{"id":746917,"date":"2026-03-16T20:13:41","date_gmt":"2026-03-16T12:13:41","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=746917"},"modified":"2026-03-16T20:13:41","modified_gmt":"2026-03-16T12:13:41","slug":"%e7%9f%bf%e8%80%81%e6%9d%bf%e7%9a%84%e6%96%b0%e7%94%9f%e6%84%8f%ef%bc%9a%e5%9d%90%e5%9c%b0%e6%94%b6%e7%a7%9f%ef%bc%8c%e5%b9%b4%e5%85%a5%e7%99%be%e4%ba%bf","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=746917","title":{"rendered":"\u77ff\u8001\u677f\u7684\u65b0\u751f\u610f\uff1a\u5750\u5730\u6536\u79df\uff0c\u5e74\u5165\u767e\u4ebf"},"content":{"rendered":"<p>\u4f5c\u8005\uff1aKarenZ\uff0cForesight News<\/p>\n<p>\u539f\u6807\u9898\uff1a\u77ff\u8001\u677f\uff0cAI \u65f6\u4ee3\u7684\u65b0\u5730\u4e3b<\/p>\n<hr\/>\n<p>\u4e16\u754c\u77ff\u85cf\uff0c\u7ec8\u6709\u96be\u6316\u4e4b\u65f6\u3001\u6316\u5c3d\u4e4b\u65e5\u3002\u52a0\u5dde\u7684\u91d1\u3001\u9c81\u5c14\u7684\u7164\u3001\u5eb7\u6c83\u5c14\u7684\u9521\u2014\u2014\u77ff\u8109\u67af\u7aed\u7684\u62d0\u70b9\uff0c\u603b\u4f1a\u5012\u903c\u4e00\u4e2a\u884c\u4e1a\u91cd\u6784\u3002<\/p>\n<p><a href=\"https:\/\/www.bitpush.news\/articles\/tag\/%e6%af%94%e7%89%b9%e5%b8%81\" title=\"\u67e5\u770b\u6bd4\u7279\u5e01\u4e2d\u7684\u5168\u90e8\u6587\u7ae0\" target=\"_blank\" rel=\"noopener\">\u6bd4\u7279\u5e01<\/a>\u77ff\u4e1a\u4ea6\u7136\u3002<\/p>\n<p>2026 \u5e74 3 \u6708 9 \u65e5\uff0c\u7b2c 2000 \u4e07\u679a<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%af%94%e7%89%b9%e5%b8%81\" title=\"View all posts in \u6bd4\u7279\u5e01\" target=\"_blank\" class=\"tag_link\">\u6bd4\u7279\u5e01<\/a>\u88ab\u6b63\u5f0f\u300c\u91c7\u300d\u51fa\uff0c\u5269\u4f59\u53ef\u6316\u603b\u91cf\u4e0d\u8db3 100 \u4e07\u679a\u3002\u5f53 2028 \u5e74\u533a\u5757\u5956\u52b1\u51cf\u534a\u7684\u9634\u5f71\u63d0\u524d\u7b3c\u7f69\uff0c\u77ff\u4f01\u6b63\u9677\u5165\u4e00\u573a\u5173\u4e8e\u751f\u5b58\u7684\u7126\u8651\u3002<\/p>\n<p>\u7136\u800c\u8ba9\u4eba\u610f\u60f3\u4e0d\u5230\u7684\u662f\uff0c AI \u6d6a\u6f6e\u7684\u7206\u53d1\uff0c\u5374\u5f00\u542f\u4e86\u77ff\u4f01\u4eec\u7684\u300c\u7b2c\u4e8c\u6b21\u589e\u957f\u66f2\u7ebf\u300d\u3002<\/p>\n<p>\u81ea 2024 \u5e74\u5f00\u59cb\uff0cAI \u516c\u53f8\u548c\u4e91\u5382\u5546\u5f00\u59cb\u75af\u72c2\u4e89\u62a2\u77ff\u4f01\u7684\u7535\u529b\u548c\u6570\u636e\u4e2d\u5fc3\u3002\u800c\u4ece 2025 \u5e74\u4e0b\u534a\u5e74\u81f3\u4eca\uff0c\u8fd9\u4e00\u8d8b\u52bf\u4e0d\u4ec5\u6ca1\u6709\u653e\u7f13\uff0c\u53cd\u800c\u4e0d\u65ad\u6269\u5927\u548c\u52a0\u901f\u3002\u8bad\u7ec3\u5927\u6a21\u578b\u6240\u9700\u7684 GPU\u3001\u7535\u529b\u4e0e\u6570\u636e\u4e2d\u5fc3\uff0c\u6b63\u5728\u5f62\u6210\u65b0\u7684\u7b97\u529b\u9965\u6e34\u3002<\/p>\n<p>\u6070\u9022\u5176\u65f6\uff0c\u90a3\u4e9b\u66fe\u88ab\u8d34\u4e0a\u300c\u7535\u8001\u864e\u300d\u6807\u7b7e\u7684\u6bd4\u7279\u5e01\u77ff\u573a\uff0c\u65e9\u5df2\u5e03\u4e0b\u5927\u89c4\u6a21\u7535\u529b\u63a5\u5165\u3001\u4e13\u4e1a\u51b7\u5374\u7cfb\u7edf\u4e0e\u9ad8\u529f\u7387\u6570\u636e\u4e2d\u5fc3\u3002<\/p>\n<p>\u8fd9\u4e9b\u6614\u65e5<a href=\"https:\/\/www.bitpush.news\/articles\/tag\/%e6%8c%96%e7%9f%bf\" title=\"\u67e5\u770b\u6316\u77ff\u4e2d\u7684\u5168\u90e8\u6587\u7ae0\" target=\"_blank\" rel=\"noopener\">\u6316\u77ff<\/a>\u7684\u300c\u6807\u914d\u300d\uff0c\u5982\u4eca\u5374\u6210\u4e86 AI \u65f6\u4ee3\u6700\u7099\u624b\u53ef\u70ed\u7684\u7a00\u7f3a\u7b79\u7801\u3002<\/p>\n<p><strong><span>AI \u516c\u53f8\u6392\u961f\u4e70\u7535\uff0c\u6bd4\u7279\u5e01\u77ff\u4f01\u7b7e\u4e0b\u767e\u4ebf\u7f8e\u5143\u8ba2\u5355<\/span><\/strong><\/p>\n<p>2025 \u5e74\u81f3 2026 \u5e74\u521d\uff0c\u90a3\u7fa4\u6614\u65e5\u9760 ASIC \u77ff\u673a\u300c\u6398\u91d1\u300d\u7684\u8001\u73a9\u5bb6\uff0c\u6084\u7136\u7b7e\u4e0b\u603b\u4ef7\u503c\u6570\u767e\u4ebf\u7f8e\u5143\u7684 AI \u5927\u5355\u3002<\/p>\n<p>\u5148\u6765\u770b\u770b\u77ff\u4f01 AI \u5927\u5355\u4e2d\u5ba2\u6237\u7684\u540d\u5b57\uff1a<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%be%ae%e8%bd%af\" title=\"View all posts in \u5fae\u8f6f\" target=\"_blank\" class=\"tag_link\">\u5fae\u8f6f<\/a>\u3001<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%ba%9a%e9%a9%ac%e9%80%8a\" title=\"View