Bitfarms объявила о сворачивании биткоин-майнинга и переходе в ИИ-сферу

cryptonews.ruPublicado em 2025-11-23Última atualização em 2025-11-23

Bitfarms отказывается от майнинга биткоина и переходит в ИИ.
CEO компании считает, что модель GPU-as-a-Service принесет больше прибыли, чем майнинг.
В планах превратить дата-центр в Вашингтоне в первый ИИ-хаб.

Майнинговая компания Bitfarms заявила, что в течение ближайших двух лет планирует полностью свернуть операции по добыче биткоина и переориентироваться на создание инфраструктуры для высокопроизводительных вычислений (HPC) и приложений искусственного интеллекта (ИИ).

Среди причин — уменьшение прибыльности майнинга из-за падения цен на биткоин и увеличения энергетических затрат. В частности, задолженность биткоин-майнеров выросла до $12,7 млрд.

В свою очередь, Bitfarms сообщила о чистом убытке в $46 млн за III квартал при доходе $68 млн, что отражает сложность рынка после сокращения доходности майнинга.

Bitfarms объявила, что ее объект в Вашингтоне (США) станет первой площадкой, которая будет полностью переоборудована под HPC/ШИ-нагрузки. Мощность объекта составит 18 МВт, а завершение работ запланировано на декабрь 2026 года. Новый дата-центр будет поддерживать жидкостное охлаждение и графические процессоры NVIDIA GB300, которые предназначены для ИИ-задач и научных вычислений.

«Мы продолжаем реализовывать нашу стратегию развития инфраструктуры HPC/ШИ с полностью профинансированной цепочкой поставок и планируем конвертировать наш объект в Вашингтоне для поддержки NVIDIA GB300 с современным жидкостным охлаждением», — заявил CEO Бен Ганьон.

По его словам, даже несмотря на то, что вашингтонская площадка составляет менее 1% от всего портфеля компании, ее переоборудование под GPU-as-a-Service может «генерировать большую операционную прибыль, чем когда-либо ранее в сфере биткоин-майнинга».

Ганьон также отметил, что переход к HPC создает финансовую основу, которая позволит компании постепенно сворачивать майнинговый бизнес в 2026-2027 годах, сохраняя при этом стабильный денежный поток для операционных расходов и обслуживания долга.

Компания подписала соглашение на $128 млн с крупным публичным американским поставщиком инфраструктуры для дата-центров, который обеспечит все критические IT-компоненты и материалы для модернизации вашингтонской площадки.

По данным Bitfarms, новый объект будет иметь индекс энергоэффективности PuE на уровне 1,2-1,3, что является одним из лучших показателей в отрасли.

Как подчеркнул Бен Ганьон, UEX-модель Bitfarms — это стратегия, направленная на то, чтобы «обеспечить устойчивый источник дохода после завершения эпохи массового биткоин-майнинга» и интегрировать криптоотрасль в новую экономику искусственного интеллекта.

Напомним, что переход Bitfarms в сектор ИИ происходит на фоне массовых изменений в отрасли: другие крупные майнеры, такие как Cipher и TeraWulf, уже привлекли инвестиции от SoftBank и Google для создания дата-центров, а MARA объявила о слиянии майнинга с высокопроизводительными вычислениями.

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