比特币矿工防暴平台（Riot）发现自己是第二个激进投资者的目标

管理700亿美元资产的De Shaw的举动是在另一个激进投资者Starboard Value（大约90亿美元的AUM）的数周之后，在Riot中占据一席之地。

Bitcoin miner Riot Platforms (RIOT) received another activist investor, with Reuters reporting that investment management giant D.E. Shaw has taken an unspecified stake in the bitcoin miner.

比特币矿工Riot平台（RIOT）收到了另一位激进投资者，路透社报道说，投资管理巨头De Shaw在比特币矿工中占据了未指定的股份。

The move by D.E. Shaw, which manages $70 billion in assets, comes just weeks after another activist investor, Starboard Value (roughly $9 billion in AUM), took a position in Riot. At the time of Starboard's investment, the WSJ reported the investor as pushing Riot to convert some of its bitcoin mining sites into data centers that could host machines to enable high-performance computing (HPC) for big tech companies.

管理700亿美元资产的De Shaw的举动是在另一个激进投资者Starboard Value（大约90亿美元的AUM）的数周之后，在Riot中占据一席之地。在右舷投资时，WSJ报告说，投资者将Riot推动了一些比特币采矿地点将其转换为数据中心，这些数据中心可以托管机器以实现大型科技公司的高性能计算（HPC）。

Reuters didn't specify if D.E. Shaw will put similar pressure on the miner. However, the report noted, the investment firm has been known to sometimes pursue an activist strategy with a preference towards negotiating with companies out of the limelight.

路透社没有指定De Shaw是否会对矿工施加类似的压力。但是，该报告指出，众所周知，这家投资公司有时会采用激进主义者战略，而倾向于与众人瞩目的公司进行谈判。

Earlier this month, Riot said it started a formal evaluation of potential artificial intelligence/HPC uses for its remaining 600 megawatts (MW) of power capacity at one of its facilities. The bitcoin mining industry has faced an intense profit squeeze following the bitcoin halving earlier this year (which slashed mining profitability), leading some miners to look for ways to diversify their revenue sources. While there was some excitement in investor sentiment and share prices in recent months after Riot peer Core Scientific (CORZ) signed a multi-billion dollar deal with a hyperscaler — a firm operating large-scale data centers for cloud computing and AI — that vanished this week with the emergence of China's DeepSeek, which reportedly will require only a tiny fraction of the computing power U.S.-based AI plays were thought to need.

Riot表示，它在其剩余的600兆瓦（MW）的功率之一开始对潜在的人工智能/HPC使用正式评估。在今年早些时候比特币减少了比特币，比特币采矿业面临巨大的利润（削减了采矿盈利能力），导致一些矿工寻找使收入来源多样化的方法。虽然在Riot Peer Core Scientific（Corz）与HyperScaler签署了一笔数十亿美元的交易，但近几个月来，投资者的情绪和股价令人兴奋，这是一家大型公司的公司，用于云计算和AI的大规模数据中心 - 消失了这一点随着中国的DeepSeek的出现，一周，据报道，这只需要一小部分美国基于美国的AI戏剧而被认为需要。

CORZ, to name just one, is lower by about 30% since Monday. For its part RIOT is lower by 18% over the same period and is roughly flat on a year-over-year basis. Shares are up 1% today.

自周一以来，科尔兹仅举一个，降低了30％。在同一时期，骚乱的速度降低了18％，并且同比持平。今天的股价上涨了1％。