Riot Platforms Inc RIOT 战略转向人工智能和 HPC，分析师反应积极

Riot Platforms Inc RIOT 做出了一个正在改变其未来发展轨迹的战略支点。该公司宣布将暂停其比特币 BTC/USD

Bitcoin Miner Riot Pauses BTC Mining Expansion, Pivots To AI Feasibility Study

比特币矿商 Riot 暂停 BTC 挖矿扩张，转向人工智能可行性研究

Riot Platforms Inc (NASDAQ:RIOT) announced a new initiative to pause its Bitcoin mining expansion at Corsicana and conduct a feasibility study on converting its remaining capacity to artificial intelligence (AI) and high-performance computing (HPC) use.

Riot Platforms Inc（纳斯达克股票代码：RIOT）宣布了一项新计划，暂停其在科西卡纳的比特币挖矿扩张，并就将其剩余产能转换为人工智能 (AI) 和高性能计算 (HPC) 使用进行可行性研究。

This move has sparked a positive response from JPMorgan analyst Reginald L. Smith, who says he finds the decision “encouraging.”

此举引起了摩根大通分析师雷金纳德·L·史密斯的积极回应，他表示这一决定“令人鼓舞”。

Analyst Reaction: A Positive Shift For Riot

分析师反应：Riot 的积极转变

Smith has been advocating for Riot to explore AI at its Corsicana facility and this announcement aligns with his long-held views. In his report, he describes the move as "encouraging," noting that the feasibility study is an important step in Riot’s potential future diversification.

史密斯一直主张 Riot 在其科西卡纳工厂探索人工智能，这一声明符合他长期以来的观点。他在报告中称此举“令人鼓舞”，并指出可行性研究是 Riot 未来潜在多元化的重要一步。

The analysts’ stance reflects a growing belief that Riot could tap into a new revenue stream beyond the fluctuating world of cryptocurrency mining.

分析师的立场反映出人们越来越相信 Riot 可以在波动的加密货币挖矿世界之外开辟新的收入来源。

Potential For AI Success At Corsicana

人工智能在科西卡纳取得成功的潜力

One of the key reasons behind Smith’s optimism is the Corsicana site's scale and location. Riot's 400 MW Corsicana facility is one of the few bitcoin mining sites in the country that meets the criteria for AI and HPC workloads.

史密斯乐观的主要原因之一是科西卡纳遗址的规模和位置。 Riot 的 400 MW Corsicana 设施是该国少数符合人工智能和 HPC 工作负载标准的比特币矿场之一。

The site is within 100 miles of major metro areas, which is crucial for high-latency AI applications. While there are no guarantees, Smith sees the opportunity as significant, especially as Riot accelerates its outreach to potential AI partners.

该站点距离主要都市区不到 100 英里，这对于高延迟 AI 应用至关重要。虽然没有任何保证，但史密斯认为这个机会非常重要，尤其是在 Riot 加速与潜在人工智能合作伙伴的接触中。

Impact On Riot's Bitcoin Mining Future

对 Riot 比特币挖矿未来的影响

While Smith is bullish on the AI pivot, there are trade-offs. Riot is scaling back its 2025 bitcoin mining goals, lowering its hashrate target by 19% to 38.4 EH/s and cutting its capital expenditures for the year by $245 million.

尽管史密斯看好人工智能转向，但也存在权衡。 Riot 正在缩减 2025 年比特币挖矿目标，将算力目标降低 19% 至 38.4 EH/s，并将今年的资本支出削减 2.45 亿美元。

These reductions reflect a shift in resources, but analysts remain hopeful that this new direction will pay dividends in the long run.

这些减少反映了资源的转移，但分析师仍然希望这一新方向从长远来看会带来红利。

While the AI shift might bring short-term uncertainties, Smith's encouraging outlook suggests that this could be the beginning of a transformative phase for Riot Platforms.

虽然人工智能的转变可能会带来短期不确定性，但史密斯令人鼓舞的前景表明，这可能是防暴平台转型阶段的开始。

Investors will be watching closely to see how the feasibility study unfolds.

投资者将密切关注可行性研究的进展情况。