TRENDING: Palantir, Robinhood Earnings Due After Market's Tricky October AI's rising demand for electricity is pushing large technology companies to seek new sources of power and infrastructure. Companies like IREN (IREN) are working with AI firms to repurpose their bitcoin mining sites for high-performance computing. The pivot from bitcoin miner to AI power play has proved lucrative for IREN stock, with shares surging more than 500% so far this… Related news (Applied Digital) IREN Has Surged More Than 400% ...

文章核心观点 - 文章对比分析了Rezolve Ai (RZLV) 和 Bitfarms Ltd (BITF) 这两只高风险科技股的投资前景 [1] Rezolve Ai (RZLV) 业务与市场定位 - 公司专注于AI商务和数字零售技术领域 旨在通过企业AI和电子商务平台实现货币化 [1] - 公司的Brain Suite产品组合（包括Brain Commerce和Brain Checkout）为超过100家客户提供服务 其中包括乐天集团和科森科技等巨头 [3] - Brain Suite通过部署自主AI代理 能够实时进行搜索、履约、交易和个性化服务 [3] - 公司与微软和谷歌建立了合作伙伴关系 这两家科技巨头负责其产品在全球企业中的分销 [4] Rezolve Ai (RZLV) 运营与财务表现 - 2025年上半年收入实现426%的同比增长 [2] - 年内迄今已获得超过9000万美元的年度经常性收入 管理层预计2025年末ARR将达到至少1.5亿美元 2026年达到5亿美元 [2] - 在2025年前八个月 Brain Suite处理了超过130亿次API调用 并支持了16亿次搜索会话 [4] - 公司财务表现受到亏损影响 2025年上半年净亏损扩大至5790万美元 [5] Bitfarms Ltd (BITF) 业务转型与战略 - 公司是一家比特币矿企 正战略性转向高性能计算和AI基础设施业务 [1] - 此次转型重点在美国市场 其多年期管道中超过80%和正在开发中的兆瓦容量的100%都集中在美国 [6] - 公司已从麦格理集团为Panther Creek园区获得了3亿美元的债务融资 [7] - 公司与以数据中心架构闻名的T5 Data Centers合作 进行HPC/AI数据中心的预建设计和开发 [7] Bitfarms Ltd (BITF) 运营与财务表现 - 2025年第二季度收入实现87%的同比增长 [6] - Zacks共识预期预计公司2025年销售额为3.145亿美元 同比增长63.1% 2026年销售额为3.67亿美元 增长16.7% [11] - HPC/AI业务仍处于早期阶段 收入流严重依赖加密货币业务 且该业务资本密集 需要确保和维护与超大规模或企业客户的合同 [8] 股票表现与估值比较 - Bitfarms股价在过去三个月飙升250% 超过行业33.7%的涨幅 而Rezolve Ai同期上涨39.6% [13] - 过去一个月 Bitfarms股价上涨45% 超过行业1.7%的涨幅 而Rezolve Ai下跌19.2% [14] - Bitfarms的远期市销率为6.37倍 高于其12个月中位数1.91倍 Rezolve Ai的远期市销率为5.38倍 低于其9.55倍的中位数 [17] - Zacks对Rezolve Ai的评级为3级（持有） 对Bitfarms的评级为4级（卖出） [22]

合并交易 - 比特币矿企Core Scientific股东否决了与AI基础设施公司CoreWeave价值90亿美元的全股票合并协议 [1] - 公司未获得批准该合并协议所需的足够股东投票数 [1] - 该收购提案最初于7月初由英伟达支持的CoreWeave提出 [2] 公司背景与市场表现 - CoreWeave是OpenAI的合作伙伴，为其训练下一代先进语言模型提供AI基础设施 [3] - CoreWeave上月从英伟达获得一份价值63亿美元的订单，英伟达有义务在2032年4月前购买其剩余未售出的算力容量 [3] - 消息公布后，CoreWeave股价在10月30日下跌超过6%，收于131.06美元，而Core Scientific股价相对平稳，收于20.74美元 [4] 行业趋势与背景 - AI公司为满足激增的计算需求，出现寻求电力资源丰富基础设施的广泛趋势，该合并提案是此趋势的一部分 [2] - 比特币挖矿是通过高性能计算解决复杂加密函数以验证和添加区块的过程，矿工获得比特币作为奖励 [5] - 近年来比特币挖矿变得更复杂和昂贵，尽管比特币价格上涨，但挖矿奖励被削减，迫使矿企转向AI等其他领域 [5] - Core Scientific股东认为该收购交易低估了比特币矿企的价值 [6]

Riot Platforms (RIOT) shares rose 5% pre-market after the bitcoin (BTC) mining company unexpectedly posted a third-quarter profit on record revenue. Net income was $104.5 million, or 26 cents per diluted share, compared with a loss of $154.4 million, or 54 cents, the year before. The company had been expected to post a 12 cent-a-share loss, according to Zacks Equity Research. Revenue more than doubled to $180.2 million from the year-earlier quarter, driven mainly by a $93 million increase in bitcoin mini ...

