Meta 和微软计划在 2026 年大幅增加 AI 支出,比特币矿企或将受益

BTC0,29%

Foresight News 消息,据 CoinDesk 报道,Meta 和微软在第四季度财报中均释放出持续加大 AI 投入的信号,这可能令已转型 AI 基础设施的比特币矿企受益。Meta 预计 2026 年资本支出将在 1150 亿至 1350 亿美元之间,高于市场普遍预期的 1100 亿美元。微软 CEO Satya Nadella 表示,微软的 AI 业务规模已超过其部分核心业务。面对比特币减半导致的利润压力、竞争加剧和能源成本上升,矿企已开始将数据中心转向托管 AI 和云计算机器。Iren(原 Iris Energy)已与微软签署多年期云服务合同,Cipher Mining(CIFR)则与亚马逊(Amazon)签署协议,为 AWS 提供 300 兆瓦的电力容量。此外,Hut 8(HUT)等公司也在加速转型。受此影响,Iren 股价于周三上涨 4.9%,2026 年以来累计涨幅达 47%,Cipher Mining 年内累计上涨 17%。

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