Core Scientific 與 CoreWeave 簽約以擴展其人工智慧 (AI) 能力

該聯盟將在 12 年內開發價值 86 億美元的基礎設施，容量達 500 兆瓦。

Bitcoin mining company Core Scientific now has a binding agreement with CoreWeave to increase its artificial intelligence (AI) capacity. The alliance, which is valued at $8.6 billion over 12 years, will see 500 megawatts of infrastructure developed.

比特幣挖礦公司 Core Scientific 現已與 CoreWeave 簽訂了具有約束力的協議，以提高其人工智慧 (AI) 能力。該聯盟在 12 年內價值 86 億美元，將開發 500 兆瓦的基礎設施。

Several Bitcoin miners—including companies like Hut 8 and HIVE—are moving resources to artificial intelligence, which is having a significant impact on profitability, especially after the fourth Bitcoin halving in April.

一些比特幣礦工——包括 Hut 8 和 HIVE 等公司——正在將資源轉向人工智慧，這對盈利能力產生了重大影響，特別是在 4 月第四次比特幣減半之後。

$CORZ announced exercise of final contract option by CoreWeave this morning for delivery of ~120 MW of digital infrastructure to host high-performance computing operations.

$CORZ 今天早上宣布 CoreWeave 行使最終合約選擇權，交付約 120 兆瓦的數位基礎設施來託管高效能運算業務。

-Expands total contracted #HPC infrastructure by CoreWeave to ~500 MW of critical IT load at… pic.twitter.com/zUmmfGFhnd

-將 CoreWeave 簽約的 #HPC 基礎設施總量擴展至約 500 MW 的關鍵 IT 負載… pic.twitter.com/zUmmfGFhnd

— Core Scientific (@Core_Scientific) October 22, 2024

- 核心科學 (@Core_Scientific) 2024 年 10 月 22 日

Core Scientific began working in artificial intelligence as early as 2019, well ahead of many other companies in the sector. “Core Scientific started out as a data center operator, mainly providing colocation services as opposed to proprietary mining,” said Wolfie Zhao, head of research at BlocksBridge Consulting.

Core Scientific早在2019年就開始涉足人工智慧領域，遠遠領先於該領域的許多其他公司。 「Core Scientific 最初是一家資料中心營運商，主要提供託管服務，而不是專有挖礦，」BlocksBridge Consulting 的研究主管 Wolfie Zhu 表示。

This experience allowed the company to integrate artificial intelligence clusters into its operations while continuing to mine Bitcoin at a large scale.

這一經驗使該公司能夠將人工智慧集群整合到其營運中，同時繼續大規模開採比特幣。

CoreWeave's final contract option for ~120 MW of additional digital infrastructure to host high-performance computing operations has been exercised.

CoreWeave 關於約 120 MW 額外數位基礎設施以託管高效能運算作業的最終合約選項已執行。

This expands CoreWeave's total contracted HPC infrastructure to ~500 MW of critical IT load at Core Scientific's facilities in Georgia.

這將 CoreWeave 位於喬治亞州的 Core Scientific 工廠的合約 HPC 基礎設施總量擴大到約 500 MW 的關鍵 IT 負載。

Core Scientific’s early involvement in AI and expanding partnership with CoreWeave

Core Scientific 早期涉足人工智慧並擴大與 CoreWeave 的合作夥伴關係

As a result of this collaboration, Core Scientific's presence in the artificial intelligence market is being further strengthened. “It didn't just come out of the blue,” said Russell Cann, chief development officer of Core Scientific. “Our partnership with CoreWeave has been enduring.”

透過此次合作，Core Scientific 在人工智慧市場的影響力進一步加強。 「它並不是突然出現的，」Core Scientific 首席開發長 Russell Cann 說。 “我們與 CoreWeave 的合作關係一直很持久。”

Together, we have worked on many engineering elements as they have grown their GPU cloud business, and the company is able to adapt infrastructure for specific use cases, which differentiates them from competitors, Cann added.

Cann 補充道，隨著他們發展 GPU 雲端業務，我們共同開發了許多工程元素，並且該公司能夠針對特定用例調整基礎設施，這使他們與競爭對手區分開來。

The operational and financial requirements for AI infrastructure are much higher than those for Bitcoin mining. “The capital requirements for purpose-built infrastructure and GPUs for AI workloads are so high that capital allocators can't afford to take operational risks,” said CJ Burnett, chief revenue officer of Compass Mining.

人工智慧基礎設施的營運和財務要求遠高於比特幣挖礦。 Compass Mining 首席營收長 CJ Burnett 表示：“用於人工智慧工作負載的專用基礎設施和 GPU 的資本要求非常高，以至於資本分配者無法承擔營運風險。”

While Bitcoin mining sites can operate in remote locations with intermittent power, AI clusters require constant uptime and factor in backup systems and cooling techniques that drive up the costs.

雖然比特幣挖礦站點可以在偏遠地區以間歇性電源運行，但人工智慧叢集需要持續的正常運行時間，並考慮到備份系統和冷卻技術，這會增加成本。

In other news, CNF previously reported that BitFuFu has acquired an 80-MW Bitcoin mining farm in Ethiopia, aiming to reduce operational costs and increase capacity. With the addition of this new facility, BitFuFu will expand its hosting capacity to over 600 MW, further bolstering its global mining infrastructure.

其他消息方面，CNF先前報導稱，BitFuFu已收購埃塞俄比亞一座80兆瓦的比特幣礦場，旨在降低營運成本並提高產能。隨著這個新設施的增加，BitFuFu 將把其託管能力擴大到 600 兆瓦以上，進一步加強其全球挖礦基礎設施。

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