all posts in \u4e9a\u9a6c\u900a\" target=\"_blank\" class=\"tag_link\">\u4e9a\u9a6c\u900a<\/a>\u3001Anthropic\u3001CoreWeave\u3001\u8c37\u6b4c\u3001Fluidstack\u3002\u8fd9\u662f AI \u7b97\u529b\u519b\u5907\u8d5b\u4e2d\u6700\u6838\u5fc3\u7684\u73a9\u5bb6\uff0c\u6b63\u6392\u7740\u961f\u7ed9\u77ff\u4f01\u300c\u9001\u94b1\u300d\u3002<\/p>\n<p>2025 \u5e74 11 \u6708 3 \u65e5\uff0c\u5fae\u8f6f\u4e3a\u4e86\u9501\u5b9a IREN\uff08\u6bd4\u7279\u5e01\u77ff\u4f01\u548c AI \u6570\u636e\u4e2d\u5fc3\uff09\u7684 GPU <a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%ba%91%e6%9c%8d%e5%8a%a1\" title=\"View all posts in \u4e91\u670d\u52a1\" target=\"_blank\" class=\"tag_link\">\u4e91\u670d\u52a1<\/a>\uff0c\u4e0d\u4ec5\u7b7e\u4e0b\u4e86 97 \u4ebf\u7f8e\u5143\u4e94\u5e74\u957f\u7ea6\uff0c\u8fd8\u63d0\u524d\u652f\u4ed8\u4e86 20% \u9884\u4ed8\u6b3e\u3002<\/p>\n<p>\u4e3a\u4e86\u914d\u5957\u8fd9\u53f0\u300c\u7b97\u529b\u53d1\u52a8\u673a\u300d\uff0cIREN \u53c8\u8f6c\u624b\u5411\u6234\u5c14\u91c7\u8d2d\u4e86 58 \u4ebf\u7f8e\u5143\u7684 NVIDIA GB300 <a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%8a%af%e7%89%87\" title=\"View all posts in \u82af\u7247\" target=\"_blank\" class=\"tag_link\">\u82af\u7247<\/a>\uff0c\u52a8\u4f5c\u4e4b\u8fc5\u901f\uff0c\u8db3\u4ee5\u8ba9\u5927\u591a\u6570\u4f20\u7edf\u6570\u636e\u4e2d\u5fc3\u6298\u670d\u3002<\/p>\n<p>\u8c37\u6b4c\u5219\u5728 2025 \u5e74\u4e0b\u534a\u5e74\u901a\u8fc7\u300c\u4e91\u5ba2\u6237\u80cc\u4e66 + \u751f\u6001\u5408\u4f5c\u300d\u7684\u65b9\u5f0f\uff0c\u901a\u8fc7\u4e3a\u77ff\u4f01 Cipher Digital \u4e0e Fluidstack \u7684\u7b97\u529b\u6258\u7ba1\u9879\u76ee\uff0810 \u5e74\u671f\u95f4 Cipher \u603b\u5408\u540c\u6536\u5165 38 \u4ebf\u7f8e\u5143\uff09\u62c5\u4fdd 17.3 \u4ebf\u7f8e\u5143\uff0c\u5e76\u6301\u6709 Cipher Digital \u81f3\u5c11 5% \u7684\u80a1\u6743\u3002<\/p>\n<p>\u4e0e\u6b64\u540c\u65f6\uff0c\u4e9a\u9a6c\u900a\uff08AWS\uff09\u4e5f\u5728 2025 \u5e74 11 \u6708 3 \u65e5\u4e0e Cipher Digital \u9501\u5b9a\u4e86\u4e3a\u671f 15 \u5e74\u3001\u4ef7\u503c\u7ea6 55 \u4ebf\u7f8e\u5143\u7684\u9ad8\u6027\u80fd\u8ba1\u7b97\uff08HPC\uff09\u957f\u7ea6\u3002<\/p>\n<p>\u5982\u679c\u8bf4\u5de8\u5934\u662f\u5728\u4e0b\u6ce8\u672a\u6765\uff0c\u90a3\u4e48 Anthropic\u3001CoreWeave \u8fd9\u6837\u7684 AI \u65b0\u8d35\uff0c\u5219\u662f\u77ff\u4f01\u7684\u300c\u521a\u9700\u4e70\u5bb6\u300d\u3002<\/p>\n<p><a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%be%8e%e5%9b%bd\" title=\"View all posts in \u7f8e\u56fd\" target=\"_blank\" class=\"tag_link\">\u7f8e\u56fd<\/a>\u6bd4\u7279\u5e01\u77ff\u4f01\u548c\u9ad8\u6027\u80fd\u8ba1\u7b97\u9886\u57df\u6570\u5b57\u57fa\u7840\u8bbe\u65bd Core Scientific \u51ed\u501f\u73b0\u6210\u7684\u7535\u529b\u5bb9\u91cf\uff0c\u622a\u81f3 2026 \u5e74 3 \u6708 2 \u65e5\u4e3aCoreWeave\u4ea4\u4ed8 350MW \u9ad8\u5bc6\u5ea6\u6258\u7ba1\uff0c\u76ee\u6807 2027 \u5e74\u521d\u5b8c\u6210 590MW\uff0c\u7528\u4e8e\u4e3a CoreWeave \u7684 NVIDIA GPU \u63d0\u4f9b HPC \u6258\u7ba1\u670d\u52a1\u3002\u8fd9\u4efd 12 \u5e74\u5408\u540c\u7684\u9884\u8ba1\u603b\u6536\u5165\u9ad8\u8fbe 102 \u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u503c\u5f97\u4e00\u63d0\u7684\u662f\uff0cCoreWeave \u672c\u8eab\u5c31\u662f\u4e00\u5bb6\u300c\u51fa\u8eab\u77ff\u5708\u300d\u7684 AI \u4e91\u516c\u53f8\uff0c\u82f1\u4f1f\u8fbe\u662f\u5176\u5173\u952e\u6218\u7565\u4f19\u4f34\u548c\u91cd\u8981<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%8a%95%e8%b5%84\" title=\"View all posts in \u6295\u8d44\" target=\"_blank\" class=\"tag_link\">\u6295\u8d44<\/a>\u8005\uff0c\u591a\u5e74\u6765\u6301\u7eed\u6ce8\u8d44\u3002CoreWeave \u6700\u521d\u540d\u4e3a Atlantic Crypto\uff0c\u4e8e 2017 \u5e74\u6210\u7acb\uff0c\u4e3b\u8981\u7528 GPU \u6316\u4ee5\u592a\u574a\u30022019 \u5e74 Atlantic Crypto \u66f4\u540d\u4e3a CoreWeave \u540e\uff0c\u6210\u529f\u8f6c\u578b AI \u4e91\u670d\u52a1\uff0c\u4e13\u6ce8\u4e8e GPU \u52a0\u901f\u7684\u4e91\u8ba1\u7b97\uff0c\u7279\u522b\u662f AI \u5de5\u4f5c\u8d1f\u8f7d\uff0c\u6210\u4e3a AI \u4e91\u670d\u52a1\u9886\u57df\u7684\u4f7c\u4f7c\u8005\u3002<\/p>\n<p>\u8001\u724c\u6bd4\u7279\u5e01\u77ff\u4f01 Hut 8 \u5219\u5728 2025 \u5e74 12 \u6708\u4efd\u8054\u624b Anthropic\u3001Fluidstack\uff0c\u627f\u8bfa\u4ea4\u4ed8\u8d77\u6b65 245MW\u3001\u6700\u9ad8\u53ef\u6269\u5c55\u81f3 2295MW \u7684 AI \u6570\u636e\u4e2d\u5fc3\u57fa\u7840\u8bbe\u65bd\uff08\u5408\u540c\u603b\u4ef7\u503c\u4e3a 70 \u4ebf\u7f8e\u5143\uff09\u3002TeraWulf \u662f\u53e6\u4e00\u5bb6\u4e13\u6ce8\u4e8e HPC \u6258\u7ba1\u548c\u6bd4\u7279\u5e01\u6316\u77ff\u7684\u7f8e\u56fd\u8fd0\u8425\u5546\uff0c\u4e0e Fluidstack \u7684 25 \u5e74\u79df\u8d41\u534f\u8bae\u6d89\u53ca\u7ea6 95 \u4ebf\u7f8e\u5143\u7684\u5408\u540c\u6536\u5165\u3002<\/p>\n<p>\u636e CoinShares \u7edf\u8ba1\u6570\u636e\uff0c\u622a\u81f3 2025 \u5e74 10 \u6708\u5e95\uff0c\u77ff\u4f01\u4e0e AI \u516c\u53f8\u3001\u79d1\u6280\u516c\u53f8\u5de8\u5934\u8fbe\u6210\u4e86\u603b\u4ef7\u503c 650 \u4ebf\u7f8e\u5143\u7684\u5408\u540c\u534f\u8bae\u3002\u800c\u65f6\u95f4\u63a8\u8fdb\u81f3 2026 \u5e74 3 \u6708\uff0c\u7b7e\u7ea6\u6f6e\u8fd8\u5728\u7ee7\u7eed\u3002<\/p>\n<p><strong><span>\u85cf\u5728\u8d22\u62a5\u91cc\u7684\u771f\u76f8\uff1aAI \u9884\u671f\u6536\u5165\uff0c\u6b63\u964d\u7ef4\u78be\u538b\u6316\u77ff<\/span><\/strong><\/p>\n<p>\u77ff\u4f01\u6700\u65b0\u8d22\u62a5\u6b63\u5728\u63ed\u793a\u4e00\u4e2a\u4e0d\u53ef\u9006\u7684\u62d0\u70b9\uff1a\u77ff\u4f01\u7684 AI \u4e1a\u52a1\u9ad8\u6bdb\u5229\u4e0e\u957f\u671f\u9884\u671f\u6536\u5165\uff0c\u76f8\u6bd4\u4f20\u7edf\u6316\u77ff\u5df2\u5f62\u6210\u7ed3\u6784\u6027\u964d\u7ef4\u6253\u51fb\u3002<\/p>\n<p>\u6316\u77ff\u7684\u5229\u6da6\u7a7a\u95f4\u6b63\u5728\u88ab\u6301\u7eed\u6324\u538b\u30022024 \u5e74\u6bd4\u7279\u5e01\u7b2c\u56db\u6b21\u51cf\u534a\u540e\uff0c\u4e00\u8fb9\u662f\u533a\u5757\u5956\u52b1\u6298\u534a\uff0c\u4e00\u8fb9\u662f\u5168\u7f51\u7b97\u529b\u6301\u7eed\u6500\u5347\u3002Riot Platforms \u7684\u8d22\u62a5\u663e\u793a\uff0c\u5355\u5e01\u5e73\u5747\u6316\u77ff\u6210\u672c\u5df2\u4ece 2024 \u5e74 32,216 \u7f8e\u5143\u5347\u81f3 2025 \u5e74\u7684\u63a5\u8fd1 5 \u4e07\u7f8e\u5143\uff0c\u6316\u77ff\u6210\u672c\u589e\u5e45\u9ad8\u8fbe 54%\u3002\u8fd9\u8fd8\u53ea\u662f\u5254\u9664\u6298\u65e7\u6210\u672c\u4e4b\u540e\u7684\u6570\u5b57\u3002<\/p>\n<p>\u8fd9\u4e9b\u538b\u529b\u6700\u7ec8\u4f53\u73b0\u5728\u6316\u77ff\u6bdb\u5229\u7387\u7684\u65ad\u5d16\u5f0f\u4e0b\u6ed1\u3002Core Scientific \u81ea\u6316\u77ff\u6bdb\u5229\u7387\u4ece 2024 \u5e74\u7684 23% \u66b4\u8dcc\u81f3 2025 \u5e74\u7684 5%\uff1bBitdeer 2025 \u5e74\u81ea\u6316\u77ff\u6bdb\u5229\u7387\u4e5f\u4ec5\u4f59 10.9%\u3002<\/p>\n<p>\u4e0e\u4e4b\u5f62\u6210\u9c9c\u660e\u5bf9\u6bd4\u7684\uff0c\u662f AI \u4e1a\u52a1\u7684\u300c\u5370\u949e\u673a\u300d\u5c5e\u6027\u3002<\/p>\n<p>AI \u6258\u7ba1\u4e0e\u4e91\u670d\u52a1\u666e\u904d\u62e5\u6709\u8fdc\u9ad8\u4e8e\u6316\u77ff\u7684\u7a33\u5b9a\u6bdb\u5229\u7387\u3002IREN \u7684 AI \u4e91\u670d\u52a1\u6bdb\u5229\u7387\uff08\u6263\u9664\u8fd0\u8425\u6210\u672c\uff0c\u4e0d\u542b\u6298\u65e7\u644a\u9500\uff09\u9ad8\u8fbe 86%\uff1bBit Digital \u65d7\u4e0b WhiteFiber \u7684\u4e91\u670d\u52a1\u6bdb\u5229\u7387\uff08\u4e0d\u542b\u6298\u65e7\u644a\u9500\uff09\u4e5f\u8fbe\u5230\u7ea6 65%\u3002\u5373\u4fbf\u91c7\u7528\u66f4\u4e25\u683c\u4f1a\u8ba1\u53e3\u5f84\u3001\u5c06\u6298\u65e7\u4e0e\u8fd0\u8425\u8d39\u7528\u5168\u989d\u8ba1\u5165\u6210\u672c\u7684 Core Scientific\uff0c\u5176 AI \u6258\u7ba1\u5168\u5e74\u6bdb\u5229\u7387\u4ecd\u6709 30%\uff0c\u56db\u5b63\u5ea6\u66f4\u662f\u6500\u5347\u81f3 46%\u3002<\/p>\n<p>\u66f4\u5177\u51b3\u5b9a\u6027\u7684\u662f\uff1a\u77ff\u4f01\u7b7e\u4e0b\u7684 AI \u5408\u540c\u9501\u5b9a\u7684\u957f\u671f\u9884\u671f\u6536\u5165\uff0c\u6b63\u5728\u4ee5\u91cf\u7ea7\u4f18\u52bf\u78be\u538b\u6316\u77ff\u3002<\/p>\n<p>2025 \u5e74\u56db\u5b63\u5ea6\uff0cIREN AI \u4e91\u670d\u52a1\u6536\u5165 1730 \u4e07\u7f8e\u5143\uff0c\u73af\u6bd4\u589e\u901f\u8fbe 137%\u3002\u5c3d\u7ba1\u5f53\u671f\u89c4\u6a21\u4ecd\u6709\u9650\uff0c\u4f46\u51ed\u501f\u4e0e\u5fae\u8f6f\u7b49\u79d1\u6280\u5de8\u5934\u7b7e\u8ba2\u7684\u957f\u671f GPU \u4e91\u670d\u52a1\u534f\u8bae\uff0c\u516c\u53f8\u9884\u8ba1\u5728 2026 \u5e74\u5e95\u5c06\u76ee\u6807 ARR \u63a8\u81f3 34 \u4ebf\u7f8e\u5143\uff0c\u5c4a\u65f6\u5c06\u5927\u5e45\u8d85\u8d8a\u6316\u77ff\u6536\u5165\uff082025 \u8d22\u5e74\u6316\u77ff\u6536\u5165\u4e3a 4.85 \u4ebf\u7f8e\u5143\uff09\u3002\u800c\u8fd9\u4e00\u5207\uff0c\u4ec5\u6d88\u8017\u516c\u53f8\u5df2\u9501\u5b9a\u7535\u7f51\u5bb9\u91cf\uff08&gt;4.