<p>C&#7893; phi&#7871;u c&#7911;a c&ocirc;ng ty khai th&aacute;c ti&#7873;n &#273;i&#7879;n t&#7917; Bitdeer Technologies &#273;&atilde; t&#259;ng g&#7847;n 30% v&agrave;o th&#7913; T&#432;, &#273;&#7841;t m&#7913;c cao nh&#7845;t m&#7885;i th&#7901;i &#273;&#7841;i l&agrave; 27 USD, k&eacute;o d&agrave;i &#273;&#7907;t t&#259;ng hai ng&agrave;y nh&#7901; s&#7843;n l&#432;&#7907;ng khai th&aacute;c m&#7841;nh m&#7869; v&agrave; k&#7871; ho&#7841;ch trung t&acirc;m d&#7919; li&#7879;u AI &#273;&#7847;y tham v&#7885;ng.</p>
<p>&#272;&#7907;t t&#259;ng n&agrave;y tr&ugrave;ng h&#7907;p v&#7899;i vi&#7879;c Bitcoin gi&#7919; v&#7919;ng g&#7847;n m&#7913;c 110,000 USD, cho th&#7845;y s&#7921; ki&ecirc;n c&#432;&#7901;ng sau nh&#7919;ng &#273;&#7907;t t&#259;ng g&#7847;n &#273;&acirc;y v&agrave; t&#259;ng c&#432;&#7901;ng ni&#7873;m tin trong to&agrave;n ng&agrave;nh khai th&aacute;c. T&#7893;ng v&#7889;n h&oacute;a th&#7883; tr&#432;&#7901;ng c&#7911;a c&aacute;c c&ocirc;ng ty khai th&aacute;c ni&ecirc;m y&#7871;t hi&#7879;n &#273;&atilde; v&#432;&#7907;t qu&aacute; 90 t&#7927; USD &mdash; h&#417;n g&#7845;p &#273;&ocirc;i m&#7913;c ghi nh&#7853;n v&agrave;o th&aacute;ng 08.</p>
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-mining-output-hits-new-records">S&#7843;n l&#432;&#7907;ng khai th&aacute;c &#273;&#7841;t k&#7927; l&#7909;c m&#7899;i</h2>

<p>Bitdeer &#273;&atilde; khai th&aacute;c 452 BTC trong th&aacute;ng 09, t&#259;ng 20.5% so v&#7899;i th&aacute;ng 08, &#273;&#7849;y hashrate t&#7921; khai th&aacute;c c&#7911;a c&ocirc;ng ty l&ecirc;n 35 exahashes m&#7895;i gi&acirc;y. Ban qu&#7843;n l&yacute; d&#7921; ki&#7871;n &#273;&#7841;t 40 EH/s v&agrave;o cu&#7889;i th&aacute;ng 10. Nh&#7919;ng th&agrave;nh t&#7921;u n&agrave;y theo sau vi&#7879;c tri&#7875;n khai c&aacute;c m&aacute;y SEALMINER A2 v&agrave; A3 m&#7899;i, &#273;&#7841;t hi&#7879;u su&#7845;t d&#432;&#7899;i 10 joules m&#7895;i terahash.</p>
<blockquote class="max-w-xl text-4.5 border-l-2 border-blue-600 pl-11 mb-9 select-all [&amp;_p]:!mb-0 wp-block-quote is-layout-flow wp-block-quote-is-layout-flow">
<p>&ldquo;S&#7921; m&#7903; r&#7897;ng c&#7911;a ch&uacute;ng t&ocirc;i &#273;&#432;&#7907;c th&uacute;c &#273;&#7849;y b&#7903;i nhu c&#7847;u ng&agrave;y c&agrave;ng t&#259;ng v&#7873; s&#7913;c m&#7841;nh t&iacute;nh to&aacute;n,&rdquo; &ocirc;ng Matt Kong, Gi&aacute;m &#273;&#7889;c Kinh doanh cho bi&#7871;t. &ldquo;&#272;i&#7873;u n&agrave;y &#273;&atilde; tr&#7903; th&agrave;nh m&#7897;t &#273;&#7897;ng l&#7921;c m&#7841;nh m&#7869; &#273;&#7875; th&uacute;c &#273;&#7849;y c&#7843; s&aacute;ng ki&#7871;n khai th&aacute;c v&agrave; AI c&#7911;a ch&uacute;ng t&ocirc;i.&rdquo;</p>
</blockquote>