Why are Mara and Riot, the world's top Bitcoin miners, underperforming Bitcoin?During the past three years, Bitcoin's (BTC 1.05%) price surged more than 450%. The world's top cryptocurrency rallied as interest rates peaked, its first spot price exchange-traded funds (ETFs) were approved, and its latest halving cut the rewards for mining in half. The growing adoption of Bitcoin among retail, institutional, corporate, and even government investors made it seem like a more viable hedge against inflation and ot ...

人工智能的能源需求 - 人工智能是史上最耗电的技术，每次ChatGPT查询和模型更新都消耗巨大能量，其数据中心耗电量堪比小型城市 [1][2] - 人工智能的能源需求正将全球电网推向极限，导致电网紧张和电价上涨 [1][2] - 行业领袖发出警告，人工智能的未来取决于能源突破，否则明年可能面临电力短缺 [2] 被忽视的投资机会 - 一家鲜为人知的公司拥有关键的能源基础设施资产，定位于满足人工智能即将爆发的能源需求，是终极的“后门”投资标的 [3][6] - 该公司并非芯片制造商或云平台，而是人工智能能源需求的“收费站”运营者，将从数字时代最有价值的商品——电力中获利 [3][4] 公司的核心业务与优势 - 公司业务横跨人工智能、能源、关税和回流制造等多个关键趋势，处于美国下一代电力战略的核心位置 [5][6][7] - 公司拥有关键的核能基础设施资产，并且是少数能在石油、天然气、可再生燃料和工业基础设施领域执行大型复杂EPC项目的全球性企业 [7] - 公司在美国液化天然气出口领域扮演关键角色，该行业预计将在新的能源政策下爆发式增长 [5][7] 公司的财务状况 - 公司完全无负债，并且持有大量现金，其现金储备相当于其总市值的近三分之一 [8] - 剔除现金和投资后，公司交易市盈率低于7倍，估值极具吸引力 [10] - 公司还持有另一家热门人工智能公司的巨额股权，为投资者提供了间接接触多个人工智能增长引擎的机会 [9] 公司的增长催化剂 - 公司受益于人工智能基础设施超级周期、关税驱动的制造业回流潮、美国液化天然气出口激增以及核能领域的独特布局这四大增长动力 [14] - 华尔街开始注意到该公司，一些隐秘的对冲基金经理已在闭门投资峰会上推荐该股票 [9]

A man who claims to have worked on a Core Scientific (NASDAQ: CORZ) facility in Denton, Texas is suing the bitcoin miner, its key partner CoreWeave (NASDAQ: CRWV), and even OpenAI, alleging that he “sustained catastrophic burn injuries when electrical transformers exploded at a worksite in Denton, Texas,” according to a lawsuit filed by Arnold & Itkin LLP. Get these headlines directly to your inbox: subscribe to Blockspace. The plaintiff, Joseph Soroka, is bringing the case against “multiple corporate def ...

Record quarterly revenue of $180.2 millionNet income of $104.5 million, or $0.26 diluted EPSAdjusted EBITDA of $197.2 millionAnnounces initiation of 112 MW of core and shell for data center campus CASTLE ROCK, Colo., Oct. 30, 2025 (GLOBE NEWSWIRE) -- Riot Platforms, Inc. (NASDAQ: RIOT) (“Riot” or “the Company”), a Bitcoin-driven industry leader in the development of large-scale data centers and bitcoin mining applications, reported financial results for the three-month period ended September 30, 2025. The a ...

NASDAQ: RIOT Riot Platforms (NASDAQ: RIOT) Q3 2025 Update October 30, 2025 Corsicana data center conceptual rendering Forward Looking Statements Statements in this presentation that are not statements of historical fact are forward-looking statements that reflect management's current expectations, assumptions, and estimates of future performance and economic conditions, and are not guarantees of future performance or actual results. Such statements are made in reliance on the safe harbor provisions of Secti ...

A planned merger between Bitcoin mining firm Core Scientific and artificial intelligence and cloud data center CoreWeave has been called off after a stockholder vote held on Oct. 30. According to the initial terms reported back in July, CoreWeave was slated to purchase Core Scientific in an all-stock deal for $20.40 per share at a total valuation of approximately $9 billion. Stockholders Reject Merger Deal According to the US Securities and Exchange Commission (SEC), CoreWeave did not receive the requis ...