在接受研究和经纪公司 Bernstein 分析师采访时，Core Scientific 首席执行官 Adam Sullivan 表示，比特币 (BTC) 矿机可以通过其人工智能数据中心服务在未来几年内“呈指数级”增长。
比特币 (BTC) 矿商 Core Scientific 首席执行官在接受分析师采访时表示，该公司希望通过其人工智能数据中心服务在未来几年实现“指数级”增长。
但是，这取决于 Core 是否能够证明有能力在其初始客户之外提供千兆瓦级人工智能数据中心。
“在未来几年内签署另外 500MW 或 1GW 的交易，将使我们不再是一家价值 25 亿美元的公司，而是有可能成为一家价值 25 至 300 亿美元的公司，”首席执行官 Adam Sullivan 告诉我们伯恩斯坦分析师。
前投资银行家沙利文于 2023 年 4 月加入该公司，当时比特币价格在 2022 年熊市中崩溃（恰逢能源价格飙升），该公司根据第 11 章破产程序进入破产程序约四个月。
今年 1 月成功摆脱破产保护后，Core 与 AI Hyperscaler CoreWeave 签署了为期 12 年的协议，总收入可能高达 35 亿美元。
Core 之前曾与 CoreWeave 合作进行以太坊 GPU 挖矿，然后转向权益证明共识机制，并在 2023 年底与该公司重新启动有关转换潜力的对话，Sullivan 说。
到目前为止，Core 已与 CoreWeave 签署了三份合同，在第一份 200MW 协议的基础上又增加了 70MW 和 112MW 合同。这些合同用于改造现有的 Core 比特币挖矿设施，以便在 2025 年和 2026 年期间提供支持 CoreWeave GPU 的数据中心。Sullivan 表示，转换后的站点上的一些比特币挖矿设备可能会被出售，但大多数将被重定向到其他 Core 站点。
虽然 Core 首席执行官声称没有其他数据中心公司能够提供如此规模的数据，并且他们还在 CoreWeave 交易中吸引了数据中心行业的顶尖人才，但该公司为自己开辟的利基市场是其较短的时间表。
“When we talk about some of our competitors like Digital Reality, Equinix, Switch or Cyrus One, their timelines are like three to five years in terms of when they can deliver to you infrastructure. We kind of play in that sub-three year category. So that’s really the niche that we have carved out for us and now in the existing infrastructure and sites, it's all about being able to deliver on the timeline that’s faster than the other peer set in the data center world,” Sullivan said.
Other Bitcoin miners have yet to compete in AI services
Despite the diversification opportunities of high-performance computing (HPC) services like AI data centers, Core has not seen another Bitcoin miner in any of the deals it has competed on, according to Sullivan.
Sullivan said a few Bitcoin miners have specific sites that are interesting on the HPC side, sitting along major fiber lines and close enough to major metropolitan areas they could fit well into. However, their teams may lack traditional data center experience, so they would also need to absorb additional talent to be successful in diversifying.
“I think there's still a lot of questions around whether this thesis is real, and having another mining company actually sign a contract is important,” Sullivan noted. “My biggest worry is that they aren't successful in terms of executing, and that hurts us. But I'm very hopeful that another Bitcoin mining company is able to sign a contract on the HPC side.”
Core's diversification plans are already in full swing. Just 500MW of the 1.2GW the firm has contracted now is only for Bitcoin mining, Sullivan explained, mainly because those are not convertible to HPC.
“Obviously, the revenue and gross margins are much higher on the HPC side, and the more contracts we can sign, the better the long term valuation of the business would be. So for the Bitcoin mining side of the business, we're just very focused on return on cash,” he said.
“We're not going to deploy a significant amount of capital into refreshes unless there is a very good opportunity and something very economical for us to do. That was the reason why we signed the Block deal for chips. Right now, between 20 to 25% of all revenue generated in the Bitcoin mining side goes to refresh or essentially maintain capex, that is just to maintain your portion of the network without really any growth,” he continued.
To stay competitive in the long term, the firm’s goal is to reduce this cost by shifting from replacing entire shoebox machines to just hashboard replacements, avoiding unnecessary chassis and PDU replacements. “Our goal is to be the best return on capital Bitcoin mining business you can possibly run,” Sullivan added.
Bernstein analyst Gautam Chhugani raised the point that Bitcoin mining is essentially a hash rate competition, where failing to invest at the pace of hash rate growth results in dilution. In response, Sullivan
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