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Investors' interest in mining companies surges after Core Scientific reaches AI equipment custody

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2024-06-30 12:36:521027browse

Core Scientific达成AI设备托管后 投资人对矿企兴趣暴增

1. Bitcoin miners attract investor interest

JPMorgan reports that Bitcoin miners have recently attracted investor interest due to Core Scientific’s announcement of managed GPUs for CoreWeave.

  1. Bitcoin miners’ market value increased by 22%

Since Core Scientific’s announcement, the overall market value of the 14 Bitcoin miners tracked by JPMorgan Chase has increased by $4 billion.

  1. Bitcoin miner equipment can be used for AI GPUs

JPMorgan analysts believe that the market value growth of Bitcoin mining miners reflects the recognition that their equipment has the potential to serve as an AI GPU hosting center.

  1. Bitcoin miners can support AI development

JPMorgan analysts said that Bitcoin miners have the necessary power and other infrastructure to take advantage of emerging opportunities in HPC computer rooms to support AI development.

  1. Power Competitive Advantage

Analysts point out that companies with convenient power and additional interconnection agreements and power authorizations have a competitive advantage. Publicly traded U.S. miners already manage more than 5 billion watts of power, with an additional 4.5 billion watts available for use.

  1. The value of obtaining electricity in advance for AI hyperscale service providers

The report points out that for AI hyperscale service providers, obtaining electricity three to four years in advance may be worth $105 million to $140 million.

  1. IrisEnergy Good for AI Demand

JP Morgan reports that IrisEnergy is well-positioned to benefit from the growth in AI data center demand due to its remaining generation capacity and openness to HPC, AI opportunities.

  1. Riot Platforms fails to capture AI opportunity

The report is surprised that Riot Platforms has not captured the growth in AI-related data center demand, as the company has ample power capacity but is focused on Bitcoin mining.

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