据报道，Microsoft废除AI数据中心投资计划后，比特币（BTC）采矿股将下降

据报道，科技巨头微软报废了在美国和欧洲投资新的人工智能数据中心的计划之后，比特币（BTC）采矿股已下降

Crypto mining stocks are on Thursday after tech giant Microsoft (NASDAQ:) scrapped plans to invest in new artificial intelligence data centers in the US and Europe, citing a potential oversupply, according to a report by Bloomberg and data from Google Finance.

根据彭博社的一份报告，加密矿业的股票是在科技巨头微软（纳斯达克:)取消计划投资于美国和欧洲新的人工智能数据中心的计划之后的周四。

Shares of crypto miners Bitfarms (NASDAQ:), CleanSpark (NASDAQ:), Core Scientific (NASDAQ:), Hut 8 (NASDAQ:CRYPTO:HT8), Marathon Digital (NASDAQ:) and Riot (NASDAQ:) dropped between 4% and 12% in tandem with the news, the data showed.

Shares of crypto miners Bitfarms (NASDAQ:), CleanSpark (NASDAQ:), Core Scientific (NASDAQ:), Hut 8 (NASDAQ:CRYPTO:HT8), Marathon Digital (NASDAQ:) and Riot (NASDAQ:) dropped between 4% and 12% in tandem with the news, the data showed.

The stock price movements highlight cryptocurrency miners’ increased dependence on business from artificial intelligence models after the Bitcoin (BTC) network’s April 2024 “halving” cut into mining revenues.

股票价格变动突出了加密货币矿工对人工智能模型（BTC）网络2024年4月“减少”矿业收入后对业务的依赖。

Miners are “diversifying into AI data-center hosting as a way to expand revenue and repurpose existing infrastructure for high-performance computing,” Coin Metrics said in a March report.

Coin Metrics在3月的一份报告中说，矿工正在“多元化为AI数据中心托管，以扩大收入并重新利用现有的基础设施以进行高性能计算。”

For example, in June 2024, Core Scientific pledged 200 megawatts of hardware capacity to support CoreWeave’s artificial intelligence workloads.

例如，在2024年6月，核心科学保证了200兆瓦的硬件能力，以支持CoreWeave的人工智能工作量。

In August 2024, asset manager VanEck said Bitcoin mining stocks could collectively see a roughly $37 billion bump to market capitalizations if they invest heavily in supporting AI.

资产经理Vaneck于2024年8月表示，如果比特币矿业股票在支持AI方面进行大量投资，则可以集体看到大约370亿美元的市值。

However, miners have struggled this year as declining crypto prices worsen pressures on businesses already impacted by April’s halving, JPMorgan said in March.

但是，矿工在今年的挣扎中挣扎，加密价格下跌加剧了已经受到四月减半影响的企业的压力。

A recent report by analysts at TD Cowen said Microsoft had abandoned plans to build several new data centers that would have generated some 2 gigawatts of power, according to Bloomberg.

据彭博社称，TD Cowen分析师最近的一份报告说，微软已经放弃了建立几个新数据中心的计划，这些数据中心将产生约2吉瓦的权力。

The analysts reportedly attributed Microsoft’s pullback to a perceived oversupply of computing capacity for AI models, as well as the tech giant’s decision to forgo some planned collaborations with ChatGPT maker OpenAI.

据报道，分析师将微软的回调归因于对AI模型的计算能力的过度供应，以及这家技术巨头决定放弃与Chatgpt Maker OpenAI的一些计划合作。

In the past six months, Microsoft has canceled various data center leases and delayed plans to onboard more capacity, according to Bloomberg.

据彭博社报道，在过去的六个月中，微软取消了各种数据中心租赁，并推迟了在船上更大容量的计划。

Microsoft’s data center investments are expected to slow further in the second half of 2025 as the company finishes $80 billion in planned buildouts and pivots to outfitting existing centers with hardware and equipment, Bloomberg said.

彭博（Bloomberg）说，微软的数据中心投资预计将在2025年下半年进一步放缓，因为该公司完成了800亿美元的计划中的建筑物和枢轴，以用硬件和设备为现有中心配备。