比特币 (BTC) 矿工 Core Scientific (CORZ) 和 Iris Energy (IREN) 重新定位以进军高增长的人工智能市场

在比特币最近涨至 70,000 美元以上以及转向以人工智能为中心的商业模式的推动下，比特币 (BTC) 采矿业正在重新燃起投资者的兴趣

Bitcoin (BTC) mining stocks are back in focus, thanks to Bitcoin’s recent rally past $70,000 and a shift toward AI-focused business models among key mining players.

由于比特币最近涨至 70,000 美元以上，以及主要矿业公司转向以人工智能为中心的商业模式，比特币 (BTC) 矿业股重新成为焦点。

After a sluggish mid-2024 performance due to pressures from Bitcoin’s halving event, companies like Core Scientific (NASDAQ: CORZ) and Iris Energy (NASDAQ: IREN) are repositioning themselves to tap into the high-growth AI market.

由于比特币减半事件的压力，2024 年中期业绩表现低迷，Core Scientific（纳斯达克股票代码：CORZ）和 Iris Energy（纳斯达克股票代码：IREN）等公司正在重新定位自己，以进军高增长的人工智能市场。

These two stocks stand out as they leverage their extensive infrastructure to venture into high-performance computing, making them promising investment opportunities in the converging worlds of Bitcoin mining and AI.

这两只股票之所以脱颖而出，是因为它们利用广泛的基础设施涉足高性能计算领域，使其在比特币挖矿和人工智能的融合领域拥有广阔的投资机会。

Core Scientific (NASDAQ: CORZ) stockCore Scientific, with a market cap of $3.7 billion and an enterprise value of $4.22 billion, is at the forefront of this pivot. The company has garnered renewed interest, especially from institutional investors holding over 55% of its shares.

Core Scientific（纳斯达克股票代码：CORZ）股票Core Scientific 的市值为 37 亿美元，企业价值为 42.2 亿美元，处于这一转型的前沿。该公司重新引起了人们的兴趣，尤其是持有其 55% 以上股份的机构投资者。

Core Scientific’s pivot to AI includes a transformative 12-year partnership with AI hyperscaler CoreWeave, a deal anticipated to generate up to $3.5 billion in revenue.

Core Scientific 转向 AI 的重点包括与 AI 超大规模提供商 CoreWeave 建立 12 年变革性合作伙伴关系，该交易预计将产生高达 35 亿美元的收入。

Through this agreement, CoreWeave’s total contracted high-performance computing capacity across five Core Scientific sites reaches 382 megawatts, solidifying Core Scientific’s standing in the expanding AI-driven computing sector.

通过这项协议，CoreWeave 在五个 Core Scientific 站点的合同高性能计算能力总额达到 382 兆瓦，巩固了 Core Scientific 在不断扩大的人工智能驱动计算领域的地位。

Jefferies analysts note that a successful rollout could attract other major tech firms, potentially securing Core Scientific’s role as a significant player in AI.

Jefferies 分析师指出，成功推出可能会吸引其他大型科技公司，从而有可能巩固 Core Scientific 作为人工智能领域重要参与者的地位。

To further strengthen its financial standing, Core Scientific has announced plans to issue $400 million in convertible senior notes maturing in 2029, with an option to increase the offering by an additional $60 million.

为了进一步增强其财务状况，Core Scientific 宣布计划发行 4 亿美元的可转换优先票据，将于 2029 年到期，并可选择将发行量额外增加 6000 万美元。

These notes will accrue interest semi-annually and offer holders the flexibility of conversion or redemption options. The funds have been strategically allocated to repay $267 million in high-interest debt, reducing the company’s interest rate from 12.5% to a manageable 3%.

这些票据将每半年产生利息，并为持有人提供转换或赎回选择的灵活性。这些资金被战略性地分配用于偿还 2.67 亿美元的高息债务，将公司的利率从 12.5% 降低至可控的 3%。

This move not only strengthens Core Scientific’s balance sheet but also boosts its cash reserves, providing the company with the flexibility to expand its high-performance computing capabilities and pursue future acquisitions and capital investments.

