大型比特币矿企加速转型 AI 数据中心，已签超 700 亿美元合同
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报道指出，大型比特币矿企正加速利用现有电力与场地资源转型为 AI 数据中心，目前已累计签署超过 700 亿美元的 AI 与高性能计算（HPC）合同。相较于收益波动且经历减半的比特币挖矿业务，长期的 AI 合同提供了更高且更稳定的电力回报。但矿场转型也面临高昂的技术与改建成本，支持液冷的高密度 AI 设施每兆瓦改造成本为 800 万至 1500 万美元，导致全行业面临约 500 亿美元的短期资金缺口。
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