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該公司於 1 月退出美國破產法第 11 章破產保護,並在華爾街重新上市。自捲土重來以來,該公司股價已飆升近260%。
Bitcoin Mining Giant Core Scientific To Unveil New Strategy At Benzinga's Future Of Digital Assets Event
比特幣礦業巨頭 Core Scientific 將在 Benzinga 數位資產未來活動上公佈新策略
Core Scientific Inc (NYSE:CORZ) would be looking back at 2024 as a turnaround year after emerging from Chapter 11 bankruptcy in January and getting its shares relisted on Wall Street. The company's stock price has surged nearly 260% since making a comeback on the bourse.
Core Scientific Inc(NYSE:CORZ)在 1 月擺脫美國破產法第 11 章破產保護並在華爾街重新上市後,將 2024 年視為扭虧為盈的一年。自複牌以來,該公司股價已飆升近260%。
The company's remarkable resurgence was largely driven by a recovery in Bitcoin (CRYPTO: BTC) price, which had fallen to $16,000 when Core Scientific filed for bankruptcy in December 2022. The company also pivoted to a high-performance computing (HPC) model during the period.
該公司的顯著復甦很大程度上是由比特幣(加密貨幣:BTC)價格的復甦推動的,當 Core Scientific 在 2022 年 12 月申請破產時,比特幣價格已跌至 16,000 美元。
"Demand for data center capacity for artificial intelligence applications has outstripped supply, creating a favorable environment for HPC providers like Core Scientific," the company said in a statement.
該公司在一份聲明中表示:“人工智慧應用程式對資料中心容量的需求已經超過了供應,這為 Core Scientific 等 HPC 提供者創造了有利的環境。”
Benzinga had the opportunity to speak with Adam Sullivan, CEO of Core Scientific, about the company's strategy and the evolving dynamics of the industry in the U.S.
Benzinga 有機會與 Core Scientific 執行長 Adam Sullivan 交談,了解該公司的策略以及美國產業的發展動態
Halving Woes And The Pivot To AI
困境減半並轉向人工智慧
Sullivan acknowledged the industry's pains, especially after the April halving, that slashed block rewards, a major component of mining revenue, by 50%.
沙利文承認該行業的痛苦,特別是在 4 月減半之後,區塊獎勵(挖礦收入的主要組成部分)大幅削減了 50%。
"Post-halving, our strategy remained focused on maximizing fleet performance and profitability through a combination of factors, including hash price, local power costs, and environmental considerations," the CEO disclosed.
這位執行長透露:“減半後,我們的策略仍然側重於透過綜合因素(包括算力價格、當地電力成本和環境因素)最大限度地提高車隊性能和盈利能力。”
"We conducted extensive scenario analysis to understand the impact of different hash price assumptions on our business."
“我們進行了廣泛的場景分析,以了解不同的哈希價格假設對我們業務的影響。”
Sullivan added that the company's HPC strategy was shaped over the last 18 months, as it spotted a supply-demand balance in the high-power data center market.
Sullivan 補充說,該公司的 HPC 策略是在過去 18 個月中形成的,因為它發現了高功率資料中心市場的供需平衡。
"This strategy complements our Bitcoin mining business, which is inherently volatile, with a predictable, long-term, and profitable revenue stream from the AI business," Sullivan said.
沙利文表示:“這一策略補充了我們的比特幣挖礦業務,該業務本質上是不穩定的,但人工智慧業務可以帶來可預測的、長期的、有利可圖的收入來源。”
Earlier in June, Core Scientific entered into a 12-year contract with Nvidia-backed cloud provider CoreWeave to provide infrastructure for AI use cases.
6 月初,Core Scientific 與 Nvidia 支援的雲端供應商 CoreWeave 簽訂了為期 12 年的合同,為 AI 用例提供基礎設施。
Sullivan said the company expected $6.7 billion in revenue as a result of the deal, positioning itself as one of the biggest publicly traded data center companies in the U.S.
沙利文表示,該公司預計這筆交易將帶來 67 億美元的收入,將自己定位為美國最大的上市資料中心公司之一
Historic Deal With Jack Dorsey's Block In Line With Trump's “America First” Vision?
與傑克·多爾西的封鎖達成的歷史性協議符合川普的「美國優先」願景嗎?
Bitcoin mining has received support from Republican presidential candidate Donald Trump, who wanted all remaining Bitcoins to be mined in the U.S.
比特幣挖礦得到了共和黨總統候選人唐納德·川普的支持,他希望所有剩餘的比特幣都在美國開採
"We welcome support from all elected officials, from the White House to Congress to local legislatures and city councils," Sullivan said in response to a question on the matter.
沙利文在回答有關此事的問題時表示:“我們歡迎所有民選官員的支持,從白宮到國會再到地方立法機構和市議會。”
"We believe that Bitcoin and artificial intelligence represent strategic technologies that the United States must support and nurture to ensure continued leadership in the global arena."
“我們相信,比特幣和人工智慧代表了美國必須支持和培育的戰略技術,以確保在全球舞台上繼續保持領導地位。”
Sullivan also talked about Core Scientific's historic mining chip purchase from Jack Dorsey's company Block Inc (NYSE:SQ), departing away from the China-headquartered market leader Bitmain.
沙利文也談到了 Core Scientific 歷史性地從 Jack Dorsey 的公司 Block Inc(NYSE:SQ)購買挖礦晶片,從而脫離了總部位於中國的市場領導者比特大陸。
"We believe the new Block ASIC chips will improve our mining economics in terms of initial capital expenditures, ongoing maintenance, and performance," Sullivan stated.
「我們相信,新的 Block ASIC 晶片將在初始資本支出、持續維護和性能方面改善我們的挖礦經濟性,」Sullivan 說。
"This deal showcases the capabilities of domestic chipmakers, and we hope to see strong government backing paving the way for future success in this critical industry."
“這筆交易展示了國內晶片製造商的能力,我們希望看到政府的大力支持,為這一關鍵行業未來的成功鋪平道路。”
These insights set the stage for deeper discussions at the upcoming Benzinga Future of Digital Assets event on Nov. 19.
這些見解為 11 月 19 日即將舉行的 Benzinga 數位資產未來活動的更深入討論奠定了基礎。
See also: PayPal Steps Up Crypto Game, Allows US Merchants To Buy, Sell, And Hold Digital Assets
另請參閱:PayPal 加強加密貨幣遊戲,允許美國商家購買、出售和持有數位資產
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