此举不仅增强了 Core Scientific 的资产负债表，还增加了其现金储备，使该公司能够灵活地扩展其高性能计算能力并进行未来的收购和资本投资。

With a current price of $14, Core Scientific’s strategic shift toward AI applications offers a compelling growth opportunity for investors looking to gain exposure to both AI and the mining sector.

目前 Core Scientific 的股价为 14 美元，其向人工智能应用的战略转变为希望涉足人工智能和采矿业的投资者提供了引人注目的增长机会。

Iris Energy Limited (NASDAQ: IREN) stockIris Energy, with a market cap of $2 billion and an enterprise value of $1.59 billion, has strategically expanded into AI, introducing a valuable new layer to its revenue streams and bolstering its growth potential.

Iris Energy Limited（纳斯达克股票代码：IREN）股票Iris Energy 的市值为 20 亿美元，企业价值为 15.9 亿美元，已战略性地扩展到人工智能领域，为其收入流引入了一个有价值的新层面，并增强了其增长潜力。

Institutional investors, holding a 44% stake according to StockAnalysis, support Iris Energy’s ambitions in AI. The company generated $3.1 million in revenue from its AI cloud services in fiscal year 2024, showcasing early success in this emerging segment.

根据 StockAnalysis 的数据，持有 44% 股份的机构投资者支持 Iris Energy 在人工智能领域的雄心。该公司在 2024 财年通过人工智能云服务创造了 310 万美元的收入，展示了这一新兴领域的早期成功。

Recently, Iris Energy invested $43.9 million to acquire 1,080 NVIDIA H200 GPUs, increasing its total GPU count to 1,896 high-performance units. This significant investment is expected to yield $32 million in annualized hardware profit, diversifying the company’s revenue stream beyond traditional Bitcoin mining. The stock is currently trading at $10.55.

最近，Iris Energy 投资 4390 万美元购买了 1,080 个 NVIDIA H200 GPU，将其 GPU 总数增加到 1,896 个高性能单元。这项重大投资预计将带来 3200 万美元的年化硬件利润，使公司的收入来源多元化，超越传统的比特币挖矿。该股目前交易价格为 10.55 美元。

Iris Energy’s plans also include exploring AI data center opportunities at its expansive 1.4 GW West Texas site, with Morgan Stanley managing the process to identify potential partners.

Iris Energy 的计划还包括在其西德克萨斯州 1.4 GW 的广阔基地探索人工智能数据中心的机会，并由摩根士丹利负责管理寻找潜在合作伙伴的流程。

The company reported an EBITDA of $19.6 million, a notable improvement from the previous year’s loss of $123.2 million. Bitcoin mining revenue reached a record $184.1 million, supported by operational efficiencies that keep its all-in mining cost per Bitcoin at $31,000.

该公司公布的 EBITDA 为 1,960 万美元，较上年 1.232 亿美元的亏损有了显着改善。比特币挖矿收入达到创纪录的 1.841 亿美元，运营效率将每比特币的总挖矿成本保持在 31,000 美元。

These achievements, coupled with Iris Energy’s ongoing transformation into AI services, underscore its adaptability and position it as a compelling investment option within the Bitcoin mining sector.

这些成就，加上 Iris Energy 不断向人工智能服务转型，凸显了其适应性，并将其定位为比特币挖矿领域引人注目的投资选择。

With Bitcoin holding firm above $70,000 and AI demand projected to grow, Core Scientific and Iris Energy are strategically poised to benefit from this convergence of AI and Bitcoin mining.

随着比特币价格稳定在 70,000 美元以上，并且人工智能需求预计将增长，Core Scientific 和 Iris Energy 从战略上准备从人工智能和比特币挖矿的融合中受益。

For investors looking to diversify, these stocks represent strong candidates in a rapidly evolving landscape.

对于寻求多元化的投资者来说，这些股票是快速发展的环境中的有力候选股票。