{"id":9028,"date":"2025-11-16T18:11:26","date_gmt":"2025-11-16T09:11:26","guid":{"rendered":"https:\/\/www.coinspeaker.com\/kr\/?p=9028"},"modified":"2025-11-16T18:13:39","modified_gmt":"2025-11-16T09:13:39","slug":"bitfarms-stock-plunges-as-company-shifts-from-btc-mining-to-ai","status":"publish","type":"post","link":"https:\/\/www.coinspeaker.com\/kr\/bitfarms-stock-plunges-as-company-shifts-from-btc-mining-to-ai\/","title":{"rendered":"\ube44\ud2b8\ud31c\uc2a4, \ube44\ud2b8\ucf54\uc778 \ucc44\uad74 \uc811\uace0 AI \uc804\ud658 \uc120\uc5b8… \uc8fc\uac00 18% \uae09\ub77d"},"content":{"rendered":"
\uce90\ub098\ub2e4 \ube44\ud2b8\ucf54\uc778 \ucc44\uad74 \uae30\uc5c5 \ube44\ud2b8\ud31c\uc2a4<\/a>(Bitfarms, \ud2f0\ucee4: BITF)\uac00 \uae30\uc874 \ube44\ud2b8\ucf54\uc778 \ucc44\uad74 \uc0ac\uc5c5\uc744 \ub2e8\uacc4\uc801\uc73c\ub85c \uc885\ub8cc\ud558\uace0, \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC) \ubc0f \uc778\uacf5\uc9c0\ub2a5 \ub370\uc774\ud130 \uc13c\ud130 \uc0ac\uc5c5\uc73c\ub85c \uc0ac\uc5c5 \ubc29\ud5a5\uc744 \uc644\uc804\ud788 \uc804\ud658\ud558\uaca0\ub2e4\uace0 \ubc1c\ud45c\ud588\ub2e4.<\/p>\n \ud574\ub2f9 \uacc4\ud68d\uc740 2025\ub144 3\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c<\/a>\uc640 \ud568\uaed8 \uacf5\uac1c\ub410\uc73c\uba70, \uc5ec\uae30\uc5d0\ub294 \ubbf8\uad6d \uc6cc\uc2f1\ud134\uc8fc\uc5d0 \uc704\uce58\ud55c \ub370\uc774\ud130 \uc13c\ud130 \uc804\ud658 \uacc4\ud68d\ub3c4 \ud3ec\ud568\ub410\ub2e4.<\/p>\n \ud68c\uc0ac \uce21\uc740 \uc774\ubc88 \uc804\ud658\uc744 \ud1b5\ud574 2026\ub144\ubd80\ud130 2027\ub144 \uc0ac\uc774 \ube44\ud2b8\ucf54\uc778 \ucc44\uad74 \uc0ac\uc5c5\uc744 \uc644\uc804\ud788 \ucca0\uc218\ud560 \uac83\uc774\ub77c\uace0 \ubc1d\ud614\uc73c\uba70, \ubcf4\uc720 \uc911\uc778 \uc804\ub825 \uc778\ud504\ub77c \ubc0f \ubd80\ub3d9\uc0b0 \uc790\uc0b0\uc744 AI, HPC \uc778\ud504\ub77c \uad6c\ucd95\uc5d0 \uc7ac\ubc30\uce58\ud560 \uc608\uc815\uc774\ub2e4.<\/p>\n \ube44\ud2b8\ud31c\uc2a4 \uc804\ud658 \uc804\ub7b5\uc758 \uccab \ubc88\uc9f8 \uc0ac\ub840\ub294 \ubbf8\uad6d \uc6cc\uc2f1\ud134\uc8fc \uc18c\uc7ac\uc758 18MW\uae09 AI \ub370\uc774\ud130 \uc13c\ud130<\/strong>\ub2e4. \uc774 \uc2dc\uc124\uc740 \uace0\uc131\ub2a5 GPU\uc5d0 \ucd5c\uc801\ud654\ub41c AI \uc2dc\uc124\ub85c \uc7ac\uad6c\ucd95\ub420 \uc608\uc815\uc774\uba70, \uc5d4\ube44\ub514\uc544\uc758 \ucc28\uc138\ub300 GB300 GPU\uae09 \uc5f0\uc0b0 \uc7a5\ube44\ub97c \uc218\uc6a9\ud560 \uc218 \uc788\ub3c4\ub85d \uc124\uacc4\ub41c\ub2e4. \ub610\ud55c \uace0\ub3c4\ud654\ub41c \uc561\uccb4 \ub0c9\uac01 \uc2dc\uc2a4\ud15c\uc774 \ub3c4\uc785\ub418\uba70, \ub799\ub2f9 \ucd5c\ub300 190kW\uc758 \uc804\ub825 \ubc00\ub3c4\ub97c \uc9c0\uc6d0\ud560 \uc608\uc815\uc774\ub2e4. \ubaa9\ud45c \uc804\ub825 \uc0ac\uc6a9 \ud6a8\uc728(PUE)\uc740 1.2\uc5d0\uc11c 1.3 \uc218\uc900\uc73c\ub85c \uc124\uc815\ub3fc, \uc5c5\uacc4 \ucd5c\uace0 \uc218\uc900\uc758 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc744 \uad6c\ud604\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\ub2e4.<\/p>\n \uc774 \ud504\ub85c\uc81d\ud2b8\ub97c \uc704\ud574 1\uc5b5 2,800\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc7a5\ube44 \uad6c\ub9e4 \uacc4\uc57d\uc774 \uc774\ubbf8 \uccb4\uacb0\ub41c \uc0c1\ud0dc\uc774\uba70, \uc790\uae08\ub3c4 \uc804\uc561 \ud655\ubcf4\ub41c \uac83\uc73c\ub85c \uc54c\ub824\uc84c\ub2e4. \uc644\uacf5 \uc2dc\uc810\uc740\u00a0 2026\ub144 12\uc6d4\ub85c \uc608\uc815\ub3fc \uc788\ub2e4. \uc774\uc5d0 \ub530\ub77c \ube44\ud2b8\ud31c\uc2a4\ub294 \uae30\uc874 \ucc44\uad74 \uc778\ud504\ub77c\ub97c \uc810\uc9c4\uc801\uc73c\ub85c AI \ub370\uc774\ud130\uc13c\ud130\ub85c \uc804\ud658\ud560 \uacc4\ud68d\uc774\ub2e4.<\/p>\n \ube44\ud2b8\ud31c\uc2a4\uc758 \uc2e4\uc801 \ubc1c\ud45c\uc5d0 \ub530\ub974\uba74, \ud68c\uc0ac\ub294 \uc9c0\uc18d \uc0ac\uc5c5 \uae30\uc900\uc73c\ub85c \ub9e4\ucd9c 6,900\ub9cc \ub2ec\ub7ec, \uc21c\uc190\uc2e4 4,600\ub9cc \ub2ec\ub7ec<\/strong>(\uc8fc\ub2f9 0.08\ub2ec\ub7ec)\ub97c \uae30\ub85d\ud588\ub2e4.\uc774\ubc88 \uc190\uc2e4\uc5d0\ub294 \uc544\ub974\ud5e8\ud2f0\ub098\uc640 \ud30c\ub77c\uacfc\uc774 \ub4f1 \uc911\ub0a8\ubbf8 \uc0ac\uc5c5 \ucca0\uc218\uc758 \uc601\ud5a5\uc774 \ubc18\uc601\ub410\ub2e4. \ud574\ub2f9 \uc9c0\uc5ed \uc0ac\uc5c5\uc740 \ud604\uc7ac ‘\uc911\ub2e8\ub41c \uc0ac\uc5c5 \ubd80\ubb38’\uc73c\ub85c \ubd84\ub958\ub3fc \uc788\uc73c\uba70, \ud68c\uc0ac\ub294 \ud6a8\uc728\uc131 \uc81c\uace0\ub97c \uc704\ud574 \uc804\ub7b5\uc801 \ucca0\uc218\ub97c \ub2e8\ud589\ud588\ub2e4.<\/p>\n \uc790\uae08 \uce21\uba74\uc5d0\uc11c \ube44\ud2b8\ud31c\uc2a4\ub294 \uacf5\uaca9\uc801\uc778 \uc870\ub2ec \ud589\ubcf4\ub97c \uc774\uc5b4\uac00\uace0 \uc788\ub2e4. \ucd5c\uadfc 5\uc5b5 8,800\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc804\ud658 \uc0ac\ucc44\ub97c \ubc1c\ud589\ud588\uc73c\uba70, \ub3d9\uc2dc\uc5d0 \ud39c\uc2e4\ubca0\ub2c8\uc544\uc8fc \ud32c\uc11c \ud06c\ub9ad(Panther Creek) \ucea0\ud37c\uc2a4 \uac1c\ubc1c\uc744 \uc704\ud55c \ucd5c\ub300 3\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud504\ub85c\uc81d\ud2b8 \ud30c\uc774\ub0b8\uc2f1<\/strong> \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\ub2e4.