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U.S. technology companies are increasingly purchasing or leasing energy assets held by bitcoin miners.
美国科技公司越来越多地购买或租赁比特币矿工持有的能源资产。
These moves come as technology companies hurry to secure a supply of electricity for their growing artificial intelligence (AI) and cloud computing data centers.
这些举措出台之际，科技公司正急于为其不断增长的人工智能和云计算数据中心确保电力供应。
Those data centers are driving the fastest increase in U.S. electricity demand since 2000.
这些数据中心正在推动美国自2000年以来用电量需求最快增长。
The demand is growing faster than the electricity grid.That means big technology companies, like Amazon and Microsoft, are aiming to secure large amounts of electricity.
需求的增长速度超过了电网的增长速度。这意味着亚马逊和微软等大型科技公司正致力于获得大量的电力。
Growing power demand is affecting the cryptocurrency mining industry – an industry that uses a lot of energy.
不断增长的电力需求正在影响加密货币挖矿行业——一个使用大量能源的行业。
Some miners are making a profit by leasing or selling their power-connected infrastructure and centers.
一些矿工通过租赁或出售他们的电力连接基础设施和中心来盈利。
But other miners cannot get enough electricity to stay in business.
但是其他矿商无法获得足够的电力来维持业务。
Greg Beard is chief of Stronghold Digital Mining, a publicly traded bitcoin mining company based in Pennsylvania.
格雷格·比尔德是StrongholdDigitalMining的首席执行官，这是一家位于宾夕法尼亚州的上市比特币矿业公司。
"The AI battle for dominance is a battle being had by the biggest and best capitalized companies in the world and they care like their lives depend on it that they win," he said.
他说：“这场争夺主导地位的人工智能之战，是由世界上规模最大、资本最雄厚的公司进行的一场战斗，他们非常在意这场胜利，将其视之为生命。”
"Do they care about what they pay for power? Probably not."
他们在乎为电力支付的费用吗？大概不在乎吧。
Electric Power Research Institute is a non-profit energy research company based in Palo Alto, California.
电力研究所是一家位于加利福尼亚州帕洛阿尔托的非营利能源研究公司。
It said in May that data centers could use up to nine percent of total electricity produced in the U.S. by 2030. That is more than double their current use.
它在5月表示，到2030年，数据中心可能会使用美国总发电量的9%。这是它们目前使用量的两倍多。
This change comes as technology companies are paying a lot to grow their computing centers.
这种变化发生之际，科技公司正在为扩大其计算中心支付大量资金。
The International Energy Agency (IEA) says that data centers currently account for about 1 to 1.3 percent of world electricity use. Crypto mining uses 0.4 percent. The IEA says that difference is expected to grow.
国际能源署（IEA）表示，目前数据中心约占全球用电量的1%至1.3%。加密货币挖矿使用0.4%。IEA还表示，这种差异预计会扩大。
Experts expect 20 percent of bitcoin mining power capacity to move to AI by the end of 2027.
专家预计，到2027年底，20%的比特币挖矿算力将转向人工智能。
Over the past year, bitcoin miners have increasingly competed with AI data center owners for the same power production centers and business deals.
在过去的一年里，比特币矿工越来越多地与AI数据中心所有者竞争相同的电力生产中心和商业交易。
That is what heads of more than six publicly traded U.S. crypto mining companies told Reuters.
六家以上美国上市加密货币挖矿公司的负责人向路透社提供了这条消息。
One example took place in Pennsylvania.
其中一个例子发生在宾夕法尼亚州。
Marathon Digital Holdings is the world's biggest publicly traded bitcoin miner.
马拉松数字控股公司是世界上最大的公开交易的比特币矿商。
Two sources who know about the situation said the company was among those considering a nuclear-powered data center owned by Talen Energy in Pennsylvania.
两位了解情况的消息人士称，该公司是考虑收购宾夕法尼亚州塔伦能源公司拥有的核动力数据中心的公司之一。
But technology company Amazon bought the center in a deal announced in March.
但科技公司亚马逊在3月宣布的一项交易中收购了该中心。
Many large miners that own land and are connected to power centers are changing the way they do business.
许多拥有土地并与电力中心相连的大型矿商正在改变他们的经营方式。
They are marketing their property and energy services to AI and cloud computing companies and doing less crypto mining.
他们正在向人工智能和云计算公司推销他们的房地产和能源服务，并减少加密货币挖矿。
"We've gotten a lot of interest from everyone from an Amazon or Google," said Kerri Langlais. He is an official for bitcoin miner TeraWulf.
凯丽-朗莱斯是比特币矿商TeraWulf的一名官员。他说：“亚马逊或谷歌等公司对我们的业务都很感兴趣。”
The company has a center in New York that can produce 770 megawatts of electricity.
该公司在纽约有一个中心，该中心可以生产770兆瓦的电力。
Core Scientific is a crypto miner that a court recently permitted to restructure after its earlier financial failure.
CoreScientific是一家加密货币矿商，法院最近允许其在早期财务失败后进行重组。
In June, Core Scientific became the first bitcoin miner to announce a major agreement.
6月，CoreScientific成为首家宣布重大协议的比特币矿商。
The deal was to lease its power-connected production centers to the company CoreWeave, which is supported by Nvidia.
这笔交易是将其电力连接的生产中心出租给由Nvidia支持的公司CoreWeave。
The deals are estimated to be worth more than $6.7 billion over 12 years.
这些交易预计在12年内价值超过67亿美元。
Several miners have since said they would lease or act as subcontractors to develop AI data centers.
几位矿商此后表示，他们将租赁或充当分包商来开发AI数据中心。
Morgan Stanley said providing electricity for AI and cloud computing could be profitable for big crypto miners.
摩根士丹利表示，为人工智能和云计算提供电力可以为大型加密货币矿商带来利润。
The investment bank said it could make their centers as much as five times more valuable.
该投资银行表示，它可以使他们的中心价值增加多达五倍。
Morgan Stanley also said technology companies could save billions of dollars by buying or leasing space from a miner with at least 100 megawatts of electricity production.
摩根士丹利还表示，科技公司可以通过从至少拥有100兆瓦电力生产能力的矿商那里购买或租赁空间来节省数十亿美元。
It said such deals could cut the wait times for a data center to launch by about 3.5 years.
它表示，此类交易可以将数据中心的推出时间缩短约3.5年。
I’m John Russell。
我是约翰·罗素。
