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Elisha Ferro OlCR
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#BitDigital转型 #BitDigital转型 BitDigital（纳斯达克：BTBT）正从比特币挖矿向AI算力服务积极转型。核心策略包括： 1. **缩减挖矿业务**：逐步降低比特币挖矿占比，应对行业波动； 2. **重押AI基础设施**：斥资超1.5亿美元采购英伟达GPU（如H100），部署超2,000张高端算力卡； 3. **布局云计算服务**：搭建GPU集群，提供AI模型训练/推理的B端云服务，客户涵盖云平台与AI企业。 **驱动因素**：比特币减半挤压矿企利润，而生成式AI爆发推高算力需求，开辟新增长曲线。 **风险与机遇**：需平衡跨行业运营能力，但转型已获市场初步认可（股价2024年涨超30%），若成功切入AI供应链，估值逻辑或重塑。
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