<p>T&#7893;ng c&ocirc;ng su&#7845;t &#273;i&#7879;n c&#7911;a Bitdeer &#273;&atilde; &#273;&#7841;t kho&#7843;ng 3 gigawatts, v&#7899;i c&ocirc;ng su&#7845;t m&#7899;i tr&#7921;c tuy&#7871;n t&#7841;i Na Uy, <a href="https://beincrypto.com/bhutans-gmc-adopts-bitcoin-ethereum-and-bnb/" target="_blank" rel="noreferrer noopener">Bhutan</a>, v&agrave; Ohio. &#272;&#7883;a &#273;i&#7875;m Clarington, Ohio c&#7911;a c&ocirc;ng ty s&#7869; cung c&#7845;p 570 megawatts v&agrave;o cu&#7889;i qu&yacute; 3 n&#259;m 2026 &mdash; g&#7847;n m&#7897;t n&#259;m tr&#432;&#7899;c k&#7871; ho&#7841;ch.</p>
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading">Trung t&acirc;m d&#7919; li&#7879;u AI s&#7861;n s&agrave;ng chuy&#7875;n &#273;&#7893;i t&#259;ng tr&#432;&#7903;ng</h2>

<p>C&ocirc;ng ty d&#7921; &#273;&#7883;nh d&agrave;nh h&#417;n 200 MW c&ocirc;ng su&#7845;t cho t&iacute;nh to&aacute;n AI v&agrave;o n&#259;m 2026. Ban qu&#7843;n l&yacute; &#432;&#7899;c t&iacute;nh r&#7857;ng, trong k&#7883;ch b&#7843;n l&#7841;c quan, doanh thu h&agrave;ng n&#259;m li&ecirc;n quan &#273;&#7871;n AI c&oacute; th&#7875; v&#432;&#7907;t qu&aacute; 2 t&#7927; USD. C&aacute;c chuy&#7875;n &#273;&#7893;i b&#7893; sung t&#7841;i bang Washington v&agrave; Tydal, m&#7897;t khu v&#7921;c &#7903; trung t&acirc;m Na Uy, &#273;ang &#273;&#432;&#7907;c ti&#7871;n h&agrave;nh &#273;&#7875; h&#7895; tr&#7907; c&aacute;c kh&#7889;i l&#432;&#7907;ng c&ocirc;ng vi&#7879;c &#273;&ograve;i h&#7887;i GPU cao.</p>
<p>S&aacute;ng ki&#7871;n n&agrave;y gi&uacute;p Bitdeer c&acirc;n b&#7857;ng doanh thu ti&#7873;n &#273;i&#7879;n t&#7917; theo chu k&#7923; v&#7899;i nhu c&#7847;u d&#7883;ch v&#7909; AI &#7893;n &#273;&#7883;nh. C&aacute;c trung t&acirc;m AI c&#7911;a c&ocirc;ng ty cung c&#7845;p c&ocirc;ng su&#7845;t linh ho&#7841;t cho kh&aacute;ch h&agrave;ng trong &#273;i&#7879;n to&aacute;n &#273;&aacute;m m&acirc;y, h&#7879; th&#7889;ng t&#7921; &#273;&#7897;ng v&agrave; &#273;&agrave;o t&#7841;o m&ocirc; h&igrave;nh quy m&ocirc; l&#7899;n, cho ph&eacute;p c&ocirc;ng ty ki&#7871;m ti&#7873;n t&#7915; c&ocirc;ng su&#7845;t d&#432; th&#7915;a trong th&#7901;i k&#7923; suy tho&aacute;i c&#7911;a Bitcoin.</p>
<p>Xu h&#432;&#7899;ng r&#7897;ng h&#417;n cho th&#7845;y c&aacute;c c&ocirc;ng ty khai th&aacute;c &#273;ang &#273;a d&#7841;ng h&oacute;a v&agrave;o d&#7883;ch v&#7909; l&#432;u tr&#7919; AI khi nhu c&#7847;u GPU t&#259;ng m&#7841;nh. S&#7921; t&iacute;ch h&#7907;p d&#7885;c c&#7911;a Bitdeer &mdash; t&#7915; thi&#7871;t k&#7871; <a href="https://vn.beincrypto.com/us-crypto-mining-trump-liberation-day-tariffs/" target="_blank" rel="noreferrer noopener">ASIC</a> &#273;&#7871;n t&#7921; khai th&aacute;c v&agrave; trung t&acirc;m d&#7919; li&#7879;u &mdash; &#273;&#7883;nh v&#7883; c&ocirc;ng ty nh&#432; m&#7897;t nh&agrave; cung c&#7845;p t&iacute;nh to&aacute;n blockchain &ldquo;m&#7897;t c&#7917;a&rdquo;. D&#7883;ch v&#7909; &#273;&aacute;m m&acirc;y AI c&#7911;a c&ocirc;ng ty t&#7841;o ra kho&#7843;ng 8 tri&#7879;u USD doanh thu &#273;&#7883;nh k&#7923; v&#7899;i 86% s&#7917; d&#7909;ng GPU.</p>
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading">C&aacute;c nh&agrave; ph&acirc;n t&iacute;ch d&#7921; &#273;o&aacute;n c&ograve;n nhi&#7873;u ti&#7873;m n&#259;ng t&#259;ng tr&#432;&#7903;ng</h2>

