AI的枢轴可以节省挣扎的BTC矿工吗？

在某些情况下，他们的交易略高于其预售价格，而在2024年第四季度的收入报告并不乐观。

A quick look at the stock prices and Q4 earnings reports of some of the biggest BTC miners paints a scary picture. In some cases, they’re trading just above their pre-halving prices, and their earnings reports in Q4 of 2024 don’t offer much to be optimistic about.

快速查看一些最大的BTC矿工的股票价格和第四季度的收益报告，描绘了令人恐惧的情况。在某些情况下，他们的交易略高于其预售价格，而在2024年第四季度的收入报告并不乐观。

Take Core Scientific (NASDAQ:CORZ) for example. Its stock price boomed post-halving, shooting from just under $3 to over $18 at its peak in November. However, it posted a Q4 loss of $265 million, and market uncertainty has caused its stock price to pull back to under $10 at press time.

以核心科学（NASDAQ：CORZ）为例。其股价爆发后，售后后，在11月的高峰期从不到3美元到18美元以上。但是，它的第四季度亏损2.65亿美元，市场不确定性导致其股价降至10美元以下。

While Core Scientific emphasized that its loss is not due to cash outflows and is partly due to its dramatic stock price increase, the picture for miners across the board is less than rosy. Many have struggled to survive since the block reward halving in April 2024, and with record-low transactions on BTC and the failure of the anticipated bull market to materialize, many are scrambling for a new narrative to sell the markets.

虽然核心科学强调，其损失不是由于现金流出而造成的，部分是由于其巨大的股票价格上涨，但整个矿工的图片都不是玫瑰色的。自2024年4月的奖励奖励减半以来，许多人一直在努力生存，并且由于BTC的创纪录交易以及预期的牛市未能实现的失败，许多人正在争取新的叙述来出售市场。

In Core Scientific’s case, that narrative is artificial intelligence (AI). Along with its abysmal Q4 earnings report, the firm announced a new partnership with CoreWeave. It unveiled plans for a $1.2 billion data center with the AI startup, touting the potential for $10 billion in cumulative revenues. It called the expansion of its Denton, Texas center “one of the largest GPU supercomputers in North America.”

在核心科学的情况下，这种叙述是人工智能（AI）。该公司与糟糕的第四季度收益报告一起宣布了与Coreweave建立新的合作伙伴关系。它揭示了AI初创公司的12亿美元数据中心的计划，吹捧了100亿美元的累计收入的潜力。它称其扩展到其丹顿，德克萨斯中心是“北美最大的GPU超级计算机之一”。

Can the pivot to AI save struggling BTC miners?

AI的枢轴可以节省挣扎的BTC矿工吗？

In short, yes, but it will fundamentally change the nature of their businesses.

简而言之，是的，但是它将从根本上改变其业务的本质。

We’ve often covered how BTC is based on doomed economics, so there’s no need to rehash that here. What we’re interested in is how miners can use their massive computing power to serve the emerging AI industry and whether Bitcoin can play a role.

我们经常介绍了BTC的基础注定经济学的基础，因此在这里无需重新进行。我们感兴趣的是，矿工如何使用他们的庞大计算能力为新兴的AI行业服务，以及比特币是否可以发挥作用。

Without getting into technical weeds, the big picture is this: AI models like ChatGPT and DALL-E require huge amounts of energy to train and run, and BTC miners who have survived this long have that in spades. Due to the intense competition involved in block-reward mining, firms like Core Scientific have energy-efficient computing power that few others possess, long-term energy contracts at cheap prices, and the ability to switch from ASICs to the graphics processing units (GPUs) AI requires with relative ease.

没有进入技术杂草，大局的是：诸如chatgpt和dall-e之类的AI模型需要大量的能量来训练和跑步，而幸存了这么长时间的BTC矿工就可以在黑桃中使用。由于涉及重大奖励采矿的激烈竞争，诸如Core Scientific的公司具有很少其他人拥有的节能计算能力，以便宜的价格以廉价价格的长期能源合同以及从ASIC转换为图形处理单元（GPU）AI的能力相对容易就需要。

In a sense, they are ideally suited to partner with cloud-based AI startups like CoreWeave, a fortunate happenstance given their struggles with BTC block reward mining. So, yes, struggling BTC miners can pivot to AI. The real question is, if BTC is digital gold and the future of finance, why would they need this alternative source of revenue at all?

