Core Scientific 執行長 Adam Sullivan 表示，比特幣礦工可以透過其人工智慧資料中心服務在未來幾年內「呈指數級」成長

在接受研究和經紀公司 Bernstein 分析師採訪時，Core Scientific 執行長 Adam Sullivan 表示，比特幣 (BTC) 礦機可以透過其人工智慧資料中心服務在未來幾年內「呈指數級」成長。

比特幣 (BTC) 礦商 Core Scientific 執行長在接受分析師採訪時表示，該公司希望透過其人工智慧資料中心服務在未來幾年實現「指數級」成長。

但是，這取決於 Core 是否能夠證明有能力在其初始客戶之外提供千兆瓦級人工智慧資料中心。

「在未來幾年內簽署另外500MW 或1GW 的交易，將使我們不再是一家價值25 億美元的公司，而是有可能成為一家價值25 至300 億美元的公司，」執行長Adam Sullivan 告訴我們伯恩斯坦分析師。

前投資銀行家沙利文於2023 年4 月加入該公司，當時比特幣價格在2022 年熊市中崩潰（恰逢能源價格飆升），該公司根據第11 章破產程序進入破產程序約四個月。

今年 1 月成功擺脫破產保護後，Core 與 AI Hyperscaler CoreWeave 簽署了為期 12 年的協議，總收入可能高達 35 億美元。

Core 之前曾與 CoreWeave 合作進行以太坊 GPU 挖礦，然後轉向權益證明共識機制，並在 2023 年底與該公司重新啟動有關轉換潛力的對話，Sullivan 說。

到目前為止，Core 已與 CoreWeave 簽署了三份合同，在第一份 200MW 協議的基礎上又增加了 70MW 和 112MW 合同。這些合約用於改造現有的 Core 比特幣挖礦設施，以便在 2025 年和 2026 年期間提供支援 CoreWeave GPU 的資料中心。 Sullivan 表示，轉換後的站點上的一些比特幣挖礦設備可能會被出售，但大多數將被重定向到其他 Core 網站。

雖然Core 執行長聲稱沒有其他數據中心公司能夠提供如此規模的數據，並且他們還在CoreWeave 交易中吸引了數據中心行業的頂尖人才，但該公司為自己開闢的利基市場是其較短的時間表。

“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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