2024 年比特币矿工转向人工智能和 HPC，影响减半

2024 年比特币减半后，矿商开始多元化发展人工智能和 HPC，以稳定收入来源，利用现有基础设施满足人工智能不断增长的需求。

Bitcoin miners are shifting towards Artificial Intelligence (AI) and High-Performance Computing (HPC) as a strategy to stabilize revenue streams amid the 2024 Bitcoin halving, which reduced mining profitability. This pivot is leveraging miners' existing infrastructure to meet AI's growing demand.

比特币矿工正在转向人工智能 (AI) 和高性能计算 (HPC)，作为在 2024 年比特币减半期间稳定收入流的策略，比特币减半降低了挖矿盈利能力。这一重心正在利用矿工现有的基础设施来满足人工智能不断增长的需求。

The 2024 Bitcoin halving has prompted a significant shift among Bitcoin miners, who are now exploring diversification into Artificial Intelligence (AI) and High-Performance Computing (HPC) as a strategy to counteract declining profitability and market volatility. This strategic pivot is leveraging miners' existing infrastructure to fulfill the rising demand for AI workloads, providing potentially more stable revenue streams compared to traditional Bitcoin mining, according to blog.bitfinex.com.

2024 年比特币减半促使比特币矿工发生重大转变，他们目前正在探索人工智能 (AI) 和高性能计算 (HPC) 领域的多元化，作为应对盈利能力下降和市场波动的战略。据 blog.bitfinex.com 称，这一战略重点是利用矿工现有的基础设施来满足对人工智能工作负载不断增长的需求，与传统的比特币挖矿相比，提供潜在的更稳定的收入流。

Has the 2024 Bitcoin Halving Caused Bitcoin Miners to Seek Other Revenue Streams?

2024 年比特币减半是否导致比特币矿工寻求其他收入来源？

The recent shift by Bitcoin miners towards AI and HPC infrastructure reflects the evolving dynamics of the mining industry. Historically dependent on Bitcoin mining profitability, which has been adversely affected by the 2024 Bitcoin halving, miners are now utilizing their established infrastructure to explore new revenue avenues. This transition is driven by the escalating demand for computational power in AI, necessitated by advancements in generative AI and machine learning technologies.

比特币矿工最近转向人工智能和高性能计算基础设施反映了采矿业不断发展的动态。矿商历来依赖比特币挖矿盈利能力，但比特币挖矿盈利能力受到 2024 年比特币减半的不利影响，现在矿商们正在利用其现有的基础设施探索新的收入途径。这一转变是由人工智能计算能力不断增长的需求推动的，而生成式人工智能和机器学习技术的进步也是必要的。

Central to this shift is miners' ability to repurpose their existing assets, such as low-cost power access and large-scale data centers. Several mining companies have initiated partnerships with AI firms or are independently retrofitting their facilities to accommodate AI workloads. For instance, Core Scientific's hosting agreement with AI-focused CoreWeave is project to generate billions in revenue over a 12-year contract. Similarly, Hut 8 Corp. and Iris Energy are integrating AI into their operations by deploying NVIDIA GPUs for AI modeling and cloud services.

这一转变的核心是矿工重新利用现有资产的能力，例如低成本电力接入和大型数据中心。一些矿业公司已经与人工智能公司建立了合作伙伴关系，或者正在独立改造其设施以适应人工智能工作负载。例如，Core Scientific 与专注于人工智能的 CoreWeave 签订的托管协议预计将在 12 年合同中产生数十亿美元的收入。同样，Hut 8 Corp. 和 Iris Energy 正在通过部署用于 AI 建模和云服务的 NVIDIA GPU 将 AI 集成到其运营中。

What Does This Pivot to AI Mean for the Bitcoin Mining Industry?

转向人工智能对比特币矿业意味着什么？

Bitcoin miners' transition to AI and HPC is primarily driven by economic necessity and strategic opportunity. The halving of Bitcoin block rewards in 2024 significantly reduced the profitability of mining operations, amplifying the impact of Bitcoin's price volatility and increasing network difficulty. Diversifying into AI offers a more stable and predictable revenue stream, as the demand for AI infrastructure continues to grow, driven by advancements in generative AI and machine learning.

比特币矿工向人工智能和高性能计算的过渡主要是由经济必要性和战略机遇驱动的。 2024年比特币区块奖励减半，显着降低了挖矿业务的盈利能力，放大了比特币价格波动的影响，增加了网络难度。随着生成式人工智能和机器学习进步的推动，对人工智能基础设施的需求持续增长，人工智能多元化提供了更稳定、更可预测的收入来源。

This shift raises questions about the long-term implications for Bitcoin's network security, which relies on a transaction fee-based model and a distributed mining ecosystem to maintain its decentralized ledger. As miners allocate resources and power capacity to AI operations, the network's total hash rate could decline, potentially increasing vulnerability to attacks. However, this risk might be mitigated by newer, more efficient mining hardware and Bitcoin's difficulty adjustment algorithm, which maintains regular mining intervals.

这种转变引发了人们对比特币网络安全长期影响的质疑，比特币网络安全依赖基于交易费用的模型和分布式挖矿生态系统来维护其去中心化账本。随着矿工将资源和电力容量分配给人工智能操作，网络的总哈希率可能会下降，从而可能增加遭受攻击的脆弱性。然而，更新、更高效的挖矿硬件和维持定期挖矿间隔的比特币难度调整算法可能会减轻这种风险。

Has AI Been More Profitable for Mining Firms than Bitcoin Mining?

对于矿业公司来说，人工智能比比特币挖矿更有利可图吗？

The profitability of AI compared to Bitcoin mining for traditional mining firms depends on several factors, including energy costs, hardware investment, and market conditions. AI workloads, especially those involving large language models or HPC tasks, offer predictable revenue streams through long-term contracts with enterprise clients. For some mining firms, these contracts provide a level of financial predictability that Bitcoin mining cannot match, making AI an attractive diversification strategy.

与传统矿业公司的比特币挖矿相比，人工智能的盈利能力取决于几个因素，包括能源成本、硬件投资和市场条件。人工智能工作负载，特别是那些涉及大型语言模型或高性能计算任务的工作负载，通过与企业客户的长期合同提供可预测的收入流。对于一些矿业公司来说，这些合约提供了比特币挖矿无法比拟的财务可预测性，使人工智能成为有吸引力的多元化战略。

Bitcoin miners have largely avoided diversifying into mining other digital assets due to the specialized nature of their existing hardware. Bitcoin mining relies on ASICs optimized for the SHA-256 hashing algorithm, which cannot be easily repurposed for other cryptocurrencies. The pivot to AI offers a more versatile opportunity, leveraging existing facilities to support AI workloads using general-purpose GPUs.

由于现有硬件的特殊性，比特币矿工在很大程度上避免了多元化开采其他数字资产。比特币挖矿依赖于针对 SHA-256 哈希算法进行优化的 ASIC，该算法不能轻易地重新用于其他加密货币。转向人工智能提供了更通用的机会，利用现有设施来支持使用通用 GPU 的人工智能工作负载。