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

GateNews

2026-01-29 01:28:07

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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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