<p>Ph&#7889; Wall v&#7851;n l&#7841;c quan. Cantor Fitzgerald &#273;&atilde; n&acirc;ng m&#7909;c ti&ecirc;u gi&aacute; l&ecirc;n 50 USD v&#7899;i x&#7871;p h&#7841;ng Overweight, trong khi Roth Capital t&aacute;i kh&#7859;ng &#273;&#7883;nh m&#7913;c Mua &#7903; 40 USD. BTIG, m&#7897;t ng&acirc;n h&agrave;ng &#273;&#7847;u t&#432; c&oacute; tr&#7909; s&#7903; t&#7841;i M&#7929;, &#273;&#7863;t m&#7909;c ti&ecirc;u &#7903; m&#7913;c 25 USD. S&#7903; h&#7919;u c&#7911;a c&aacute;c t&#7893; ch&#7913;c c&#361;ng &#273;&atilde; t&#259;ng m&#7841;nh, v&#7899;i c&aacute;c qu&#7929; &#273;&#7847;u c&#417; t&#259;ng c&#7893; ph&#7847;n l&ecirc;n t&#7899;i 70% trong c&aacute;c qu&yacute; g&#7847;n &#273;&acirc;y.</p>
<p>Tuy nhi&ecirc;n, ng&agrave;nh n&agrave;y v&#7851;n &#273;&#7889;i m&#7863;t v&#7899;i th&aacute;ch th&#7913;c. Hashrate m&#7841;ng c&#7911;a Bitcoin &#273;&atilde; v&#432;&#7907;t qua 1 zettahash, &#273;&#7849;y &#273;&#7897; kh&oacute; l&ecirc;n m&#7913;c cao k&#7927; l&#7909;c v&agrave; gi&#7843;m gi&aacute; hash xu&#7889;ng kho&#7843;ng 47 USD m&#7895;i petahash m&#7895;i gi&acirc;y. D&ugrave; v&#7853;y, c&aacute;c nh&agrave; &#273;&#7847;u t&#432; v&#7851;n xem s&#7921; k&#7871;t h&#7907;p gi&#7919;a m&#7903; r&#7897;ng AI v&agrave; khai th&aacute;c hi&#7879;u qu&#7843; c&#7911;a Bitdeer nh&#432; m&#7897;t c&acirc;u chuy&#7879;n t&#259;ng tr&#432;&#7903;ng hi&#7871;m hoi v&#7899;i hai &#273;&#7897;ng c&#417; trong b&ugrave;ng n&#7893; h&#7841; t&#7847;ng k&#7929; thu&#7853;t s&#7889;.</p>
<img style="height:400px;width:640px;" decoding="async" alt="" class="wp-image-761380 lazy" loading="lazy" src="https://assets.beincrypto.com/img/jwYaFL4af4mz9BTM4nwwMmE4zwg=/smart/4083a03fb81443318cc2ac1460b01491">Hi&#7879;u su&#7845;t c&#7893; phi&#7871;u BTDR trong ng&agrave;y qua / Ngu&#7891;n: <a href="https://finance.yahoo.com/quote/BTDR/" target="_blank" rel="noreferrer noopener">Yahoo Finance</a>

