2024 年，比特币 (BTC) 矿工在升级上花费了 3.6B 美元 — TheMinerMag

上市矿业公司总共花费了 36 亿美元用于工厂、财产和设备 (PP&E) 升级——包括新的采矿硬件

Public mining companies spent a combined $3.6 billion on plant, property, and equipment (PP&E) upgrades — including new mining hardware — measured on a year-to-date basis.

按年初至今衡量，上市矿业公司在厂房、财产和设备 (PP&E) 升级（包括新采矿硬件）上总共花费了 36 亿美元。

According to TheMinerMag, 16 mining companies collectively raised over $5 billion so far in 2024, with Q3 representing the period with the highest amount of PP&E spending since Q1 2022.

据 TheMinerMag 称，2024 年迄今为止，16 家矿业公司总共筹集了超过 50 亿美元，其中第三季度是自 2022 年第一季度以来 PP&E 支出最高的时期。

Net spending on PP&E. Source: TheMinerMag

财产、厂房和设备 (PP&E) 净支出。资料来源：TheMinerMag

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Mining companies’ PP&E spending in November 2024

2024 年 11 月矿业公司 PP&E 支出

Bitfarms signed a miner hosting agreement with Stronghold on Nov. 1, which included provisions to host an additional 10,000 Bitcoin mining units at its facility in Pennsylvania.

Bitfarms 于 11 月 1 日与 Stronghold 签署了一份矿机托管协议，其中包括在其位于宾夕法尼亚州的工厂另外托管 10,000 个比特币矿机的条款。

Around the same time, CleanSpark — a company focused on renewable Bitcoin mining — announced plans to build 400 megawatts of mining infrastructure following its acquisition of mining company GRIID in October 2024.

大约在同一时间，专注于可再生比特币挖矿的 CleanSpark 公司宣布，在 2024 年 10 月收购挖矿公司 GRIID 后，计划建设 400 兆瓦的挖矿基础设施。

On Nov. 11, Hive Digital purchased 6,500 application-specific integrated circuits (ASICs) for the company’s upcoming Paraguay facility, which is currently under construction.

11 月 11 日，Hive Digital 为该公司即将在巴拉圭建设的工厂购买了 6,500 个专用集成电路 (ASIC)，该工厂目前正在建设中。

ASIC hardware giant Bitmain comes under fire

ASIC 硬件巨头比特大陆饱受诟病

Chip designer Xiamen Sophgo — a China-based company with links to Bitmain — recently came under investigation by United States officials for allegedly using the same computer chips found in Huawei’s Ascend 910B AI processor.

与比特大陆有联系的中国公司芯片设计公司厦门硕高最近因涉嫌使用与华为 Ascend 910B AI 处理器相同的计算机芯片而受到美国官员的调查。

For context, Huawei, a China-based technology company and mobile device manufacturer, came under US sanctions in 2020. The company was accused of threatening US national security by using backdoors in its technology that could be exploited by the Chinese government to spy on US citizens and access sensitive data.

就背景而言，华为是一家中国科技公司和移动设备制造商，于 2020 年受到美国制裁。该公司被指控在其技术中使用后门，威胁美国国家安全，中国政府可能利用这些后门监视美国公民并访问敏感数据。

Bitmain releases a statement distancing itself from media claims of a business relationship with Huawei. Source: Bitmain

比特大陆发表声明，与媒体有关与华为有业务关系的说法保持距离。来源：比特大陆

Following the controversy, Xiamen Sophgo and Bitmain released statements denying claims of having a business relationship with Huawei and violating US sanctions.

争议发生后，厦门索菲戈和比特大陆发表声明，否认与华为有业务关系并违反美国制裁的说法。

Despite the statements, a shipment of Bitmain Antminers — ASIC devices used to mine crypto — remains frozen at US ports by the Customs and Border Protection Agency.

尽管有这些声明，一批比特大陆蚂蚁矿机——用于挖掘加密货币的 ASIC 设备——仍然被海关和边境保护局冻结在美国港口。

The customs agency is allegedly demanding a $200,000 fee to clear the shipment — sparking fear, uncertainty, and doubt that sanctions and geopolitical tensions could create a supply crunch on the backordered and sorely needed mining hardware in the future.

据称，海关机构要求支付 20 万美元的费用来清关这批货物，这引发了人们的恐惧、不确定性和怀疑，即制裁和地缘政治紧张局势可能会导致未来缺货和急需的采矿硬件出现供应紧缩。