# Сопутствующие статьи по теме HPC

Новостной центр HTX предлагает последние статьи и углубленный анализ по "HPC", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Bitfarms grows revenue 72%, but losses widen – Here’s why!

Bitcoin mining faces significant pressure as hashprice drops to $30–$35, well below production costs of $80,000–$88,000 per BTC, leading to losses of $17,000–$19,000 per coin. Despite this, miners like Bitfarms continue expanding hashrate. Bitfarms reported a 72% revenue increase to $229 million, but net losses widened to $209 million due to non-cash accounting charges, including depreciation and Bitcoin price volatility. In response, the company is pivoting to high-performance computing (HPC) and AI infrastructure, with 2.2 GW of power capacity in development, aiming for more predictable revenue streams. This strategic shift may reposition Bitfarms as an infrastructure-focused business, reducing reliance on Bitcoin's cyclical volatility.

ambcrypto04/02 04:02

Bitfarms grows revenue 72%, but losses widen – Here’s why!

ambcrypto04/02 04:02

Bitfarms Dumps Bitcoin, Rebrands As Keel Infrastructure In Full AI Shift

Bitfarms, a former Bitcoin mining company, is fully exiting the cryptocurrency business and rebranding as Keel Infrastructure. The company is relocating from Canada to the US and shifting its focus entirely to building data centers for high-performance computing and artificial intelligence. This strategic pivot follows a fiscal year 2025 net loss of $284.5 million, driven by falling Bitcoin prices and increased mining difficulty. Despite the loss, investors reacted positively, with shares rising 6.6%. The company still holds approximately $161 million in debt-free Bitcoin, providing financial flexibility during its transition. This move aligns with a broader industry trend of crypto miners seeking higher margins in AI and computing.

bitcoinist04/01 19:32

Bitfarms Dumps Bitcoin, Rebrands As Keel Infrastructure In Full AI Shift

bitcoinist04/01 19:32

Losing $19,000 Per Mined Coin, Bitcoin Mining Companies Collectively Flee to AI

Facing unsustainable losses of approximately $19,000 per Bitcoin mined due to rising costs and stagnant BTC prices, major public mining firms are pivoting aggressively toward AI infrastructure. According to a CoinShares report, these companies have signed over $70 billion in AI and high-performance computing contracts, with AI revenue projected to reach 70% of total income by 2026. To fund this transition, miners are taking on significant debt and selling Bitcoin holdings—over 15,000 BTC have been liquidated collectively. This shift is reducing Bitcoin’s network security, as hash rate has dropped from 1,160 EH/s to 920 EH/s. Market valuations now favor AI-exposed miners at 12.3x forward revenue, compared to 5.9x for pure-play miners. The industry’s future depends heavily on Bitcoin’s price: a recovery to $100,000 could slow the AI transition, while prices below $70,000 may accelerate the move away from mining.

marsbit03/29 04:33

Losing $19,000 Per Mined Coin, Bitcoin Mining Companies Collectively Flee to AI

marsbit03/29 04:33

Bitcoin Miners Are Under Heavy Profit Pressure, CoinShares Finds

CoinShares' Q1 2026 report reveals Bitcoin miners are under severe financial pressure due to falling BTC prices, low hashprice, and intense competition, pushing many toward breakeven or losses. The weighted average cash cost to produce one BTC rose to nearly $80,000 in Q4 2025. Hashprice dropped significantly to $29/PH/s/day in Q1, causing miner capitulation and three consecutive negative difficulty adjustments. Approximately 15-20% of the global mining fleet is now unprofitable. Public miners have sold over 15,000 BTC from their treasuries, with some liquidating holdings entirely. The sector is diverging: some remain focused on Bitcoin, while others pivot to AI and high-performance computing, with AI revenue potentially reaching 70% by end-2026. This shift introduces new risks as companies take on substantial debt to fund AI expansions.

bitcoinist03/27 19:47

Bitcoin Miners Are Under Heavy Profit Pressure, CoinShares Finds

bitcoinist03/27 19:47

Bitcoin Mining Companies Accelerate Departure from the Mining Era, MARA Massively Sells Coins to Dive into AI

Bitcoin mining company Marathon Digital (MARA) is accelerating its pivot away from cryptocurrency mining, selling a significant portion of its bitcoin holdings to fund a strategic expansion into AI and high-performance computing (HPC). Between March 4 and March 25, MARA sold 15,133 BTC for approximately $1.1 billion. The proceeds are intended to strengthen its balance sheet and provide flexibility for its new strategic focus on digital energy and AI/HPC infrastructure. This move reflects growing financial pressure within the mining sector, where profitability has sharply declined due to low hash prices and high operational costs. The company's CEO, Fred Thiel, had previously signaled this shift, stating the goal that 50% of revenue should eventually come from non-Bitcoin mining operations. MARA is repurposing its existing infrastructure—land, power resources, and data centers—originally built for mining to serve AI cloud clients. This transition is part of a broader industry trend, with major miners like Bitdeer and Core Scientific also moving into AI. Analysts note that mining industry valuations are diverging: companies with AI/HPC contracts trade at significantly higher revenue multiples than pure-play miners. With rising transformation costs, selling bitcoin reserves has become a necessary step for miners to survive increasing competition and fund their entry into the AI infrastructure race.