<\/p>\n \uc774 \uc911 5,000\ub9cc \ub2ec\ub7ec\ub294 \uc774\ubbf8 \uc9c0\ub09c 10\uc6d4 \uc870\uae30 \ud22c\uc785\ub418\uc5b4, \uc7a5\uae30 \uc124\ube44 \uad6c\ub9e4 \uc790\uae08\uc73c\ub85c \ud65c\uc6a9\ub418\uace0 \uc788\ub2e4.<\/p>\n \ud604\uc7ac \ube44\ud2b8\ud31c\uc2a4\ub294 \ubd81\ubbf8 \uc804\uc5ed\uc5d0\uc11c \ucd1d 12\uacf3\uc758 \ub370\uc774\ud130 \uc13c\ud130\ub97c \uc6b4\uc601 \uc911\uc774\uba70, \uac00\ub3d9 \uc911\uc778 \uc804\ub825 \uc6a9\ub7c9\uc740 341MW\uc5d0 \ub2ec\ud55c\ub2e4. \ub610\ud55c \uc804\uccb4 \ubd81\ubbf8 \uc5d0\ub108\uc9c0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub294 2.1GW \uaddc\ubaa8\ub85c, \ud5a5\ud6c4 \ub2e4\uc218\uc758 \ubd80\uc9c0\ub97c AI \ubc0f HPC \uc6a9\ub3c4\ub85c \uc7ac\uad6c\uc131\ud560 \uc218 \uc788\ub294 \uc5ec\ub825\uc774 \ucda9\ubd84\ud558\ub2e4.<\/p>\n \ubca4 \uac1c\uadf8\ub10c(Ben Gagnon) CEO\ub294 \uc774\ubc88 AI \uc804\ud658\uc774 \ud68c\uc0ac\uc758 \ud575\uc2ec \uc804\ub7b5\uc774\ub77c\uace0 \uac15\uc870\ud588\ub2e4. \ud2b9\ud788 \uc6cc\uc2f1\ud134 \ucea0\ud37c\uc2a4\ub294 GPU \uc11c\ube44\uc2a4(GaaS)\uc758 \ud5c8\ube0c\ub85c \uc6b4\uc601\ub420 \uc608\uc815\uc774\uba70, \ube44\ud2b8\ucf54\uc778 \ucc44\uad74 \uc0ac\uc5c5 \uc5ed\uc0ac\uc0c1 \uac00\uc7a5 \ub192\uc740 \uc601\uc5c5\uc774\uc775\uc744 \ucc3d\ucd9c\ud560 \uc218 \uc788\ub294 \uc7a0\uc7ac\ub825\uc774 \uc788\ub2e4\uace0 \uc5b8\uae09\ud588\ub2e4. \ucc44\uad74 \uc0ac\uc5c5 \ucca0\uc218\ub294 2026\ub144\ubd80\ud130 2027\ub144 \uc0ac\uc774\uc5d0 \uc21c\ucc28\uc801\uc73c\ub85c \uc9c4\ud589\ub420 \uc608\uc815\uc774\ub2e4.<\/p>\n \uc774\ubc88 \ubc1c\ud45c \uc774\ud6c4 \ube44\ud2b8\ud31c\uc2a4 \uc8fc\uac00\ub294 \uae09\ub77d\uc138\ub97c \ubcf4\uc600\ub2e4. \ub2e4\uc218\uc758 \uc5b8\ub860\uc740 \ube44\ud2b8\ud31c\uc2a4 \uc8fc\uac00\uac00 \ub450 \uc790\ub9bf\uc218 \ud558\ub77d\ub960\uc744 \uae30\ub85d\ud588\ub2e4\uace0 \ubcf4\ub3c4\ud588\uc73c\uba70, \uc2dc\uc7a5\uc5d0\uc11c\ub294 3\ubd84\uae30 \uc2e4\uc801 \ubd80\uc9c4\uacfc \ud568\uaed8 AI \uc778\ud504\ub77c \uad6c\ucd95\uc744 \uc704\ud55c \ub300\uaddc\ubaa8 \uc790\ubcf8 \uc9c0\ucd9c \uacc4\ud68d\uc774 \ud22c\uc790\uc790\ub4e4\uc5d0\uac8c \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud55c \uac83\uc73c\ub85c \ubcf4\uace0 \uc788\ub2e4.