Core Scientific 与 CoreWeave 签订合同以扩展其人工智能 (AI) 能力

该联盟将在 12 年内开发价值 86 亿美元的基础设施，容量达 500 兆瓦。

Bitcoin mining company Core Scientific now has a binding agreement with CoreWeave to increase its artificial intelligence (AI) capacity. The alliance, which is valued at $8.6 billion over 12 years, will see 500 megawatts of infrastructure developed.

比特币挖矿公司 Core Scientific 现已与 CoreWeave 签订了具有​​约束力的协议，以提高其人工智能 (AI) 能力。该联盟在 12 年内价值 86 亿美元，将开发 500 兆瓦的基础设施。

Several Bitcoin miners—including companies like Hut 8 and HIVE—are moving resources to artificial intelligence, which is having a significant impact on profitability, especially after the fourth Bitcoin halving in April.

一些比特币矿工——包括 Hut 8 和 HIVE 等公司——正在将资源转向人工智能，这对盈利能力产生了重大影响，特别是在 4 月份第四次比特币减半之后。

$CORZ announced exercise of final contract option by CoreWeave this morning for delivery of ~120 MW of digital infrastructure to host high-performance computing operations.

$CORZ 今天早上宣布 CoreWeave 行使最终合同选择权，交付约 120 兆瓦的数字基础设施来托管高性能计算业务。

-Expands total contracted #HPC infrastructure by CoreWeave to ~500 MW of critical IT load at… pic.twitter.com/zUmmfGFhnd

-将 CoreWeave 签约的 #HPC 基础设施总量扩展至约 500 MW 的关键 IT 负载…… pic.twitter.com/zUmmfGFhnd

— Core Scientific (@Core_Scientific) October 22, 2024

- 核心科学 (@Core_Scientific) 2024 年 10 月 22 日

Core Scientific began working in artificial intelligence as early as 2019, well ahead of many other companies in the sector. “Core Scientific started out as a data center operator, mainly providing colocation services as opposed to proprietary mining,” said Wolfie Zhao, head of research at BlocksBridge Consulting.

Core Scientific早在2019年就开始涉足人工智能领域，远远领先于该领域的许多其他公司。 “Core Scientific 最初是一家数据中心运营商，主要提供托管服务，而不是专有挖矿，”BlocksBridge Consulting 的研究主管 Wolfie Zhu 表示。

This experience allowed the company to integrate artificial intelligence clusters into its operations while continuing to mine Bitcoin at a large scale.

这一经验使该公司能够将人工智能集群整合到其运营中，同时继续大规模开采比特币。

CoreWeave's final contract option for ~120 MW of additional digital infrastructure to host high-performance computing operations has been exercised.

CoreWeave 关于约 120 MW 额外数字基础设施以托管高性能计算操作的最终合同选项已经执行。

This expands CoreWeave's total contracted HPC infrastructure to ~500 MW of critical IT load at Core Scientific's facilities in Georgia.

这将 CoreWeave 位于佐治亚州的 Core Scientific 工厂的合同 HPC 基础设施总量扩大到约 500 MW 的关键 IT 负载。

Core Scientific’s early involvement in AI and expanding partnership with CoreWeave

Core Scientific 早期涉足人工智能并扩大与 CoreWeave 的合作伙伴关系

As a result of this collaboration, Core Scientific's presence in the artificial intelligence market is being further strengthened. “It didn't just come out of the blue,” said Russell Cann, chief development officer of Core Scientific. “Our partnership with CoreWeave has been enduring.”

通过此次合作，Core Scientific 在人工智能市场的影响力得到进一步加强。 “它并不是突然出现的，”Core Scientific 首席开发官 Russell Cann 说。 “我们与 CoreWeave 的合作关系一直很持久。”

Together, we have worked on many engineering elements as they have grown their GPU cloud business, and the company is able to adapt infrastructure for specific use cases, which differentiates them from competitors, Cann added.

Cann 补充道，随着他们发展 GPU 云业务，我们共同开发了许多工程元素，并且该公司能够针对特定用例调整基础设施，这使他们与竞争对手区分开来。

The operational and financial requirements for AI infrastructure are much higher than those for Bitcoin mining. “The capital requirements for purpose-built infrastructure and GPUs for AI workloads are so high that capital allocators can't afford to take operational risks,” said CJ Burnett, chief revenue officer of Compass Mining.

人工智能基础设施的运营和财务要求远高于比特币挖矿。 Compass Mining 首席营收官 CJ Burnett 表示：“用于人工智能工作负载的专用基础设施和 GPU 的资本要求非常高，以至于资本分配者无法承担运营风险。”

While Bitcoin mining sites can operate in remote locations with intermittent power, AI clusters require constant uptime and factor in backup systems and cooling techniques that drive up the costs.

虽然比特币挖矿站点可以在偏远地区以间歇性电源运行，但人工智能集群需要持续的正常运行时间，并考虑到备份系统和冷却技术，这会增加成本。

In other news, CNF previously reported that BitFuFu has acquired an 80-MW Bitcoin mining farm in Ethiopia, aiming to reduce operational costs and increase capacity. With the addition of this new facility, BitFuFu will expand its hosting capacity to over 600 MW, further bolstering its global mining infrastructure.

其他消息方面，CNF此前报道称，BitFuFu已收购埃塞俄比亚一座80兆瓦的比特币矿场，旨在降低运营成本并增加产能。随着这个新设施的增加，BitFuFu 将把其托管能力扩大到超过 600 MW，进一步加强其全球挖矿基础设施。

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