Акции майнера CleanSpark выросли на 13% после анонса стратегии в сфере ИИ

cryptonews.ru2025-01-20 tarihinde yayınlandı2025-10-21 tarihinde güncellendi

Акции компании CleanSpark, занимающейся майнингом биткоинов и котирующейся на Nasdaq, выросли более чем на 13% в понедельник после объявления о стратегическом расширении в сфере искусственного интеллекта.

CleanSpark, пятая по величине компания по майнингу биткоинов по рыночной капитализации, объявила о новой стратегии расширения в сфере инфраструктуры центров обработ данных на базе ИИ. Эта инициатива направлена на диверсификацию источников дохода и укрепление долгосрочного потенциала денежных потоков.

Компания CleanSpark объявила в понедельник о назначении Джеффри Томаса старшим вице-президентом по центрам обработки данных на базе ИИ. Ранее Томас руководил многомиллиардной программой центров обработки данных в Саудовской Аравии, занимая пост президента по центрам обработки данных на базе ИИ в саудовской компании Humain. Согласно заявлению, за свою карьеру он увеличил акционерную стоимость 19 проектов на сумму более $12 млрд.


CleanSpark объявила о стратегическом расширении поддержки ИИ. Источник: CleanSpark.com

«Мы проанализировали весь портфель, начиная с первых руководителей, чтобы оценить пригодность для ИИ, и определили Джорджию как стратегический регион как для потенциальной конверсии, так и для расширения», — написал Скотт Гаррисон, директор по развитию и исполнительный вице-президент CleanSpark.

Он добавил, что компания заключила контракт на поставку дополнительных мощностей и объектов недвижимости в Колледж-Парке для обеспечения высокопроизводительных вычислений в агломерации Атланты и ее окрестностей.

Акционеры положительно восприняли стратегическое расширение. Цена акций CleanSpark в понедельник выросла более чем на 13%, а с начала 2025 года рост составил 140% по данным Google Finance.


Цена акций CleanSpark, 24-часовой график. Источник: Google.com

Майнеры биткоина ищут новые источники дохода в условиях давления после халвинга

Стратегический поворот CleanSpark происходит на фоне давления после халвинга, которое побуждает майнинговые компании искать новые источники дохода.

Некоторые из крупнейших майнеров биткоина, включая Core Scientific, Hut 8 и Iris Energy, с начала 2024 года объявили о подобных стратегических поворотах в сторону ИИ.

В июне 2024 года Core Scientific объявила о сделке на $3,5 млрд с поставщиком облачных решений для ИИ CoreWeave. Компания предоставит дополнительную инфраструктуру мощностью 200 мегаватт для размещения высокопроизводительных вычислений CoreWeave.

Ожидается, что эта сделка принесет крупнейшей в мире майнинговой компании биткоина совокупный доход более $3,5 млрд в течение первоначальных 12-летних сроков действия контрактов.

Стратегическое расширение в сферу ИИ помогло спасти бизнес-модель майнера, поскольку Core Scientific подавала заявление о банкротстве по главе 11 в 2022 году, за два года до повторного выхода на биржу Nasdaq.


Дональд Трамп-младший (слева) и Эрик Трамп.

Компания по майнингу биткоинов Hut 8 вышла на рынок услуг ИИ в сентябре 2024 года, запустив предложение GPU-as-a-Service через новую дочернюю компанию Highrise AI.

В июне Hut 8 получила инвестиции в размере $150 млн от инвестиционного менеджера Coatue Management, ориентированного на технологические компании, чтобы помочь в освоении растущего спроса на вычислительные мощности ИИ.

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