<\/p>\n \ube44\ud2b8\ud31c\uc2a4 \uc8fc\uac00 \uae09\ub77d | \ucd9c\ucc98: \uad6c\uae00 \uae08\uc735<\/p><\/div>\n \ube44\ud2b8\ucf54\uc778 \uac00\uaca9 \uc5ed\uc2dc \uc57d\uc138 \ud750\ub984\uc744 \ubcf4\uc774\uace0 \uc788\ub2e4. \ucd5c\uadfc \uba87 \ucc28\ub840 9\ub9cc 9\ucc9c \ub2ec\ub7ec \uad6c\uac04\uc744 \uc7ac\uc2dc\ud5d8\ud55c \ud6c4, \ube44\ud2b8\ucf54\uc778\uc740 9\ub9cc 5\ucc9c~10\ub9cc 1\ucc9c \uc0ac\uc774\uc5d0\uc11c \ud6a1\ubcf4 \uc911\uc774\ub2e4. \uc774 \uac19\uc740 \uac00\uaca9 \uc815\uccb4\ub294 \ube44\ud2b8\ucf54\uc778 \ucc44\uad74 \uae30\uc5c5\ub4e4\uc758 \ub2e8\uae30 \ud604\uae08 \ud750\ub984\uc5d0 \uc555\ubc15\uc744 \uac00\ud558\uace0 \uc788\ub2e4.<\/p>\n \ube44\ud2b8\ucf54\uc778 9\ub9cc 5\ucc9c \ub2ec\ub7ec\ub300\ub85c \ud558\ub77d | \ucd9c\ucc98: \ucf54\uc778\ub9c8\ucf13\ucea1<\/p><\/div>\n \ube44\ud2b8\ud31c\uc2a4 \uc678\uc5d0\ub3c4 \ub2e4\uc218\uc758 \ub300\ud615 \ucc44\uad74 \uae30\uc5c5\ub4e4\uc774 AI \uc0b0\uc5c5 \uc9c4\ucd9c\uc744 \ubcf8\uaca9\ud654\ud558\uace0 \uc788\ub2e4. \ub9c8\ub77c\ud1a4 \ub514\uc9c0\ud138 \ud640\ub529\uc2a4(Marathon, \ud2f0\ucee4: MARA)<\/a>\ub294 3\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c\uc5d0\uc11c AI \ubc0f \uc778\ud504\ub77c \uc0ac\uc5c5 \ud655\uc7a5\uc744 \uc608\uace0\ud588\uace0, \ud5db 8(Hut 8)\uc740 GPU \uae30\ubc18 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \ub77c\uc778\uc744 \uc0c8\ub86d\uac8c \uc120\ubcf4\uc600\ub2e4. \uc544\uc774\ub9ac\uc2a4 \uc5d0\ub108\uc9c0(IREN)\ub294 \uc774\ubbf8 \ucd1d 2\ub9cc 3\ucc9c \uac1c\uc758 GPU\ub97c \ud655\ubcf4\ud55c \ub2e4\ub144\uac04\uc758 AI \ud074\ub77c\uc6b0\ub4dc \uacc4\uc57d\uc744 \uccb4\uacb0\ud55c \uc0c1\ud0dc\ub2e4. \uadf8\ub7ec\ub098 \ube44\ud2b8\ud31c\uc2a4\ub294 \uc774\ub4e4 \uc911\uc5d0\uc11c\ub3c4 \ucd5c\ucd08\ub85c \uc804\uccb4 \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378 \ucc28\uc6d0\uc5d0\uc11c \ube44\ud2b8\ucf54\uc778 \ucc44\uad74 \ucca0\uc218\ub97c \uba85\ubb38\ud654\ud55c \uae30\uc5c5\uc774\ub77c\ub294 \uc810\uc5d0\uc11c \uc8fc\ubaa9\uc744 \ubc1b\uace0 \uc788\ub2e4.<\/p>\n\uc6cc\uc2f1\ud134 \ub370\uc774\ud130\uc13c\ud130, \uccab AI \uc804\ud658 \uac70\uc810… \uc5d4\ube44\ub514\uc544 GPU \uae30\ubc18 \ub0c9\uac01 \uc2dc\uc2a4\ud15c \ub3c4\uc785<\/h2>\n
3\ubd84\uae30 \uc21c\uc190\uc2e4 4,600\ub9cc \ub2ec\ub7ec… \uc911\ub0a8\ubbf8 \uc0ac\uc5c5 \ucca0\uc218 \uc601\ud5a5<\/h2>\n
\ube44\ud2b8\ud31c\uc2a4\uc758 \uc804\ub7b5\uc801 \uc804\ud658 \uc774\uc720\ub294?<\/h2>\n
BITF \uc8fc\uac00 \uae09\ub77d… AI \uc804\ud658 \ubc1c\ud45c\uc5d0 \ud22c\uc790\uc790 \ubc18\uc751\uc740 \ubd80\uc815\uc801<\/h2>\n


\uc554\ud638\ud654\ud3d0 \ucc44\uad74 \uae30\uc5c5\ub4e4\uc758 AI \uc9c4\ucd9c \uc6c0\uc9c1\uc784 \ud655\uc0b0<\/h2>\n