Core Scientific Analyst Emphasizes 'Access To Power' In Bitcoin Mining Assets - Deal With CoreWeave Under Focus
Core Scientific Analyst Emphasizes 'Access To Power' In Bitcoin Mining Assets - Deal With CoreWeave Under Focus
Cantor Fitzgerald analyst Brett Knoblauch initiated coverage on Core Scientific, Inc. (NASDAQ:CORZ), with a price forecast of $20.
康德菲茨傑（Cantor Fitzgerald）的分析師佈雷特·諾布洛赫（Brett Knoblauch）對Core Scientific，Inc.（NASDAQ：CORZ）進行了覆蓋，並給出了20美元的價格預測。
According to the analyst, Bitcoin miners currently have one of the most coveted assets in the world – access to power.
據分析師稱，比特幣礦工目前擁有世界上最珍貴的資產之一：訪問電源。
In June 2024, Core Scientific announced a deal with CoreWeave (private), following which shares went up meaningfully.
2024年6月，Core Scientific宣佈與CoreWeave（私人公司）達成協議，其後股價明顯上漲。
With CoreWeave, Core Scientific was the first Bitcoin miner to sign a meaningful AI/HPC deal.
Core Scientific與CoreWeave簽署了有意義的人工智能/高性能計算協議，成爲第一個這樣做的比特幣礦工。
In what has now been extended, CoreWeave will lease 270 MW from Core Scientific for 12 years, and pay the company a total of $4.725 billion over that duration, amounting to ~$1.45 million per MW.
此前已經達成的協議現已得到擴展，CoreWeave將從Core Scientific租用270兆瓦電力，租期爲12年，並在此期間向公司總付款47.25億美元，平均每兆瓦約145萬美元。
Also Read: Block and Core Scientific Enter Supply Agreement for Mining ASICs
還閱讀：區塊和科爾科學進入採礦ASIC供應協議
What is most differentiated about this deal that other miners will not be able to replicate is the fact that CoreWeave will fund the entire capex buildout itself (~$1.3 billion).
此協議最大的差異是其他礦工無法複製此舉，CoreWeave將資助整個資本支出建設（約13億美元）。
Per the analyst, this is effectively an interest-free loan for CoreWeave, which can use the annuity like revenue stream to fund additional capacity expansion, and to potentially lever up the business to maximize equity returns.
根據分析師的說法，這實際上是CoreWeave的無息貸款，可以利用類似年金的收入流來資助額外的產能擴張，並潛在槓桿化業務以最大限度地提高股本回報。
Core Scientific has earmarked an additional 322 MW for AI/HPC, which could generate an additional $335 million in annual revenue and $268 million in annual profits.
Core Scientific已爲人工智能/高性能計算額外劃撥了322兆瓦電力，預計每年可產生33500萬美元的額外營業收入和26800萬美元的年利潤。
Long term – the analyst sees the potential for shares to be multiples higher than the current price target.
長期而言，分析師認爲股票可能比當前的價格目標高出幾倍。
Price Action: CORZ shares are trading lower by 5.17% to $11.10 at last check Wednesday.
股價走勢：截至上週三最後檢查時，CORZ股票下跌5.17％，至11.10美元。
Image via Shutterstock
圖片來自shutterstock。
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譯文內容由第三人軟體翻譯。