<h2 class="bic-gutenberg-heading wp-heading wp-block-heading">Th&#7883; tr&#432;&#7901;ng r&#7897;ng l&#7899;n t&#259;ng tr&#432;&#7903;ng gi&#7919;a c&aacute;c c&ocirc;ng ty khai th&aacute;c c&ocirc;ng khai</h2>

<p>&#272;&#7907;t t&#259;ng gi&aacute; &#273;&atilde; lan r&#7897;ng kh&#7855;p ng&agrave;nh khai th&aacute;c. Marathon Digital k&#7871;t th&uacute;c ng&agrave;y &#7903; m&#7913;c 22.84 USD, duy tr&igrave; &#273;&agrave; t&#259;ng, trong khi Riot Platforms k&#7871;t th&uacute;c g&#7847;n 22.13 USD, ph&#7843;n &aacute;nh xu h&#432;&#7899;ng t&#432;&#417;ng t&#7921;. C&#7843; hai c&#7893; phi&#7871;u &#273;&#7873;u &#273;ang giao d&#7883;ch g&#7847;n m&#7913;c cao nh&#7845;t trong 52 tu&#7847;n g&#7847;n &#273;&acirc;y. Trong khi &#273;&oacute;, <a href="https://vn.beincrypto.com/bitcoin-production-in-september-softens/" target="_blank" rel="noreferrer noopener">CleanSpark</a> t&#259;ng 5.5% &#273;&#7875; &#273;&#7841;t m&#7913;c 23.20 USD, khi c&aacute;c nh&agrave; ph&acirc;n t&iacute;ch ch&#7881; ra hi&#7879;u qu&#7843; chi ph&iacute; c&#7843;i thi&#7879;n v&agrave; m&#7903; r&#7897;ng c&#417; s&#7903; m&#7899;i.</p>
<p>Applied Digital, c&#361;ng &#273;ang chuy&#7875;n h&#432;&#7899;ng sang d&#7883;ch v&#7909; trung t&acirc;m d&#7919; li&#7879;u AI, &#273;&atilde; t&#259;ng 14% gi&#7919;a s&#7921; h&#7913;ng th&uacute; gia t&#259;ng &#273;&#7889;i v&#7899;i c&aacute;c d&#7921; &aacute;n h&#7841; t&#7847;ng GPU. Hut 8 v&agrave; Cipher Mining ghi nh&#7853;n m&#7913;c t&#259;ng nh&#7887; h&#417;n t&#7915; 6&ndash;8%, trong khi Canaan Technologies t&#259;ng h&#417;n 10% sau khi nh&#7853;n &#273;&#432;&#7907;c &#273;&#417;n &#273;&#7863;t h&agrave;ng l&#7899;n cho c&aacute;c m&aacute;y Avalon A15 Pro c&#7911;a m&igrave;nh.</p>
<p>Nh&#7919;ng &#273;&#7907;t t&#259;ng song song n&agrave;y nh&#7845;n m&#7841;nh s&#7921; t&#7921; tin m&#7899;i v&agrave;o c&aacute;c c&ocirc;ng ty khai th&aacute;c t&iacute;ch h&#7907;p d&#7885;c k&#7871;t h&#7907;p t&#7921; khai th&aacute;c, thi&#7871;t k&#7871; ph&#7847;n c&#7913;ng v&agrave; kh&#7843; n&#259;ng l&#432;u tr&#7919; AI. V&#7899;i gi&aacute; Bitcoin &#7893;n &#273;&#7883;nh g&#7847;n m&#7913;c k&#7927; l&#7909;c v&agrave; c&aacute;c qu&#7929; t&#7893; ch&#7913;c chuy&#7875;n sang c&#7893; phi&#7871;u h&#7841; t&#7847;ng k&#7929; thu&#7853;t s&#7889;, ng&agrave;nh khai th&aacute;c d&#432;&#7901;ng nh&#432; &#273;ang chu&#7849;n b&#7883; cho m&#7897;t giai &#273;o&#7841;n t&#259;ng tr&#432;&#7903;ng m&#7899;i &#273;&#432;&#7907;c th&uacute;c &#273;&#7849;y b&#7903;i s&#7921; &#273;a d&#7841;ng h&oacute;a v&agrave; quy m&ocirc;.</p>
<p>T&#7893;ng v&#7889;n h&oacute;a th&#7883; tr&#432;&#7901;ng c&#7911;a c&aacute;c c&ocirc;ng ty khai th&aacute;c c&ocirc;ng khai l&#7899;n &#273;&atilde; v&#432;&#7907;t qua 90 t&#7927; USD.</p>


