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VanEck:比特币矿企每年或可从20%AI和高性能计算能源转移中获利139亿美元

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2024-08-18 03:59:57
8月18日消息,VanEck近日在一份报告中表示:“人工智能公司需要能源,而比特币矿工拥有能源。”该公司认为,比特币矿企面临着运营成本波动和比特币价格波动带来的盈利风险,他们可能会发现,将部分能源产能转向不断增长的人工智能和高性能计算领域是不错的选择策略。VanEck称:“比特币矿企的资产负债表通常都很糟糕,要么是因为债务太多,要么是因为发行了太多的股票,要么是因为高管薪酬太高,再或者是因为三者兼而有之。”VanEck估计,如果到2027年,上市比特币矿企将其20%的能源产能转移到人工智能和高性能计算上,“在13年内,每年的额外利润总额将平均超过139亿美元。”
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