# Bernstein Articoli collegati

Il Centro Notizie HTX fornisce gli articoli più recenti e le analisi più approfondite su "Bernstein", coprendo tendenze di mercato, aggiornamenti sui progetti, sviluppi tecnologici e politiche normative nel settore crypto.

Bernstein Reveals Details of Core Scientific's $14 Billion Deal with AMD

Analysts from Bernstein revealed details of a deal between Core Scientific and AMD with a potential total value of over $14 billion. According to the report, initial contracts for 530 MW of capacity could generate this revenue over 15 years, with AMD acting as a credit guarantor for part of the bitcoin miner's infrastructure. The partnership, announced on July 28, has the potential to allocate up to 2.5 GW of data center capacity for AI. Bernstein broke down the 530 MW into 377 MW of direct triple-net lease for AMD and 152 MW for an unnamed cloud provider backed by AMD's credit. This structure is seen as lowering financing costs and counterparty risk. AMD also received warrants to buy 30 million Core Scientific shares at $23.47 each, which vest upon reaching the 2.5 GW target. Average annual revenue from the deal is estimated at around $0.9 billion, or about $1.8 million per megawatt, which is 5-25% below recent AI hosting deals by other miners. However, the 377 MW triple-net lease for AMD carries a margin close to 100%. Core Scientific expects capital expenditures for the deal to be $11-12 million per MW, totaling about $6 billion. Bernstein views this partnership as a new phase in the transformation of former bitcoin miners into AI infrastructure operators, with AI chipmakers like AMD now acting as direct anchor tenants. Recent similar deals include Hut 8 allocating 704 MW to a tenant believed to be Nvidia, and AMD reserving 200 MW with Riot Platforms. Core Scientific also paid Block $41.9 million to terminate a mining chip supply contract as part of its accelerated diversification into AI.

cryptonews.ru12 h fa

Bernstein Reveals Details of Core Scientific's $14 Billion Deal with AMD

cryptonews.ru12 h fa

Bernstein Analysts Allay Bitcoin Fears, Why Quantum Is Not As Big A Threat As You Think

Bernstein analysts address rising concerns about quantum computing's threat to Bitcoin, arguing it is a manageable long-term upgrade rather than an existential risk. While Google researchers recently found that breaking Bitcoin's elliptic curve cryptography may require as few as 500,000 qubits—far fewer than previous estimates—Bernstein emphasizes the industry has a three- to five-year window to adapt. They note the vulnerability primarily affects older wallets with exposed or reused public keys, not Bitcoin's SHA-256 mining process. The report aligns with Google's own 2029 migration timeline, suggesting sufficient time to transition to quantum-resistant cryptography.

bitcoinist04/11 03:03

Bernstein Analysts Allay Bitcoin Fears, Why Quantum Is Not As Big A Threat As You Think

bitcoinist04/11 03:03

Analysts At Leading Wealth Manager Predict Bitcoin’s 2026 Price, And It’s Very Bullish

Analysts at Bernstein reaffirm their bullish $150,000 year-end Bitcoin price target, despite BTC's recent drop to around $60,000. They characterize the current downturn as the "worst bear case" in Bitcoin's history but emphasize it is a self-imposed crisis of confidence, not a systemic failure. The report highlights strong fundamentals, including a regulatory-friendly climate under Trump and growing institutional adoption via ETFs and firms like MicroStrategy. The analysts also address quantum computing threats, noting they are a long-term industry-wide concern, not exclusive to crypto. They expect Bitcoin to rally as liquidity conditions improve, with ETFs and corporations positioned to accumulate more. Other analysts, like TD Cowen's Lance Vitanza, also predict new all-time highs for BTC in 2024. Bitcoin was trading near $69,700 at the time of writing.

bitcoinist02/11 02:32

Analysts At Leading Wealth Manager Predict Bitcoin’s 2026 Price, And It’s Very Bullish

bitcoinist02/11 02:32

Bernstein Confirms Bitcoin Bottom, Maintains $150,000 Price Target For 2026

Bernstein analysts, led by Gautam Chhugani, confirm that Bitcoin has bottomed at $80,000 and express strong confidence in a new bull run. They dismiss concerns that the recent peak above $126,000 was the cycle's top, attributing the ongoing rally to an institutional-driven "digital assets revolution." The firm has raised its price targets, forecasting Bitcoin to reach $150,000 by 2026 and $200,000 by 2027. This outlook is supported by market expert MartyParty, who links Bitcoin's cycles to Federal Reserve policy, noting that the end of quantitative tightening and the anticipated start of quantitative easing in 2026 signal the beginning of a new bull market.

bitcoinist01/07 00:02

Bernstein Confirms Bitcoin Bottom, Maintains $150,000 Price Target For 2026