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Bitfarms Ltd. (BITF) 正利用其北美电力资源,从比特币挖矿转型至高性能计算 (HPC) 和人工智能 (AI) 数据中心。该公司发行了 5.88 亿美元的可转换债券,目前债券交易价格在 70 美元左右,收益率约为 9%。凭借约 10 亿美元的流动资金,该公司正为战略性建设项目提供资金,其中包括与英伟达下一代 GPU(如 GB300 和 Vera Rubin)路线图相符的液冷数据中心。分部估值显示,其 GPU 云和 HPC/AI 业务板块具有巨大的增长潜力。