Bitdeer tăng 30% lên mức cao nhất mọi thời đại nhờ mở rộng AI

<p>C&#7893; phi&#7871;u c&#7911;a c&ocirc;ng ty khai th&aacute;c ti&#7873;n &#273;i&#7879;n t&#7917; Bitdeer Technologies &#273;&atilde; t&#259;ng g&#7847;n 30% v&agrave;o th&#7913; T&#432;, &#273;&#7841;t m&#7913;c cao nh&#7845;t m&#7885;i th&#7901;i &#273;&#7841;i l&agrave; 27 USD, k&eacute;o d&agrave;i &#273;&#7907;t t&#259;ng hai ng&agrave;y nh&#7901; s&#7843;n l&#432;&#7907;ng khai th&aacute;c m&#7841;nh m&#7869; v&agrave; k&#7871; ho&#7841;ch trung t&acirc;m d&#7919; li&#7879;u AI &#273;&#7847;y tham v&#7885;ng.</p>
<p>&#272;&#7907;t t&#259;ng n&agrave;y tr&ugrave;ng h&#7907;p v&#7899;i vi&#7879;c Bitcoin gi&#7919; v&#7919;ng g&#7847;n m&#7913;c 110,000 USD, cho th&#7845;y s&#7921; ki&ecirc;n c&#432;&#7901;ng sau nh&#7919;ng &#273;&#7907;t t&#259;ng g&#7847;n &#273;&acirc;y v&agrave; t&#259;ng c&#432;&#7901;ng ni&#7873;m tin trong to&agrave;n ng&agrave;nh khai th&aacute;c. T&#7893;ng v&#7889;n h&oacute;a th&#7883; tr&#432;&#7901;ng c&#7911;a c&aacute;c c&ocirc;ng ty khai th&aacute;c ni&ecirc;m y&#7871;t hi&#7879;n &#273;&atilde; v&#432;&#7907;t qu&aacute; 90 t&#7927; USD &mdash; h&#417;n g&#7845;p &#273;&ocirc;i m&#7913;c ghi nh&#7853;n v&agrave;o th&aacute;ng 08.</p>
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-mining-output-hits-new-records">S&#7843;n l&#432;&#7907;ng khai th&aacute;c &#273;&#7841;t k&#7927; l&#7909;c m&#7899;i</h2>

<p>Bitdeer &#273;&atilde; khai th&aacute;c 452 BTC trong th&aacute;ng 09, t&#259;ng 20.5% so v&#7899;i th&aacute;ng 08, &#273;&#7849;y hashrate t&#7921; khai th&aacute;c c&#7911;a c&ocirc;ng ty l&ecirc;n 35 exahashes m&#7895;i gi&acirc;y. Ban qu&#7843;n l&yacute; d&#7921; ki&#7871;n &#273;&#7841;t 40 EH/s v&agrave;o cu&#7889;i th&aacute;ng 10. Nh&#7919;ng th&agrave;nh t&#7921;u n&agrave;y theo sau vi&#7879;c tri&#7875;n khai c&aacute;c m&aacute;y SEALMINER A2 v&agrave; A3 m&#7899;i, &#273;&#7841;t hi&#7879;u su&#7845;t d&#432;&#7899;i 10 joules m&#7895;i terahash.</p>
<blockquote class="max-w-xl text-4.5 border-l-2 border-blue-600 pl-11 mb-9 select-all [&amp;_p]:!mb-0 wp-block-quote is-layout-flow wp-block-quote-is-layout-flow">
<p>&ldquo;S&#7921; m&#7903; r&#7897;ng c&#7911;a ch&uacute;ng t&ocirc;i &#273;&#432;&#7907;c th&uacute;c &#273;&#7849;y b&#7903;i nhu c&#7847;u ng&agrave;y c&agrave;ng t&#259;ng v&#7873; s&#7913;c m&#7841;nh t&iacute;nh to&aacute;n,&rdquo; &ocirc;ng Matt Kong, Gi&aacute;m &#273;&#7889;c Kinh doanh cho bi&#7871;t. &ldquo;&#272;i&#7873;u n&agrave;y &#273;&atilde; tr&#7903; th&agrave;nh m&#7897;t &#273;&#7897;ng l&#7921;c m&#7841;nh m&#7869; &#273;&#7875; th&uacute;c &#273;&#7849;y c&#7843; s&aacute;ng ki&#7871;n khai th&aacute;c v&agrave; AI c&#7911;a ch&uacute;ng t&ocirc;i.&rdquo;</p>
</blockquote>

