Core Scientific Inc. (CORZ) 将把 2024 年视为扭亏为盈的一年

该公司于 1 月份退出美国破产法第 11 章破产保护，并在华尔街重新上市。自卷土重来以来，该公司股价已飙升近260%。

Bitcoin Mining Giant Core Scientific To Unveil New Strategy At Benzinga's Future Of Digital Assets Event

比特币矿业巨头 Core Scientific 将在 Benzinga 的数字资产未来活动上公布新战略

Core Scientific Inc (NYSE:CORZ) would be looking back at 2024 as a turnaround year after emerging from Chapter 11 bankruptcy in January and getting its shares relisted on Wall Street. The company's stock price has surged nearly 260% since making a comeback on the bourse.

Core Scientific Inc（纽约证券交易所股票代码：CORZ）在 1 月份摆脱美国破产法第 11 章破产保护并在华尔街重新上市后，将 2024 年视为扭亏为盈的一年。自复牌以来，该公司股价已飙升近260%。

The company's remarkable resurgence was largely driven by a recovery in Bitcoin (CRYPTO: BTC) price, which had fallen to $16,000 when Core Scientific filed for bankruptcy in December 2022. The company also pivoted to a high-performance computing (HPC) model during the period.

该公司的显着复苏很大程度上是由比特币（加密货币：BTC）价格的复苏推动的，当 Core Scientific 于 2022 年 12 月申请破产时，比特币价格已跌至 16,000 美元。时期。

"Demand for data center capacity for artificial intelligence applications has outstripped supply, creating a favorable environment for HPC providers like Core Scientific," the company said in a statement.

该公司在一份声明中表示：“人工智能应用程序对数据中心容量的需求已经超过了供应，这为 Core Scientific 等 HPC 提供商创造了有利的环境。”

Benzinga had the opportunity to speak with Adam Sullivan, CEO of Core Scientific, about the company's strategy and the evolving dynamics of the industry in the U.S.

Benzinga 有机会与 Core Scientific 首席执行官 Adam Sullivan 交谈，了解该公司的战略以及美国行业的发展动态

Halving Woes And The Pivot To AI

将困境减半并转向人工智能

Sullivan acknowledged the industry's pains, especially after the April halving, that slashed block rewards, a major component of mining revenue, by 50%.

沙利文承认该行业的痛苦，特别是在 4 月份减半之后，区块奖励（挖矿收入的主要组成部分）大幅削减了 50%。

"Post-halving, our strategy remained focused on maximizing fleet performance and profitability through a combination of factors, including hash price, local power costs, and environmental considerations," the CEO disclosed.

这位首席执行官透露：“减半后，我们的战略仍然侧重于通过综合因素（包括算力价格、当地电力成本和环境因素）最大限度地提高车队性能和盈利能力。”

"We conducted extensive scenario analysis to understand the impact of different hash price assumptions on our business."

“我们进行了广泛的场景分析，以了解不同的哈希价格假设对我们业务的影响。”

Sullivan added that the company's HPC strategy was shaped over the last 18 months, as it spotted a supply-demand balance in the high-power data center market.

Sullivan 补充说，该公司的 HPC 战略是在过去 18 个月中形成的，因为它发现了高功率数据中心市场的供需平衡。

"This strategy complements our Bitcoin mining business, which is inherently volatile, with a predictable, long-term, and profitable revenue stream from the AI business," Sullivan said.

沙利文表示：“这一战略补充了我们的比特币挖矿业务，该业务本质上是不稳定的，但人工智能业务可以带来可预测的、长期的、有利可图的收入来源。”

Earlier in June, Core Scientific entered into a 12-year contract with Nvidia-backed cloud provider CoreWeave to provide infrastructure for AI use cases.

6 月初，Core Scientific 与 Nvidia 支持的云提供商 CoreWeave 签订了一份为期 12 年的合同，为 AI 用例提供基础设施。

Sullivan said the company expected $6.7 billion in revenue as a result of the deal, positioning itself as one of the biggest publicly traded data center companies in the U.S.

沙利文表示，该公司预计此次交易将带来 67 亿美元的收入，将自己定位为美国最大的上市数据中心公司之一

Historic Deal With Jack Dorsey's Block In Line With Trump's “America First” Vision?

与杰克·多尔西的封锁达成的历史性协议符合特朗普的“美国优先”愿景吗？

Bitcoin mining has received support from Republican presidential candidate Donald Trump, who wanted all remaining Bitcoins to be mined in the U.S.

比特币挖矿得到了共和党总统候选人唐纳德·特朗普的支持，他希望所有剩余的比特币都在美国开采

"We welcome support from all elected officials, from the White House to Congress to local legislatures and city councils," Sullivan said in response to a question on the matter.

沙利文在回答有关此事的问题时表示：“我们欢迎所有民选官员的支持，从白宫到国会再到地方立法机构和市议会。”

"We believe that Bitcoin and artificial intelligence represent strategic technologies that the United States must support and nurture to ensure continued leadership in the global arena."

“我们相信，比特币和人工智能代表了美国必须支持和培育的战略技术，以确保在全球舞台上继续保持领导地位。”

Sullivan also talked about Core Scientific's historic mining chip purchase from Jack Dorsey's company Block Inc (NYSE:SQ), departing away from the China-headquartered market leader Bitmain.

沙利文还谈到了 Core Scientific 历史性地从 Jack Dorsey 的公司 Block Inc（纽约证券交易所股票代码：SQ）购买挖矿芯片，从而脱离了总部位于中国的市场领导者比特大陆。

"We believe the new Block ASIC chips will improve our mining economics in terms of initial capital expenditures, ongoing maintenance, and performance," Sullivan stated.

“我们相信，新的 Block ASIC 芯片将在初始资本支出、持续维护和性能方面改善我们的挖矿经济性，”Sullivan 表示。

"This deal showcases the capabilities of domestic chipmakers, and we hope to see strong government backing paving the way for future success in this critical industry."

“这笔交易展示了国内芯片制造商的能力，我们希望看到政府的大力支持，为这一关键行业未来的成功铺平道路。”

These insights set the stage for deeper discussions at the upcoming Benzinga Future of Digital Assets event on Nov. 19.

这些见解为 11 月 19 日即将举行的 Benzinga 数字资产未来活动上的更深入讨论奠定了基础。

See also: PayPal Steps Up Crypto Game, Allows US Merchants To Buy, Sell, And Hold Digital Assets

另请参阅：PayPal 加强加密货币游戏，允许美国商家购买、出售和持有数字资产