marsbit03/27 12:02

Bitcoin Mining Companies Accelerate Departure from the Mining Era, MARA Massively Sells Coins to Dive into AI

marsbit03/27 12:02

Bitcoin Miner MARA Transfers 298 BTC After Opening Door To Sales

Bitcoin miner Marathon Digital (MARA) has transferred 298 BTC (worth $21 million) to institutional trading platform Cumberland. This follows the company’s recent SEC filing indicating a strategic shift to allow Bitcoin sales from its treasury. Historically a holder of mined and purchased BTC, MARA began permitting sales last year and recently expanded this policy. The move coincides with a challenging mining environment, as Bitcoin's current price hovers around MARA’s estimated average mining cost of $70,027, putting the company near break-even. MARA, along with other miners like Bitfarms, is also exploring opportunities in the AI and high-performance computing sectors. Bitcoin is currently trading around $70,700.

bitcoinist03/12 11:02

Bitcoin Miner MARA Transfers 298 BTC After Opening Door To Sales

bitcoinist03/12 11:02

Miners May Never See the Next Bull Market Again

The Bitcoin mining industry is facing a structural shift as AI and high-performance computing (HPC) demand grows, but the core challenge lies in its deteriorating economics, not just competition from AI, according to Liang Wang, VP of Canaan. While Bitcoin may still experience future bull markets, mining profitability has significantly declined compared to five years ago due to halving cycles and stagnant Bitcoin prices relative to operational costs. Miners now operate on thin margins, often continuing operations for revenue stability and their role in grid balancing, as mining rigs provide flexible load management for power systems—unlike continuous-run AI/HPC workloads. Wang emphasizes that AI and mining are complementary rather than zero-sum, with mining’s unique ability to absorb excess energy remaining valuable. Looking ahead, post-2028, monetary gains may no longer drive the industry; instead, mining will likely persist through grid services, waste heat recovery, and leveraging stranded resources. Geopolitically, North America offers predictability, while regions like China remain complex and high-risk due to regulatory uncertainty. Despite AI’s growth, chip supply for miners is seen as a long-term collaboration issue rather than a direct threat.

比推03/10 21:41

Miners May Never See the Next Bull Market Again

比推03/10 21:41

The Great Migration of Mining Companies: Some Already Hold $12.8 Billion in AI Orders

Bitcoin mining companies are undergoing a massive structural shift toward AI and high-performance computing (HPC), driven by compressed mining profits and the lure of massive AI infrastructure contracts. With Bitcoin’s mining difficulty rising and profitability declining, miners are leveraging their existing assets—power contracts, land, cooling systems, and data centers—to pivot into AI compute provisioning. Key players like TeraWulf have secured over $12.8 billion in HPC contracts, while IrisEnergy holds a $9.7 billion deal with Microsoft. Other firms, including Hut8, CipherDigital, and CoreScientific, have also announced multi-billion dollar AI agreements. Some, like BitDigital, are exiting Bitcoin mining entirely to focus on AI and Ethereum infrastructure. Financial reports show a clear trend: AI/HPC revenue is becoming a major income source, sometimes surpassing mining. Capital markets are selective, favoring companies with strong execution, resource advantages, and strategic positioning within the AI supply chain. The migration is accelerating—miners must adapt to the new reality or risk obsolescence.

marsbit03/06 05:58

The Great Migration of Mining Companies: Some Already Hold $12.8 Billion in AI Orders

marsbit03/06 05:58

The Great Migration of Mining Companies: Some Already Hold $12.8 Billion in AI Orders

Driven by rising Bitcoin mining difficulty, shrinking profits, and extreme capital pursuit of AI, major crypto mining firms are collectively pivoting towards AI and high-performance computing (HPC). They leverage existing assets—power, land, cooling systems, and data centers—to secure massive AI compute orders. Key catalysts include Bitcoin’s hashprice dropping to multi-year lows, pushing firms like Bitdeer to sell all BTC holdings and NFN8 into bankruptcy. Conversely, companies are securing enormous contracts: TeraWulf holds a $12.8B HPC deal, IrisEnergy a $9.7B order with Microsoft, and Hut8 a $7B agreement. Others like CipherDigital ($5.5B with AWS) and CoreScientific ($10B+ with CoreWeave) are rebranding and expanding data centers. Q1 2026 earnings show AI/HPC revenue now constitutes 40%-60% for some. While firms like Marathon Digital remain committed to Bitcoin long-term, others like BitDigital have fully exited BTC mining for ETH and AI. Market sentiment is volatile but selective, with capital backing execution-ready firms with strong power contracts and scalability. The migration is structural: adapt to AI or risk obsolescence.

Odaily星球日报03/06 05:48

The Great Migration of Mining Companies: Some Already Hold $12.8 Billion in AI Orders

Odaily星球日报03/06 05:48

Another Bitcoin Miner Shifts To AI: Core Scientific Offloads 1,900 BTC

Core Scientific, one of the world's largest public Bitcoin miners, is accelerating its strategic pivot toward artificial intelligence (AI) and high-performance computing (HPC). According to its recent SEC filing, the company sold 1,900 BTC in January 2025 for $175 million, reducing its holdings from 2,537 BTC to just 630 BTC. It expects to sell substantially all remaining Bitcoin in Q1 2026. The firm has reduced its operational hashrate from 20.1 EH/s to 17.9 EH/s and does not plan further large-scale mining equipment purchases. Instead, capital is being redirected toward HPC infrastructure. This shift reflects a broader industry trend, with other major miners like Bitfarms and Bitdeer also transitioning toward data centers and AI compute services. Bitfarms’ CEO stated that converting even a small site to GPU-as-a-service could generate more income than its entire Bitcoin mining history. Despite the strategic shift, Core Scientific remains a top-10 public Bitcoin miner. Bitcoin is currently trading around $68,200.

bitcoinist03/04 11:42

Another Bitcoin Miner Shifts To AI: Core Scientific Offloads 1,900 BTC

bitcoinist03/04 11:42

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