比特币矿工在收益减半的影响下将业务扩展到采矿之外

比特币减半事件之后，矿工们通过将人工智能 (AI) 集成到他们的产品中来实现业务多元化。这种向人工智能的转变源于对人工智能计算和基础设施的需求不断增长带来的收入增长潜力。 BitDeer 和 Core Scientific 等公司已经转向人工智能云服务和数据中心应用程序，而其他公司则正在探索人工智能之外的选择，例如能量收集。

Bitcoin Miners Diversify Operations Beyond Mining as Halving Event Impacts Earnings

由于减半事件影响收益，比特币矿工将业务多元化至采矿以外

Following the Bitcoin (BTC) network's fourth halving event on April 20, which reduced miners' BTC rewards by 50%, a shift is underway within the mining industry. Analysts at crypto fund manager CoinShares anticipate an increased transition of miners towards artificial intelligence (AI), particularly in regions with secure energy supply, due to the potential for enhanced revenue streams.

继 4 月 20 日比特币 (BTC) 网络第四次减半事件导致矿工的 BTC 奖励减少 50% 后，采矿业正在发生转变。加密货币基金管理公司 CoinShares 的分析师预计，由于收入来源增加的潜力，矿工将更多地转向人工智能（AI），特别是在能源供应安全的地区。

Harris Basit, Chief Strategy Officer of BitDeer, revealed that the company has allocated 25% of its staff to research and development initiatives aimed at exploring innovative revenue channels. As a result, BitDeer has introduced AI cloud offerings and 4nm mining rigs.

BitDeer 首席战略官 Harris Basit 透露，该公司已分配 25% 的员工用于旨在探索创新收入渠道的研发计划。因此，BitDeer 推出了 AI 云产品和 4nm 矿机。

Core Scientific, another major mining firm, has been diversifying its service offerings for the past five years. Adam Sullivan, a high-ranking executive at Core Scientific, explained that the company's Dalton data center hosts GPUs and Nvidia DGX systems for AI computing, representing a high-value application. Core Scientific has also partnered with CoreWeave, a leading cloud service provider, to offer infrastructure for machine learning and similar applications.

另一家大型矿业公司 Core Scientific 在过去五年中一直在实现服务产品多元化。 Core Scientific 的高级管理人员 Adam Sullivan 解释说，该公司的道尔顿数据中心托管着用于 AI 计算的 GPU 和 Nvidia DGX 系统，代表着高价值的应用。 Core Scientific 还与领先的云服务提供商 CoreWeave 合作，为机器学习和类似应用程序提供基础设施。

Over the past year, the demand for AI computing and infrastructure has surged, driven by the substantial workloads required for emerging machine-learning applications. Companies such as BitDigital, Core Scientific, Hut 8, Hive, and Terawfulf have already integrated AI into their operations, while others are preparing to do so.

过去一年，新兴机器学习应用所需的大量工作负载推动了对人工智能计算和基础设施的需求激增。 BitDigital、Core Scientific、Hut 8、Hive 和 Terawfulf 等公司已经将人工智能集成到其运营中，而其他公司也正在准备这样做。

However, transitioning from BTC mining to AI presents challenges, as repurposing existing infrastructure and equipment is not straightforward. The requirements for data centers and networking infrastructure differ significantly between the two domains. Moreover, ASICs (Application-Specific Integrated Circuits), designed specifically for BTC mining, are not suitable for supporting AI infrastructure.

然而，从比特币挖矿向人工智能的过渡面临着挑战，因为重新利用现有基础设施和设备并不简单。这两个领域对数据中心和网络基础设施的要求存在显着差异。此外，专为BTC挖矿设计的ASIC（专用集成电路）并不适合支持人工智能基础设施。

Some mining firms are exploring options beyond AI. Marathon Digital CEO Fred Thiel disclosed that the company has established an energy harvesting subsidiary. Marathon Digital receives compensation through this subsidiary for converting biomass and stranded methane into heat energy.

一些矿业公司正在探索人工智能之外的选择。 Marathon Digital 首席执行官 Fred Thiel 透露，该公司已经成立了一家能量收集子公司。 Marathon Digital 通过该子公司获得将生物质和滞留甲烷转化为热能的补偿。

Thiel emphasized that while this subsidiary currently reduces Marathon Digital's mining costs, the long-term goal is to scale its operations to generate the majority of the company's revenue following the next Bitcoin halving event in 2028. Earlier this year, Marathon Digital also launched the Anduro network to facilitate the creation of multiple sidechains.

Thiel 强调，虽然该子公司目前降低了 Marathon Digital 的挖矿成本，但长期目标是扩大其运营规模，以便在 2028 年下一次比特币减半事件后产生公司的大部分收入。今年早些时候，Marathon Digital 还推出了 Anduro网络以促进多个侧链的创建。

The shift towards AI and other revenue-generating strategies among Bitcoin miners highlights their adaptability in response to the halving event. As the Bitcoin mining landscape evolves, diversification will likely become increasingly crucial for the long-term viability of mining operations.

比特币矿工向人工智能和其他创收策略的转变凸显了他们应对减半事件的适应性。随着比特币挖矿格局的发展，多元化对于挖矿业务的长期生存可能变得越来越重要。