Core Scientific Aims For $25-$30 Billion Valuation With AI Data Center Services: Bernstein
Core Scientific Aims For $25-$30 Billion Valuation With AI Data Center Services: Bernstein
Core Scientific (NASDAQ:CORZ) CEO Adam Sullivan has shared plans to significantly expand the company's AI data center services, potentially boosting its valuation to $25-$30 billion.
Core Scientific（納斯達克股票代碼：CORZ）首席執行官亞當·沙利文分享了大幅擴展該公司人工智能數據中心服務的計劃，這有可能將其估值提高至250億至300億美元。
What Happened: In a discussion with analysts from Bernstein, Sullivan emphasized the exponential growth potential through AI data center contracts, The Block on Tuesday reported.
發生了什麼：The Block週二報道，在與伯恩斯坦分析師的討論中，沙利文強調了人工智能數據中心合同帶來的指數級增長潛力。
The company aims to secure deals ranging from 500MW to 1GW over the next few years.
該公司的目標是在未來幾年內獲得從500兆瓦到1吉瓦不等的交易。
Sullivan, who joined Core Scientific in April 2023, highlighted the firm's successful exit from Chapter 11 bankruptcy in January. The company has since signed a 12-year contract with AI Hyperscaler CoreWeave, worth up to $3.5 billion in revenue.
沙利文於2023年4月加入Core Scientific，他強調了該公司於1月成功退出第11章破產程序。此後，該公司與人工智能超大規模企業CoreWeave簽署了爲期12年的合同，收入高達35億美元。
Core Scientific has already inked three contracts with CoreWeave, converting existing Bitcoin mining facilities into GPU-ready data centers. These agreements include 70MW and 112MW deals, adding to an initial 200MW contract.
Core Scientific已經與CoreWeave簽署了三份合同，將現有的比特幣採礦設施轉換爲支持GPU的數據中心。這些協議包括70兆瓦和112兆瓦的協議，這是對最初的200兆瓦合同的補充。
Sullivan noted that no other Bitcoin miners are currently competing in the AI services space. He stressed the importance of delivering infrastructure faster than competitors like Digital Reality, Equinix, Switch, and Cyrus One.
沙利文指出，目前沒有其他比特幣礦工在人工智能服務領域競爭。他強調了比數字現實、Equinix、Switch和Cyrus One等競爭對手更快地交付基礎設施的重要性。
Bernstein analyst Gautam Chhugani pointed out the competitive nature of Bitcoin mining. Sullivan responded by focusing on maximizing economic efficiency and maintaining well-performing older machines to generate strong cash flows.
伯恩斯坦分析師高塔姆·舒加尼指出了比特幣採礦的競爭性質。沙利文的回應是專注於最大限度地提高經濟效率並維護性能良好的舊機器，以產生強勁的現金流。
Bernstein currently rates Core Scientific as "outperform," with a price target of $17, significantly above its $10 market close on Monday.
伯恩斯坦目前將Core Scientific評爲 「跑贏大盤」，目標股價爲17美元，大大高於週一收盤的10美元。
Also Read: FTX Moves To Settle $600M Robinhood Shares Dispute With $14M Payment Amid Bankruptcy Proceedings
另請閱讀：在破產程序中，FTX 開始以1400萬美元的付款解決6億美元的Robinhood股票糾紛
Why It Matters: The strategic pivot by Core Scientific to AI data centers is part of a broader trend among Bitcoin miners.
爲何重要：Core Scientific將戰略轉向人工智能數據中心是比特幣礦商更廣泛趨勢的一部分。
According to a recent report from Bernstein, miners are increasingly adopting a hybrid strategy combining AI data centers with cryptocurrency mining. This "mullet strategy" allows companies to leverage their existing infrastructure and power capacity to meet the growing demand for AI compute power.
根據伯恩斯坦最近的一份報告，礦工越來越多地採用混合策略，將人工智能數據中心與加密貨幣挖礦相結合。這種 「mullet 戰略」 使公司能夠利用其現有基礎設施和電力容量來滿足對人工智能計算能力不斷增長的需求。
Moreover, the shift comes at a time when Bitcoin mining revenues have been under pressure.
此外，這種轉變是在比特幣採礦收入承受壓力的時候發生的。
In August, revenues from Bitcoin mining dropped to an 11-month low. Miner earnings fell to just over $827 million, marking a 10% decline from July and a 57% drop since the peak in March.
8月，比特幣採礦收入降至11個月低點。礦工收益降至略高於8.27億美元，比7月份下降了10％，自3月份達到峯值以來下降了57％。
This downturn has forced miners to explore alternative revenue streams, making the AI data center market an attractive option.
這種低迷迫使礦商探索其他收入來源，使人工智能數據中心市場成爲一個有吸引力的選擇。
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Image: Shutterstock
圖片：Shutterstock
譯文內容由第三人軟體翻譯。