標是成為為AI和高性能計算應用程序提供支持的基礎層面的基礎層，類似於Cisco（Nasdaq：CSCO）在“ Internet Boom”中所做的事情。

“Whether for Bitcoin mining or AI inference, we believe our technologies will activate others to build while MARA provides the picks and shovels to deploy new systems and services, such as energy management, load balancing and infrastructure.”

“無論是用於比特幣採礦還是AI推斷，我們都認為我們的技術將激活其他人建造，而Mara為部署新系統和服務提供了精选和鏟子，例如能源管理，負載平衡和基礎架構。”

MARA noted that it took a “strategic pause” to assess the first wave of AI — leveraging data centers to train large language models — while many of its Bitcoin (BTC) miner ‘competitors rushed into AI.’

瑪拉（Mara）指出，評估AI的第一波（利用數據中心）培訓大型語言模型的第一波浪潮需要“戰略停頓”，而其許多比特幣（BTC）礦工“競爭對手都趕入AI。”

But MARA is betting that the second wave will revolve around AI inferencing, not training.

但是瑪拉（Mara）押注，第二波將圍繞AI推斷而不是訓練。

Training is the process of teaching an AI model how to perform a certain task, while inference is the AI model in action, making its own conclusions without human intervention.

培訓是教授AI模型如何執行一項任務的過程，而推論是行動中的AI模型，在沒有人類干預的情況下得出自己的結論。

MARA wants the power of the infrastructure for this inferencing, which it believes will “look a whole lot like traditional cloud.”

瑪拉（Mara）希望基礎設施對這項推理的力量，它認為這將“看起來很像傳統雲”。

Extract from MARA’s Q4 financial results statement explaining the potential AI inference boom. Source: MARA Holdings

摘自Mara的第四季度財務結果聲明，解釋了潛在的AI推理繁榮。資料來源：Mara Holdings

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貿易，交換和管理300多個加密貨幣。通過在平台上保持活躍來賺取獎勵。資本有風險。

MARA adds 18,146 Bitcoin

瑪拉增加了18,146個比特幣

It comes as MARA posted a record $214.4 million in revenue in Q4, smashing the $183.9 million consensus estimate by 16.5%, and stacking an additional 18,146 Bitcoin.

這是Mara在第4季度的創紀錄的2.144億美元收入，將1.839億美元的共識估算量達到16.5％，並額外堆積了18,146個比特幣。

It also recorded $528.3 million in net income, marking a 248% year-on-year increase, while its adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) increased 207% year-on-year to $794.4 million.

它還記錄了5.283億美元的淨收入，標誌著同比增長248％，而其調整後的EBITDA（利息，稅收，稅收，折舊和攤銷）同比增加207％，達到7.944億美元。

MARA also managed to increase the number of Bitcoin blocks won year-on-year by 25% to 703, mining a total of 2,492 Bitcoin

瑪拉還設法將比特幣塊的同比贏得25％，至703，總共挖掘了2,492個比特幣

The mined and purchased Bitcoin brought MARA’s total Bitcoin stash to 44,893 Bitcoin by the end of 2024 — including loaned and collateralized Bitcoin — solidifying its position as the second largest corporate Bitcoin holder behind Strategy, BitBo’s BitcoinTreasuries.NET data shows.

到2024年底，採礦和購買的比特幣將Mara的總比特幣藏匿處提高到44,893個比特幣，包括借貸和抵押的比特幣 - 鞏固了其作為Bitbo Bitbo BitcoinToreSuries.net數據顯示的第二大公司比特幣持有人的地位。

Related: Bitcoin mining industry created over 31K jobs in the US: Report

相關：比特幣採礦業在美國創造了超過31k的工作：報告

The Bitcoin miner also prioritized boosting its energized hashrate to 53.2 exahashes per second (EH/s) in Q4 — marking a 115% increase from Q4 2023.

比特幣礦工還優先考慮將其能量的哈希酸鹽提高到Q4中的每秒53.2個exahashes（EH/s），標誌著與Q4 2023相比增加了115％。

Key Bitcoin mining metrics for Q4 compared with previous quarters. Source: MARA Holdings

與以前的四分之一相比，Q4的關鍵比特幣挖掘指標。資料來源：Mara Holdings

A large part of that hashrate increase came from securing 300% more energy capacity in 2024 while expanding to seven Bitcoin mining facilities. The Bitcoin mining firm also launched 25-megawatt micro data center initiatives in Texas and North Dakota to reduce MARA’s reliance on grid power.

大部分哈希岩升高來自於2024年增強300％的能源容量，同時擴展到七個比特幣採礦設施。這家比特幣礦業公司還在德克薩斯州和北達科他州發起了25兆瓦的微數據中心計劃，以減少瑪拉對電網電力的依賴。

The strong results sent MARA (NASDAQ:MARA) shares up 5.9% in after-hours trading to $13.18 but have since pulled back to $12.89. MARA closed the Feb. 26 trading day up 0.28% to $12.45, according to Google Finance data.

強勁的業績使Mara（NASDAQ：MARA）的股價上漲5.9％，至13.18美元，但此後已撤回12.89美元。根據Google Finance Data的數據，Mara於2月26日結束了交易日，上升了0.28％，至12.45美元。