比特币采矿公司Mara Holdings枢轴枢轴是AI的“第二波”

比特币矿业公司Mara Holdings表示，现在希望利用AI的“第二波”，因为它在2024年第四季度发布了出色的成绩。

MARA Holdings (NASDAQ:MARA) is now looking to capitalize on the ‘second wave’ of artificial intelligence (AI) as it posted strong results for the fourth quarter of 2024.

Mara Holdings（NASDAQ：MARA）现在希望利用“第二波”人工智能（AI），因为它在2024年第四季度发布了出色的成绩。

In its Feb. 26 fourth quarter statement, MARA said it is aiming to become the base layer of infrastructure that powers AI and high-performance computing applications — similar to what Cisco (NASDAQ:CSCO) did in the “internet boom.”

在2月26日的第四季度声明中，Mara表示，它的目标是成为为AI和高性能计算应用程序提供支持的基础层面的基础层，类似于Cisco（Nasdaq：CSCO）在“ Internet Boom”中所做的事情。

“Whether for Bitcoin mining or AI inference, we believe our technologies will activate others to build while MARA provides the picks and shovels to deploy new systems and services, such as energy management, load balancing and infrastructure.”

“无论是用于比特币采矿还是AI推断，我们都认为我们的技术将激活其他人建造，而Mara为部署新系统和服务提供了精选和铲子，例如能源管理，负载平衡和基础架构。”

MARA noted that it took a “strategic pause” to assess the first wave of AI — leveraging data centers to train large language models — while many of its Bitcoin (BTC) miner ‘competitors rushed into AI.’

玛拉（Mara）指出，评估AI的第一波（利用数据中心）培训大型语言模型的第一波浪潮需要“战略停顿”，而其许多比特币（BTC）矿工“竞争对手都赶入AI。”

But MARA is betting that the second wave will revolve around AI inferencing, not training.

但是玛拉（Mara）押注，第二波将围绕AI推断而不是训练。

Training is the process of teaching an AI model how to perform a certain task, while inference is the AI model in action, making its own conclusions without human intervention.

培训是教授AI模型如何执行一项任务的过程，而推论是行动中的AI模型，在没有人类干预的情况下得出自己的结论。

MARA wants the power of the infrastructure for this inferencing, which it believes will “look a whole lot like traditional cloud.”

玛拉（Mara）希望基础设施对这项推理的力量，它认为这将“看起来很像传统云”。

Extract from MARA’s Q4 financial results statement explaining the potential AI inference boom. Source: MARA Holdings

摘自Mara的第四季度财务结果声明，解释了潜在的AI推理繁荣。资料来源：Mara Holdings

Trade, Swap & Manage 300+ Crypto on Uphold. Earn rewards by staying active on the platform. Capital at risk.

贸易，交换和管理300多个加密货币。通过在平台上保持活跃来赚取奖励。资本有风险。

MARA adds 18,146 Bitcoin

玛拉增加了18,146个比特币

It comes as MARA posted a record $214.4 million in revenue in Q4, smashing the $183.9 million consensus estimate by 16.5%, and stacking an additional 18,146 Bitcoin.

这是Mara在第4季度的创纪录的2.144亿美元收入，将1.839亿美元的共识估算量达到16.5％，并额外堆积了18,146个比特币。

It also recorded $528.3 million in net income, marking a 248% year-on-year increase, while its adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) increased 207% year-on-year to $794.4 million.

它还记录了5.283亿美元的净收入，标志着同比增长248％，而其调整后的EBITDA（利息，税收，税收，折旧和摊销）同比增加207％，达到7.944亿美元。

MARA also managed to increase the number of Bitcoin blocks won year-on-year by 25% to 703, mining a total of 2,492 Bitcoin

玛拉还设法将比特币块的同比赢得25％，至703，总共挖掘了2,492个比特币

The mined and purchased Bitcoin brought MARA’s total Bitcoin stash to 44,893 Bitcoin by the end of 2024 — including loaned and collateralized Bitcoin — solidifying its position as the second largest corporate Bitcoin holder behind Strategy, BitBo’s BitcoinTreasuries.NET data shows.

到2024年底，采矿和购买的比特币将Mara的总比特币藏匿处提高到44,893个比特币，包括借贷和抵押的比特币 - 巩固了其作为Bitbo Bitbo BitcoinToreSuries.net数据显示的第二大公司比特币持有人的地位。

Related: Bitcoin mining industry created over 31K jobs in the US: Report

相关：比特币采矿业在美国创造了超过31k的工作：报告

The Bitcoin miner also prioritized boosting its energized hashrate to 53.2 exahashes per second (EH/s) in Q4 — marking a 115% increase from Q4 2023.

比特币矿工还优先考虑将其能量的哈希酸盐提高到Q4中的每秒53.2个exahashes（EH/s），标志着与Q4 2023相比增加了115％。

Key Bitcoin mining metrics for Q4 compared with previous quarters. Source: MARA Holdings

与以前的四分之一相比，Q4的关键比特币挖掘指标。资料来源：Mara Holdings

A large part of that hashrate increase came from securing 300% more energy capacity in 2024 while expanding to seven Bitcoin mining facilities. The Bitcoin mining firm also launched 25-megawatt micro data center initiatives in Texas and North Dakota to reduce MARA’s reliance on grid power.

大部分哈希岩升高来自于2024年增强300％的能源容量，同时扩展到七个比特币采矿设施。这家比特币矿业公司还在德克萨斯州和北达科他州发起了25兆瓦的微数据中心计划，以减少玛拉对电网电力的依赖。

The strong results sent MARA (NASDAQ:MARA) shares up 5.9% in after-hours trading to $13.18 but have since pulled back to $12.89. MARA closed the Feb. 26 trading day up 0.28% to $12.45, according to Google Finance data.

强劲的业绩使Mara（NASDAQ：MARA）的股价上涨5.9％，至13.18美元，但此后已撤回12.89美元。根据Google Finance Data的数据，Mara于2月26日结束了交易日，上升了0.28％，至12.45美元。