Riot Platforms Inc RIOT 策略轉向人工智慧和 HPC，分析師反應積極

Riot Platforms Inc RIOT 做出了一個正在改變其未來發展軌跡的策略支點。該公司宣布將暫停其比特幣 BTC/USD

Bitcoin Miner Riot Pauses BTC Mining Expansion, Pivots To AI Feasibility Study

比特幣礦商 Riot 暫停 BTC 挖礦擴張，轉向人工智慧可行性研究

Riot Platforms Inc (NASDAQ:RIOT) announced a new initiative to pause its Bitcoin mining expansion at Corsicana and conduct a feasibility study on converting its remaining capacity to artificial intelligence (AI) and high-performance computing (HPC) use.

Riot Platforms Inc（NASDAQ：RIOT）宣布了一項新計劃，暫停其在科西卡納的比特幣挖礦擴張，並就將其剩餘產能轉換為人工智慧(AI) 和高性能計算(HPC) 使用進行可行性研究。

This move has sparked a positive response from JPMorgan analyst Reginald L. Smith, who says he finds the decision “encouraging.”

此舉引起了摩根大通分析師雷金納德·L·史密斯的積極回應，他表示這一決定「令人鼓舞」。

Analyst Reaction: A Positive Shift For Riot

分析師反應：Riot 的正向轉變

Smith has been advocating for Riot to explore AI at its Corsicana facility and this announcement aligns with his long-held views. In his report, he describes the move as "encouraging," noting that the feasibility study is an important step in Riot’s potential future diversification.

史密斯一直主張 Riot 在其科西卡納工廠探索人工智慧，這項聲明符合他長期以來的觀點。他在報告中稱此舉“令人鼓舞”，並指出可行性研究是 Riot 未來潛在多元化的重要一步。

The analysts’ stance reflects a growing belief that Riot could tap into a new revenue stream beyond the fluctuating world of cryptocurrency mining.

分析師的立場反映出人們越來越相信 Riot 可以在波動的加密貨幣挖礦世界之外開闢新的收入來源。

Potential For AI Success At Corsicana

人工智慧在科西卡納取得成功的潛力

One of the key reasons behind Smith’s optimism is the Corsicana site's scale and location. Riot's 400 MW Corsicana facility is one of the few bitcoin mining sites in the country that meets the criteria for AI and HPC workloads.

史密斯樂觀的主要原因之一是科西卡納遺址的規模和位置。 Riot 的 400 MW Corsicana 設施是全國少數符合人工智慧和 HPC 工作負載標準的比特幣礦場之一。

The site is within 100 miles of major metro areas, which is crucial for high-latency AI applications. While there are no guarantees, Smith sees the opportunity as significant, especially as Riot accelerates its outreach to potential AI partners.

該站點距離主要都市區不到 100 英里，這對於高延遲 AI 應用至關重要。雖然沒有任何保證，但史密斯認為這個機會非常重要，尤其是在 Riot 加速與潛在人工智慧合作夥伴的接觸中。

Impact On Riot's Bitcoin Mining Future

對 Riot 比特幣挖礦未來的影響

While Smith is bullish on the AI pivot, there are trade-offs. Riot is scaling back its 2025 bitcoin mining goals, lowering its hashrate target by 19% to 38.4 EH/s and cutting its capital expenditures for the year by $245 million.

儘管史密斯看好人工智慧轉向，但也存在著權衡。 Riot 正在縮減 2025 年比特幣挖礦目標，將算力目標降低 19% 至 38.4 EH/s，並將今年的資本支出削減 2.45 億美元。

These reductions reflect a shift in resources, but analysts remain hopeful that this new direction will pay dividends in the long run.

這些減少反映了資源的轉移，但分析師仍然希望這個新方向從長遠來看會帶來紅利。

While the AI shift might bring short-term uncertainties, Smith's encouraging outlook suggests that this could be the beginning of a transformative phase for Riot Platforms.

雖然人工智慧的轉變可能會帶來短期不確定性，但史密斯令人鼓舞的前景表明，這可能是防暴平台轉型階段的開始。

Investors will be watching closely to see how the feasibility study unfolds.

投資者將密切關注可行性研究的進展。