从某种意义上说，他们非常适合与CoreWeave这样的基于云的AI初创公司合作，因为他们与BTC Block Reward Reward Mining的斗争构成了幸运的偶然性。因此，是的，苦苦挣扎的BTC矿工可以转向AI。真正的问题是，如果BTC是数字黄金和金融的未来，为什么他们根本需要这种替代的收入来源？

What scalable blockchain technology can offer AI

哪些可扩展区块链技术可以提供AI

Why would timestamped, immutable records on a scalable public ledger be useful to AI firms? As it happens, ledgers like BSV solve several fundamental problems facing us as AI takes over the world.

为什么在可扩展的公共分类帐上的时间戳，不变的记录对AI公司有用？碰巧的是，像AI接管世界一样，像BSV这样的分类帐解决了我们面临的几个基本问​​题。

Data Provenance and Integrity – AI models require vast amounts of data, but provenance is an issue. If the data is junk, the outputs of the trained models will be, too.

数据出处和完整性 - AI模型需要大量数据，但出处是一个问题。如果数据是垃圾，则训练有素的模型的输出也将是。

Data sets can be timestamped and hashed on scalable public ledgers, ensuring they haven’t been altered or manipulated and making it much easier to trace problems back to their source.

数据集可以在可扩展的公共分类帐上进行时间戳记和哈希，以确保它们没有被更改或操纵，并使将问题追溯到其来源变得更加容易。

Verifiable Trust – At the London Blockchain Conference 2024, Dr. Scott Zoldi of FICO highlighted the importance of trust and transparency in AI models dealing with credit scores. That applies equally to any sensitive area like finance, healthcare, and legal decisions, to name a few.

可验证的信任 - 在2024年伦敦区块链会议上，FICO的Scott Zoldi博士强调了信任和透明度在涉及信用评分的AI模型中的重要性。这同样适用于金融，医疗保健和法律决定等任何敏感领域，仅举几例。

Data related to model training and datasets, versions, parameter updates, and more can be recorded on scalable ledgers like BSV. This enhances explainability and allows regulators and other interested parties to audit models with ease.

与模型培训和数据集，版本，参数更新等有关的数据可以在BSV等可扩展分类帐上记录。这可以提高解释性，并允许监管机构和其他有关方面轻松审核模型。

On-Chain Computation – Computation could be split across multiple nodes and divided into smaller tasks processed by different miners. All of this would be incentivized by BSV micro and nano payments, making it potentially cheaper for AI model trainers and profitable for miners.

链计算 - 可以在多个节点上分配计算，并分为由不同矿工处理的较小任务。 BSV微型和纳米付款将激励所有这些，这使AI模型培训师可能会更便宜，并且对矿工来说有利可图。

New Models – As mentioned in the last point, BSV micropayments can facilitate new ways to do things. Not only can they incentivize distributed computing, but they can also ensure creators get paid for their content if AI models train on them.

新模型 - 如最后几点所述，BSV微付款可以促进做事的新方法。他们不仅可以激励分布式计算，而且还可以确保创建者在AI模型上训练其内容。

Tiny payments can also incentivize Internet content creators to continue to create in an age where Internet browsers fall away and AI agents fetch answers, pictures, and videos for users. With the ad model dead in the water, something else will be required.

微小的付款还可以激励互联网内容创建者继续在互联网浏览器掉落的时代继续创建，而AI代理商为用户获取答案，图片和视频。当广告模型死在水中时，将需要其他一些东西。

Bitcoin is the biggest distributed supercomputer in history

比特币是历史上最大的分布式超级计算机

So, while Core Scientific claims it is building the largest GPU supercomputers in North America, the BSV blockchain can and will likely become Earth’s largest distributed computer. It can do so much more than the computing side of things, solving several key problems that AI companies, thought

因此，尽管核心科学声称它正在北美建造最大的GPU超级计算机，但BSV区块链可以并且可能会成为地球最大的分布计算机。它可以做的不仅仅是事情的计算方面，还解决了AI公司认为的几个关键问题