<a href=\"https:\/\/www.alphaseek.cn\/?tag=5g\" title=\"View all posts in 5G\" target=\"_blank\" class=\"tag_link\">5G<\/a>W\uff09\u7684\u7ea6 10%\uff0c\u540e\u7eed\u589e\u957f\u7a7a\u95f4\u4f9d\u7136\u5de8\u5927\u3002<\/p>\n<p>Core Scientific \u540c\u6837\u5448\u73b0\u300c\u6316\u77ff\u6536\u7f29\u3001AI \u7206\u53d1\u300d\u7684\u683c\u5c40\u30022025 \u5e74\u5176 AI \u6258\u7ba1\u6536\u5165\u589e\u81f3 6540 \u4e07\u7f8e\u5143\uff0c\u540c\u6bd4\u5927\u589e 168%\uff1b\u540c\u671f\u81ea\u6316\u77ff\u6536\u5165\u4ece 4 \u4ebf\u7f8e\u5143\u7f29\u6c34\u81f3 2.3 \u4ebf\u7f8e\u5143\u3002\u4ec5\u4e0e CoreWeave \u7b7e\u8ba2\u7684 12 \u5e74\u957f\u7ea6\uff0c\u4fbf\u9501\u5b9a\u603b\u6536\u5165 102 \u4ebf\u7f8e\u5143\uff0c\u5e74\u5316\u7a33\u5b9a\u6536\u5165\u7ea6 8.5 \u4ebf\u7f8e\u5143\u3002<\/p>\n<p>TeraWulf \u4e5f\u8fce\u6765\u62d0\u70b9\u30022025 \u5e74\u603b\u8425\u6536 1.685 \u4ebf\u7f8e\u5143\u4e2d\uff0c\u6316\u77ff\u4ecd\u5360 90%\uff08\u7ea6 1.5 \u4ebf\u7f8e\u5143\uff09\uff0c\u4f46\u5df2\u9996\u6b21\u5b9e\u73b0 HPC \u79df\u8d41\u6536\u5165\uff081690 \u4e07\u7f8e\u5143\uff09\u3002\u867d\u7136\u5f53\u671f\u5360\u6bd4\u4e0d\u9ad8\uff0c\u4f46\u5176\u5df2\u7b7e\u4e0b 522MW \u957f\u671f\u5408\u540c\uff0c\u603b\u4ef7\u503c\u8d85 128 \u4ebf\u7f8e\u5143\uff0c\u672a\u6765\u6570\u5e74\u7684\u7a33\u5065\u73b0\u91d1\u6d41\u57fa\u672c\u9501\u5b9a\u3002<\/p>\n<p>\u4e0d\u8fc7\uff0c\u76ee\u524d\u884c\u4e1a\u666e\u904d\u73b0\u72b6\u662f\uff1a\u591a\u6570\u77ff\u4f01 AI \u6536\u5165\u5360\u6bd4\u4ecd\u504f\u4f4e\uff0c\u4f46\u9ad8\u6bdb\u5229 + \u957f\u5468\u671f\u9501\u5355\u7684\u903b\u8f91\u5df2\u7ecf\u6210\u7acb\u3002\u4e00\u65e6<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%9f%ba%e5%bb%ba\" title=\"View all posts in \u57fa\u5efa\" target=\"_blank\" class=\"tag_link\">\u57fa\u5efa<\/a>\u843d\u5730\u3001AI \u6536\u5165\u5360\u6bd4\u63d0\u5347\u81f3 30%\u201350%\uff0c\u5c06\u5bf9\u6574\u4f53\u76c8\u5229\u8d28\u91cf\u4ea7\u751f\u663e\u8457\u4e58\u6570\u6548\u5e94\uff0c\u8fd9\u4e5f\u662f\u8d44\u672c\u5e02\u573a\u613f\u610f\u7ed9\u4e88\u8f6c\u578b\u77ff\u4f01\u9ad8\u4f30\u503c\u6ea2\u4ef7\u7684\u6838\u5fc3\u903b\u8f91\u3002<\/p>\n<p>\u6b63\u5982\u5df2\u7ecf<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%b8%8a%e5%b8%82\" title=\"View all posts in \u4e0a\u5e02\" target=\"_blank\" class=\"tag_link\">\u4e0a\u5e02<\/a>\u7684\u6bd4\u7279\u5e01\u77ff\u4f01 Bitfarms CEO Ben Gagnon \u6240\u8a00\uff0c\u516c\u53f8\u534e\u76db\u987f\u7ad9\u70b9\u6539\u9020\u4e3a\u9ad8\u6027\u80fd\u8ba1\u7b97\u4e2d\u5fc3\u540e\uff0c\u89c4\u6a21\u4ec5\u5360\u6574\u4f53<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%b5%84%e6%ba%90\" title=\"View all posts in \u8d44\u6e90\" target=\"_blank\" class=\"tag_link\">\u8d44\u6e90<\/a>\u4e0d\u5230 1%\uff0c\u4f46\u6709\u671b\u521b\u9020\u6bd4\u4ee5\u5f80\u6bd4\u7279\u5e01\u6316\u77ff\u66f4\u9ad8\u7684\u51c0\u8425\u4e1a\u6536\u5165\u3002<\/p>\n<p><strong><span>\u6700\u6fc0\u8fdb\u7684\u4e00\u6279\u77ff\u4f01\uff0c\u6b63\u5728\u629b\u5f03\u6316\u77ff<\/span><\/strong><\/p>\n<p>\u8f6c\u578b\u51b3\u5fc3\u751a\u81f3\u523b\u8fdb\u4e86\u516c\u53f8\u540d\u79f0\u7684\u66f4\u8fed\u91cc\u3002Iris Energy \u66f4\u540d\u4e3a IREN\uff0cMarathon Digital \u5347\u7ea7\u4e3a MARA Holdings\uff0cApplied Blockchain \u53d8\u8eab Applied Digital\uff0cCipher Mining \u66f4\u540d\u4e3a Cipher Digital\uff0cBitfarms \u8ba1\u5212\u6539\u540d Keel Infrastructure \u5e76\u8fc1\u5740\u7f8e\u56fd\u3002<\/p>\n<p>\u8fd9\u4ece\u6765\u4e0d\u662f\u7b80\u5355\u7684\u540d\u79f0\u91cd\u5851\uff0c\u800c\u662f\u4e00\u4efd\u516c\u5f00\u800c\u575a\u5b9a\u7684\u5ba3\u544a\u2014\u2014\u6211\u4eec\u5df2\u4e0d\u518d\u662f\u66fe\u7ecf\u90a3\u4e2a\u4e13\u6ce8\u6316\u77ff\u7684\u300c\u77ff\u8001\u677f\u300d\u3002<\/p>\n<p>\u6309\u8f6c\u578b\u6fc0\u8fdb\u7a0b\u5ea6\uff0c\u77ff\u4f01\u4eec\u5206\u5316\u51fa\u4ee5\u4e0b\u4e09\u79cd\u9009\u62e9\uff1a<\/p>\n<p>\u6fc0\u8fdb\u62e5\u62b1\u6d3e\u4ee5 Cipher