VanEck: майнеры могут получать до $14 млрд в год за счет партнерства с ИИ-сферой

cryptonews.ruPublicado a 2020-08-18Actualizado a 2024-08-18

  • Аналитики инвесткомпании изучили возможности фирм по добыче криптовалюты нарастить доходы.
  • По их мнению, сектор может получать до $13,9 млрд ежегодно за счет сотрудничества с ИИ-сферой.
  • Этот доход компании зафиксируют в случае выделения 20% своих вычислительных мощностей под технологии искусственного интеллекта.

Эксперты инвестиционной компании VanEck представили отчет касательно вариантов диверсификации доходов биткоин-майнеров. В документе говорится, что фирмы по добыче криптовалюты могут получить до $13,9 млрд за счет сотрудничества со сферой искусственного интеллекта.

Для этого представителям майнинг-компаний необходимо перепрофилировать часть дата-центров под быстро развивающийся технологический сегмент, заявили в VanEck. Аналитики пришли к выводу, что в случае предоставления ИИ-сфере 20% вычислительных мощностей к 2027 году фирмы по добыче криптовалюты смогут получить миллиарды долларов.

«У биткоин-майнеров, как правило, плохой баланс. Из-за слишком большого долга, либо из-за проблем с акциями, либо по причине чрезмерного вознаграждения руководителей или сочетания всех трех факторов», — подчеркивают представители VanEck.

Эксперты заявили, что усредненный доход в $13,9 млрд майнеры могут получать каждый год в течение 13 лет. По их словам, это позволит компенсировать убытки, которые отрасль понесла вследствие халвинга биткоина и других факторов.

В качестве примера зарождающегося сотрудничества майнеров и компаний из ИИ-области аналитики указали соглашение между фирмами CoreWave и Core Scientific. Представители двух секторов заключили договор на $3,5 млрд по сдаче в аренду вычислительных мощностей.

При этом во II квартале 2024 года Core Scientific отчиталась о чистом убытке в $805 млн. Показатель вырос на 8844% в сравнении с тем же периодом 2023 года. Эксперты считают, что основная причина увеличившихся убытков кроется в сокращении вознаграждения за добычу биткоина.

Напомним, мы писали, что Международный валютный фонд призвал ввести 85% налог на электроэнергию для ИИ-сферы и майнеров.

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