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金色财经
金色财经|10月 24, 2025 00:02
[Guojin Securities: Overseas Crypto Mining Farms Are Transitioning to AI Computing Centers] According to a report by Jinse Finance, Guojin Securities' research indicates that crypto mining companies, due to their low electricity costs and large amounts of pre-approved power capacity, are becoming new entrants in the AI data center sector. Currently, most crypto mining farms are preparing to transition into AI data centers, but their strategies and progress vary. It is recommended to focus on companies that are more proactive in transitioning to AI data centers, have clear plans for expanding AI computing power and securing electricity supply, and whose combined value of cryptocurrency holdings, stock holdings, and current contract value is discounted compared to their current stock price. (Jin10)
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