Digital\u3001TeraWulf\u3001Bit Digital\u3001Bitfarms\u3001IREN \u4e3a\u4ee3\u8868\u3002\u8fd9\u4e9b\u516c\u53f8\u7684\u7279\u5f81\u662f\uff1a\u901a\u8fc7\u54c1\u724c\u66f4\u540d\u3001\u9000\u51fa\u90e8\u5206\u6316\u77ff\u7ad9\u70b9\uff0c\u751a\u81f3\u5b8c\u5168\u629b\u5f03\u6316\u77ff\u4e1a\u52a1\uff0c\u5168\u529b\u8f6c\u5411 AI\u3002<\/p>\n<ul>\n<li>\n<p>Bit Digital \u4ece 2025 \u5e74\u5f00\u59cb\u9010\u6b65\u9000\u51fa\u6bd4\u7279\u5e01\u6316\u77ff\u4e1a\u52a1\uff0c\u5c06\u7b97\u529b\u8d44\u6e90\u5168\u90e8\u805a\u7126\u5230\u9ad8\u6027\u80fd\u8ba1\u7b97\u5b50\u516c\u53f8 WhiteFiber\uff0c\u540c\u65f6\u805a\u7126\u4ee5\u592a\u574a\u8d44\u4ea7\uff1b<\/p>\n<\/li>\n<li>\n<p>TeraWulf \u7684 AI \u8f6c\u578b\u7a0b\u5ea6\u5904\u4e8e\u9ad8\u901f\u63a8\u8fdb\u9636\u6bb5\uff0c\u5df2\u5c06 HPC\/AI \u5b9a\u4f4d\u4e3a\u300c\u4e3b\u8981\u589e\u957f\u5f15\u64ce\u300d\uff0c\u800c\u6bd4\u7279\u5e01\u6316\u77ff\u8f6c\u4e3a\u300c\u673a\u4f1a\u6027\u8fd0\u8425\u300d\u3002<\/p>\n<\/li>\n<li>\n<p>Cipher Digital \u5728\u9664\u66f4\u540d\u4e4b\u5916\uff0c\u9010\u6b65\u9000\u51fa\u73b0\u6709\u90e8\u5206\u6316\u77ff\u7ad9\u70b9\u8d44\u4ea7\u7684\u540c\u65f6\u52a0\u901f\u62bc\u6ce8 AI \u6258\u7ba1\uff0c\u5176\u5728\u897f\u5f97\u514b\u8428\u65af\u7684\u591a\u4e2a\u77ff\u573a\u5171\u8ba1 4.4 EH\/s \u7684\u7b97\u529b\u8d44\u4ea7\u5df2\u88ab\u5609\u6960\u79d1\u6280<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%94%b6%e8%b4%ad\" title=\"View all posts in \u6536\u8d2d\" target=\"_blank\" class=\"tag_link\">\u6536\u8d2d<\/a>\uff0c\u4ee5\u817e\u51fa\u8d44\u6e90\u5168\u9762\u8f6c\u578b\u30022026 \u5e74 2 \u6708 24 \u65e5\uff0cCipher Digital \u5728 2025 \u56db\u5b63\u5ea6\u53ca\u5168\u5e74\u8d22\u62a5\u4f1a\u8bae\u4e0a\u6b63\u5f0f\u5b98\u5ba3\u4e86\u8fd9\u4e00\u6218\u7565\u8f6c\u578b\u3002<\/p>\n<\/li>\n<li>\n<p>Bitfarms \u5728 2026 \u5e74 2 \u6708\u5ba3\u5e03\u8ba1\u5212\u5c06\u516c\u53f8\u66f4\u540d\u4e3a Keel Infrastructure\uff0c\u5e76\u5df2\u660e\u786e\u8ba1\u5212\u5728 2026-2027 \u5e74\u95f4\u9010\u6b65\u9000\u51fa\u6bd4\u7279\u5e01\u6316\u77ff\u4e1a\u52a1\uff0c\u5e76\u5c06\u7ad9\u70b9\u8f6c\u6362\u4e3a HPC\/AI \u6570\u636e\u4e2d\u5fc3\u57fa\u7840\u8bbe\u65bd\u3002<\/p>\n<\/li>\n<li>\n<p>IREN \u867d\u8fd8\u5728\u8fd0\u884c\u6bd4\u7279\u5e01\u6316\u77ff\u4e1a\u52a1\uff0c\u4f46\u4e1a\u52a1\u4e2d\u5fc3\u5df2\u660e\u663e\u504f\u5411 AI\u3002<\/p>\n<\/li>\n<\/ul>\n<p>\u6df7\u5408\u6a21\u5f0f\u4ee3\u8868\u4e2d\uff0cTeraWulf\u3001CleanSpar\u3001Bitdeer \u4fdd\u7559\u90e8\u5206\u6216\u5927\u591a\u6570\u6316\u77ff\u4e1a\u52a1\u4f5c\u4e3a\u73b0\u91d1\u6d41\u7f13\u51b2\uff0c\u540c\u65f6\u5c06\u6838\u5fc3\u8d44\u6e90\u6295\u5411 AI \u6570\u636e\u4e2d\u5fc3\u3002<\/p>\n<ul>\n<li>\n<p>Core Scientific \u5f53\u524d\u5927\u90e8\u5206\u6536\u5165\u6765\u81ea\u6bd4\u7279\u5e01\u6316\u77ff\uff0c\u4f46\u5df2\u4ece\u6bd4\u7279\u5e01\u6316\u77ff\u4e3a\u4e3b\u663e\u8457\u8f6c\u5411\u9ad8\u5bc6\u5ea6 AI\/HPC \u6258\u7ba1\uff0c\u4e0d\u8fc7\uff0c\u5f53\u524d\u6316\u77ff\u4ecd\u5360\u4e3b\u5bfc\u6536\u5165\u6765\u6e90\u3002<\/p>\n<\/li>\n<li>\n<p>CleanSpark \u7528\u6316\u77ff\u4ea7\u751f\u7684\u73b0\u91d1\u6d41\u52a0\u901f\u7535\u529b\u548c\u571f\u5730\u6269\u5f20\uff0c\u63a7\u5236\u8d85 1.8GW \u7ec4\u5408\u2014\u2014\u8fdb\u53ef\u653b AI \u6258\u7ba1\uff0c\u9000\u53ef\u5b88\u6316\u77ff\u9635\u5730\u3002<\/p>\n<\/li>\n<li>\n<p>Bitdeer \u4ecd\u5c06\u6bd4\u7279\u5e01\u6316\u77ff\u89c6\u4e3a\u4e1a\u52a1\u57fa\u77f3\uff0c\u4f46\u901a\u8fc7\u6e05\u4ed3\u5168\u90e8\u6bd4\u7279\u5e01\u548c\u53d1\u884c\u7968\u636e\uff0c\u6765\u8bc4\u4f30\u6536\u8d2d\u571f\u5730\u548c\u5e03\u5c40\u9ad8\u6027\u80fd\u8ba1\u7b97\u57fa\u7840\u8bbe\u65bd\u548c\u6258\u7ba1\u670d\u52a1\u3002<\/p>\n<\/li>\n<\/ul>\n<p>\u5f53\u7136\uff0c\u4e5f\u6709\u4eba\u9009\u62e9\u575a\u5b88\u521d\u5fc3\u3001\u7559\u5728\u6bd4\u7279\u5e01\u7684\u6838\u5fc3\u6218\u573a\u3002\u4ed6\u4eec\u575a\u4fe1 BTC \u4f5c\u4e3a\u6570\u5b57<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%bb%84%e9%87%91\" title=\"View all posts in \u9ec4\u91d1\" target=\"_blank\" class=\"tag_link\">\u9ec4\u91d1<\/a>\u7684\u957f\u671f\u4ef7\u503c\uff0c\u62d2\u7edd\u8ffd\u9010 AI \u70ed\u6f6e\uff0c\u8f6c\u800c\u901a\u8fc7\u7b97\u529b\u6269\u5f20\u3001\u6301\u4ed3\u79ef\u7d2f\u548c\u751f\u6001\u6df1\u8015\u6765\u7a7f\u8d8a\u5468\u671f\u3002American Bitcoin \u4e0d\u65ad\u52a0\u7801\u6bd4\u7279\u5e01\u6316\u77ff\uff0c\u6301\u7eed\u79ef\u7d2f\u6bd4\u7279\u5e01\uff1bBitFuFu \u575a\u6301\u4e91\u6316\u77ff + \u81ea\u6316\u53cc\u8f6e\u9a71\u52a8\u3002\u786c\u4ef6\u7aef\u65b9\u9762\uff0c\u5609\u6960\u79d1\u6280\u3001\u6bd4\u7279\u5927\u9646\u4ecd\u575a\u5b9a\u62bc\u6ce8 ASIC \u5236\u9020\u3002\u8fd9\u4e5f\u4e3a\u6bd4\u7279\u5e01\u7f51\u7edc\u63d0\u4f9b\u4e86\u7a33\u5b9a\u7b97\u529b\u652f\u6491\uff0c\u5e76\u5728\u5e01\u4ef7\u56de\u6696\u65f6\u53ef\u80fd\u8fce\u6765\u8d85\u989d\u56de\u62a5\u3002<\/p>\n<p>\u5173\u4e8e\u5177\u4f53\u8f6c\u578b\u8def\u5f84\uff0c\u300c\u5750\u5730\u6536\u79df\u3001\u7a33\u5065\u6258\u7ba1\u300d\u7684\u623f\u4e1c\u6a21\u5f0f\uff0c\u662f\u591a\u6570\u77ff\u4f01\u7684\u9996\u9009\u3002Core Scientific\u3001TeraWulf\u3001Riot Platforms\u3001Applied Digital\u3001Hut 8\u3001Cipher Digital\u3001CleanSpark \u7b49\u591a\u6570\u77ff\u4f01\uff0c\u5229\u7528\u73b0\u6210\u7684\u7535\u529b\u3001\u573a\u5730\u3001\u51b7\u5374\u7cfb\u7edf\u548c\u8fd0\u7ef4\u7ecf\u9a8c\uff0c\u5c06\u539f\u6709\u77ff\u573a\u6539\u9020\u4e3a\u7b26\u5408 AI \u8981\u6c42\u7684\u57fa\u7840\u8bbe\u65bd\uff0c\u51fa\u79df\u7ed9 AI \u516c\u53f8\uff0c\u6536\u53d6\u7a33\u5b9a\u79df\u91d1\u3002AI \u516c\u53f8\u5219\u5b9e\u73b0\u300c\u62ce\u5305\u5165\u4f4f\u300d\u5f0f\u5feb\u901f\u90e8\u7f72\u3002<\/p>\n<p>\u4e0e\u4e4b\u4e0d\u540c\uff0cIREN\u3001Bit Digital \u65d7\u4e0b WhiteFiber\u3001Bitdeer\u3001Bitfarms \u7b49\u77ff\u4f01\uff0c\u5e76\u4e0d\u6ee1\u8db3\u4e8e\u6b64\uff0c\u800c\u662f\u9009\u62e9\u66f4\u8fdb\u4e00\u6b65\uff0c\u9009\u62e9\u81ea\u8d2d\u6602\u8d35\u82af\u7247\uff0c\u642d\u5efa\u81ea\u6709\u7b97\u529b\u6c60\uff0c\u76f4\u63a5\u5f00\u5c55 GPU \u4e91\u670d\u52a1\uff08GPUaaS\uff09\u3002<\/p>\n<p>\u8fd8\u6709\u4e00\u6761\u300c\u901f\u901a\u8def\u5f84\u300d\u2014\u2014\u76f4\u63a5<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%b9%b6%e8%b4%ad\" title=\"View all posts in \u5e76\u8d2d\" target=\"_blank\" class=\"tag_link\">\u5e76\u8d2d<\/a>\u6210\u719f\u6570\u636e\u4e2d\u5fc3\uff0c\u6838\u5fc3\u662f\u7528\u8d44\u672c\u6362\u65f6\u95f4\u3001\u62a2\u8d5b\u9053\u5361\u4f4d\uff0c\u76f4\u63a5\u6536\u8d2d\u62e5\u6709\u73b0\u6210\u57fa\u5efa\u3001\u5ba2\u6237\u8d44\u6e90\u7684\u4f01\u4e1a\u3002\u6700\u5177\u4ee3\u8868\u6027\u7684\u662f MARA\uff0c\u62ff\u4e0b\u4e86\u6cd5\u56fd\u7535\u529b\u96c6\u56e2 EDF \u65d7\u4e0b\u9ad8\u6027\u80fd\u8ba1\u7b97\u5b50\u516c\u53f8 Exaion 64% \u80a1\u6743\u3002<\/p>\n<p><strong><span>\u77ff\u4f01\u7684\u7b79\u7801<\/span><\/strong><\/p>\n<p>\u77ff\u4f01\u96c6\u4f53\u8f6c\u578b\u7684\u5e95\u6c14\uff0c\u6e90\u4e8e\u5176\u624b\u4e2d\u634f\u7740\u7684\u786c\u6838\u7b79\u7801\uff1a\u73b0\u6210\u7684\u7535\u529b\u5bb9\u91cf\u3001\u91cd\u8d44\u4ea7\u57fa\u5efa\u4e0e\u4e13\u4e1a\u51b7\u5374\u7cfb\u7edf\u3002\u8fd9\u4e9b\u7b79\u7801\uff0c\u6700\u7ec8\u8f6c\u5316\u4e3a\u4e24\u5927\u6838\u5fc3\u6740\u624b\u950f\uff1a\u6781\u81f4\u7684\u65f6\u95f4\u4f18\u52bf\uff0c\u4e0e\u80fd\u8fdb\u80fd\u9000\u7684\u7535\u529b\u5f39\u6027\u3002<\/p>\n<p>\u9996\u5148\u8bf4\u8bf4\u65f6\u95f4\u4f18\u52bf\u3002<\/p>\n<p>\u65b0\u5efa AI \u6570\u636e\u4e2d\u5fc3\u9700\u4ece 0 \u5230 1 \u5168\u7a0b\u63a8\u8fdb\uff0c\u5e38\u5361\u5728\u591a\u8f6e\u5ba1\u6279\u3001\u7535\u7f51\u63a5\u5165\u6392\u961f\u548c\u57fa\u7840\u8bbe\u65bd\u5efa\u8bbe\u4e0a\uff0c\u52a8\u8f84\u8017\u65f6\u6570\u5e74\u3002<\/p>\n<p>\u800c\u77ff\u4f01\u624b\u63e1\u83b7\u6279\u7684\u7535\u529b\u5bb9\u91cf\u3001\u73b0\u6210\u7684\u6570\u636e\u4e2d\u5fc3\u573a\u5730\uff0c\u4ee5\u53ca\u4e30\u5bcc\u7684\u9ad8\u538b\u7528\u7535\u548c\u7b97\u529b\u8fd0\u7ef4\u7ecf\u9a8c\uff0c\u76f4\u63a5\u7701\u53bb\u4e86\u5927\u90e8\u5206\u57fa\u5efa\u7684\u6298\u817e\uff0c\u80fd\u591f\u76f4\u63a5\u5c06\u90e8\u7f72\u5468\u671f\u7f29\u77ed\u9ad8\u8fbe 75%\uff08\u636e Bernstein \u5206\u6790\u5e08\u4f30\u7b97\uff09\u3002<\/p>\n<p>CleanSpark CEO Matt Schultz \u5728\u63a5\u53d7 CNBC \u91c7\u8bbf\u65f6\u8bb2\u4e86\u4e00\u4e2a\u6545\u4e8b\uff1a\u300c\u516c\u53f8\u6700\u8fd1\u5728\u6000\u4fc4\u660e\u5dde\u590f\u5ef6\u62ff\u4e0b\u4e00\u4e2a 100MW \u7684\u6570\u636e\u4e2d\u5fc3\u5408\u540c\uff0c\u7ade\u6807\u5bf9\u624b\u662f\u5fae\u8f6f\u3002\u300d<\/p>\n<p>\u4e00\u5bb6\u5e02\u503c\u4e0d\u5230\u51e0\u5341\u4ebf\u7f8e\u5143\u7684\u77ff\u4f01\uff0c\u8d62\u4e86\u5e02\u503c\u51e0\u4e07\u4ebf\u7f8e\u5143\u7684\u79d1\u6280\u5de8\u5934\u3002\u51ed\u4ec0\u4e48\uff1fMatt Schultz \u89e3\u91ca\u79f0\uff0c\u300c\u56e0\u4e3a\u6211\u4eec\u80fd\u5728 6 \u4e2a\u6708\u5185\u5efa\u597d\u5e76\u901a\u7535\uff0c\u800c\u4f20\u7edf AI \u6570\u636e\u4e2d\u5fc3\u8981 3 \u5230 6 \u5e74\u3002\u300d<\/p>\n<p>\u5176\u6b21\uff0c\u662f\u9c9c\u5c11\u88ab\u63d0\u53ca\u7684\u300c\u7535\u529b\u8c03\u5ea6\u5f39\u6027\u300d\u3002<\/p>\n<p>AI \u5927\u6a21\u578b\u7684\u8bad\u7ec3\u8981\u6c42\u6781\u9ad8\uff0c\u6570\u636e\u4e2d\u5fc3\u5408\u540c\u901a\u5e38\u89c4\u5b9a 99.99999% \u7684\u7edd\u5bf9\u5728\u7ebf\u7387\uff0c\u6beb\u65e0\u59a5\u534f\u4f59\u5730\u3002<\/p>\n<p>\u800c\u91c7\u7528\u300c\u6316\u77ff +AI\u300d\u53cc\u7ebf\u5e03\u5c40\u7684\u77ff\u4f01\uff0c\u80fd\u5728\u7535\u7f51\u8d1f\u8377\u544a\u6025\u65f6\u5173\u505c\u77ff\u673a\uff0c\u53cd\u54fa\u7535\u7f51\u3002\u8fd9\u79cd\u80fd\u8fdb\u80fd\u9000\u7684\u7075\u6d3b\u6027\uff0c\u6070\u6070\u662f\u7eaf\u6b63\u7684 AI \u6570\u636e\u4e2d\u5fc3\u505a\u4e0d\u5230\u7684\u3002<\/p>\n<p><strong><span>\u8f6c\u578b\u7684\u4ee3\u4ef7\uff1a\u770b\u4e0d\u89c1\u7684\u9669\u6ee9<\/span><\/strong><\/p>\n<p>\u77ff\u4f01\u7684 AI \u8f6c\u578b\uff0c\u770b\u4f3c\u987a\u98ce\u987a\u6c34\u3001\u524d\u666f\u5e7f\u9614\uff0c\u4f46\u8fd9\u6761\u8def\u4e0a\uff0c\u5e03\u6ee1\u4e86\u770b\u4e0d\u89c1\u7684\u9669\u6ee9\u3002<\/p>\n<p>\u57fa\u7840\u8bbe\u65bd\u5347\u7ea7\u9700\u8981\u771f\u91d1\u767d\u94f6\u7684\u6295\u5165\u3002\u539f\u6709\u53d8\u7535\u7ad9\u3001\u5149\u7ea4\u8fde\u63a5\u5fc5\u987b\u5168\u9762\u6539\u9020\uff0c\u4ee5\u9002\u914d GPU \u96c6\u7fa4\u7684\u9ad8\u5bc6\u5ea6\u7528\u7535\u9700\u6c42\u3002\u8fd9\u7b14\u94b1\u4ece\u54ea\u6765\uff1f\u9664\u51fa\u552e\u8d44\u4ea7\u5916\uff0c\u5927\u591a\u53ea\u80fd\u4f9d\u9760\u6fc0\u8fdb\u4e3e\u503a\u3002<\/p>\n<p>\u4ee5 Applied Digital \u5b50\u516c\u53f8 APLD 2 \u4e3a\u4f8b\uff0c\u4e3a\u4e86\u62ff\u4e0b Oracle \u7684 15 \u5e74\u6570\u636e\u4e2d\u5fc3\u79df\u7ea6\uff0c\u5176\u53d1\u884c 21.5 \u4ebf\u7f8e\u5143\u7684\u62c5\u4fdd\u7968\u636e\uff0c\u7528\u4e8e\u5728 Polaris Forge 2 \u5efa\u7acb\u6570\u636e\u4e2d\u5fc3\u3002\u636e\u6807\u666e\u5168\u7403\u6d4b\u7b97\uff0c\u9884\u8ba1\u5230 2028 \u5e74\uff0c\u5176\u503a\u52a1 \/EBITDA\uff08\u7528\u6765\u8861\u91cf\u4f01\u4e1a\u7684\u507f\u503a\u80fd\u529b\u6307\u6807\uff09\u5c06\u9ad8\u8fbe 8 \u500d\u3002\u6807\u666e\u5168\u7403\u6beb\u4e0d\u5ba2\u6c14\u5730\u5bf9 APLD 2 \u7ed9\u51fa\u4e86\u300cB+\u300d\u7684\u4e3b\u4f53\u4fe1\u7528\u8bc4\u7ea7\u3002<\/p>\n<p>\u7c7b\u4f3c\u7684<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%9e%8d%e8%b5%84\" title=\"View all posts in \u878d\u8d44\" target=\"_blank\" class=\"tag_link\">\u878d\u8d44<\/a>\u538b\u529b\uff0c\u5728\u884c\u4e1a\u5185\u666e\u904d\u5b58\u5728\u3002Cipher Digital \u540c\u6837\u901a\u8fc7\u9ad8\u6536\u76ca<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%80%ba%e5%88%b8\" title=\"View all posts in \u503a\u5238\" target=\"_blank\" class=\"tag_link\">\u503a\u5238<\/a>\u53d1\u884c\u4e3a\u76f8\u5173\u6570\u636e\u4e2d\u5fc3\u878d\u8d44\uff0c\u603b\u52df\u96c6\u8d44\u91d1\u8fbe 37.3 \u4ebf\u7f8e\u5143\u3002Core Scientific \u4e8e 2026 \u5e74 3 \u6708\u83b7<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%91%a9%e6%a0%b9%e5%a3%ab%e4%b8%b9%e5%88%a9\" title=\"View all posts in \u6469\u6839\u58eb\u4e39\u5229\" target=\"_blank\" class=\"tag_link\">\u6469\u6839\u58eb\u4e39\u5229<\/a>\u6700\u9ad8 10 \u4ebf\u7f8e\u5143 364 \u5929\u8d37\u6b3e\u989d\u5ea6\uff08\u521d\u59cb 5 \u4ebf\u7f8e\u5143\u5df2\u5168\u989d\u63d0\u53d6\uff09\uff0c\u7528\u4e8e\u6570\u636e\u4e2d\u5fc3\u5f00\u53d1\u4e0e<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%83%bd%e6%ba%90\" title=\"View all posts in \u80fd\u6e90\" target=\"_blank\" class=\"tag_link\">\u80fd\u6e90<\/a>\u91c7\u8d2d\u3002<\/p>\n<p><a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%a3%8e%e9%99%a9\" title=\"View all posts in \u98ce\u9669\" target=\"_blank\" class=\"tag_link\">\u98ce\u9669<\/a>\u4e0d\u6b62\u4e8e\u6760\u6746\u3002\u5408\u540c\u4e0d\u80fd\u665a\u3001\u5efa\u8bbe\u4e0d\u80fd\u51fa\u9519\uff0c\u6bcf\u4e00\u4e2a\u73af\u8282\u90fd\u6ca1\u6709\u592a\u591a\u5bb9\u9519\u7a7a\u95f4\u3002<\/p>\n<p>\u6807\u666e\u5168\u7403\u6307\u51fa\uff0c\u5728 Applied Digital \u548c Oracle \u7684\u5408\u4f5c\u534f\u8bae\u4e2d\uff0c\u82e5\u4ea4\u4ed8\u5ef6\u8bef\u8d85\u8fc7 150 \u5929\uff0cOracle \u6709\u6743\u7ec8\u6b62\u79df\u7ea6\u3002\u800c\u6839\u636e<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%88%bf%e5%9c%b0%e4%ba%a7\" title=\"View all posts in \u623f\u5730\u4ea7\" target=\"_blank\" class=\"tag_link\">\u623f\u5730\u4ea7<\/a>\u670d\u52a1\u673a\u6784 Jones Lang LaSalle \u7684\u7edf\u8ba1\uff0c2025 \u5e74\u6709 57% \u7684\u6570\u636e\u4e2d\u5fc3\u9879\u76ee\u5ef6\u8bef\u4e09\u4e2a\u6708\u4ee5\u4e0a \u3002<\/p>\n<p>\u6700\u540e\uff0c\u662f\u8fd0\u8425\u4e0e\u5b8f\u89c2\u73af\u5883\u7684\u591a\u91cd\u5939\u51fb\u3002<\/p>\n<p>\u5728\u5916\u90e8\uff0c\u5fb7\u5dde\u3001<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%ba%bd%e7%ba%a6\" title=\"View all posts in \u7ebd\u7ea6\" target=\"_blank\" class=\"tag_link\">\u7ebd\u7ea6<\/a>\u7b49\u5730\u7684\u7535\u7f51\u63a5\u5165\u4e0e\u73af\u5883\u5f71\u54cd\u5ba1\u6279\u6108\u53d1\u4e25\u82db\uff1b\u5728\u5185\u90e8\uff0c\u4eba\u624d\u7f3a\u53e3\u4e5f\u5f80\u5f80\u88ab\u4f4e\u4f30\uff0cAI \u96c6\u7fa4\u8c03\u5ea6\u3001GPU \u8fd0\u7ef4\u3001SLA \u670d\u52a1\u7ba1\u7406\u662f\u5b8c\u5168\u4e0d\u540c\u7684\u80fd\u529b\u4f53\u7cfb\u3002\u53e0\u52a0\u6bd4\u7279\u5e01\u4ef7\u683c\u6ce2\u52a8\u7684\u4e0d\u786e\u5b9a\u6027 \u2014\u2014 \u6316\u77ff\u73b0\u91d1\u6d41\u4e00\u65e6\u6536\u7f29\uff0c\u5c06\u76f4\u63a5\u62d6\u7d2f AI \u9879\u76ee\u6295\u5165\uff0c\u6253\u4e71\u6574\u4e2a\u8f6c\u578b\u8282\u594f\u3002<\/p>\n<p><strong><span>\u8c6a\u8d4c\u5df2\u65e0\u9000\u8def<\/span><\/strong><\/p>\n<p>\u5728 AI \u65f6\u4ee3\uff0c\u771f\u6b63\u7a00\u7f3a\u7684\u6216\u8bb8\u4e0d\u662f\u82af\u7247\uff0c\u800c\u662f\u7535\u529b\u5165\u53e3\u3002<\/p>\n<p>\u800c\u6bd4\u7279\u5e01\u77ff\u4f01\u2014\u2014\u8fd9\u4e2a\u66fe\u957f\u671f\u5f98\u5f8a\u5728\u79d1\u6280\u4ea7\u4e1a\u8fb9\u7f18\u7684\u884c\u4e1a\uff0c\u6b63\u4e00\u6b65\u6b65\u95ef\u5165\u8fd9\u573a\u7ade\u8d5b\u7684\u6838\u5fc3\u5e2d\u4f4d\u3002\u5b83\u4eec\u4e0d\u518d\u53ea\u662f\u6316\u77ff\u8005\uff0c\u800c\u662f\u5728\u91cd\u5851\u4e3a AI 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title=\"\u671f\u6743\u672a\u5e73\u4ed3\u5408\u7ea6\u9996\u8d85\u671f\u8d27\uff0c\u94fe\u4e0a\u884d\u751f\u54c1\u5982\u4f55\u6b65\u5165\u7206\u53d1\u524d\u591c\uff1f\" target=\"_blank\">\u671f\u6743\u672a\u5e73\u4ed3\u5408\u7ea6\u9996\u8d85\u671f\u8d27\uff0c\u94fe\u4e0a\u884d\u751f\u54c1\u5982\u4f55\u6b65\u5165\u7206\u53d1\u524d\u591c\uff1f<\/a> <span data=\"1773324165\" ><\/span><\/li>\n<li><a rel=\"bookmark noopener\" href=\"https:\/\/www.bitpush.news\/articles\/7618582\" title=\"\u77ff\u5de5\u53ef\u80fd\u518d\u4e5f\u7b49\u4e0d\u5230\u4e0b\u4e00\u4e2a\u725b\u5e02\u4e86\" target=\"_blank\">\u77ff\u5de5\u53ef\u80fd\u518d\u4e5f\u7b49\u4e0d\u5230\u4e0b\u4e00\u4e2a\u725b\u5e02\u4e86<\/a> <span data=\"1773178643\" ><\/span><\/li>\n<li><a rel=\"bookmark noopener\" href=\"https:\/\/www.bitpush.news\/articles\/7618395\" title=\"\u6bd4\u7279\u5e01\u6316\u51fa95%\uff0c\u6700\u540e\u4e00\u679a\u5374\u8981\u7b49\u523022\u4e16\u7eaa\" 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target=\"_blank\">\u4e94\u5e74\u5b9a\u6295\u6536\u76ca76%\uff1a\u770b\u4f3c\u7b28\u62d9\u7684\u7b56\u7565\u4e3a\u4f55\u603b\u80fd\u8dd1\u8d62\u5e02\u573a\uff1f<\/a> <span data=\"1772809180\" ><\/span><\/li>\n<\/ul><\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u4f5c\u8005\uff1aKarenZ\uff0cForesight News \u539f\u6807\u9898\uff1a\u77ff\u8001\u677f\uff0cAI \u65f6\u4ee3\u7684\u65b0\u5730\u4e3b \u4e16\u754c\u77ff\u85cf\uff0c\u7ec8\u6709\u96be\u6316\u4e4b\u65f6\u3001 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