<p>T&#7893;ng c&ocirc;ng su&#7845;t &#273;i&#7879;n c&#7911;a Bitdeer &#273;&atilde; &#273;&#7841;t kho&#7843;ng 3 gigawatts, v&#7899;i c&ocirc;ng su&#7845;t m&#7899;i tr&#7921;c tuy&#7871;n t&#7841;i Na Uy, <a href="https://beincrypto.com/bhutans-gmc-adopts-bitcoin-ethereum-and-bnb/" target="_blank" rel="noreferrer noopener">Bhutan</a>, v&agrave; Ohio. &#272;&#7883;a &#273;i&#7875;m Clarington, Ohio c&#7911;a c&ocirc;ng ty s&#7869; cung c&#7845;p 570 megawatts v&agrave;o cu&#7889;i qu&yacute; 3 n&#259;m 2026 &mdash; g&#7847;n m&#7897;t n&#259;m tr&#432;&#7899;c k&#7871; ho&#7841;ch.</p>
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading">Trung t&acirc;m d&#7919; li&#7879;u AI s&#7861;n s&agrave;ng chuy&#7875;n &#273;&#7893;i t&#259;ng tr&#432;&#7903;ng</h2>

<p>C&ocirc;ng ty d&#7921; &#273;&#7883;nh d&agrave;nh h&#417;n 200 MW c&ocirc;ng su&#7845;t cho t&iacute;nh to&aacute;n AI v&agrave;o n&#259;m 2026. Ban qu&#7843;n l&yacute; &#432;&#7899;c t&iacute;nh r&#7857;ng, trong k&#7883;ch b&#7843;n l&#7841;c quan, doanh thu h&agrave;ng n&#259;m li&ecirc;n quan &#273;&#7871;n AI c&oacute; th&#7875; v&#432;&#7907;t qu&aacute; 2 t&#7927; USD. C&aacute;c chuy&#7875;n &#273;&#7893;i b&#7893; sung t&#7841;i bang Washington v&agrave; Tydal, m&#7897;t khu v&#7921;c &#7903; trung t&acirc;m Na Uy, &#273;ang &#273;&#432;&#7907;c ti&#7871;n h&agrave;nh &#273;&#7875; h&#7895; tr&#7907; c&aacute;c kh&#7889;i l&#432;&#7907;ng c&ocirc;ng vi&#7879;c &#273;&ograve;i h&#7887;i GPU cao.</p>
<p>S&aacute;ng ki&#7871;n n&agrave;y gi&uacute;p Bitdeer c&acirc;n b&#7857;ng doanh thu ti&#7873;n &#273;i&#7879;n t&#7917; theo chu k&#7923; v&#7899;i nhu c&#7847;u d&#7883;ch v&#7909; AI &#7893;n &#273;&#7883;nh. C&aacute;c trung t&acirc;m AI c&#7911;a c&ocirc;ng ty cung c&#7845;p c&ocirc;ng su&#7845;t linh ho&#7841;t cho kh&aacute;ch h&agrave;ng trong &#273;i&#7879;n to&aacute;n &#273;&aacute;m m&acirc;y, h&#7879; th&#7889;ng t&#7921; &#273;&#7897;ng v&agrave; &#273;&agrave;o t&#7841;o m&ocirc; h&igrave;nh quy m&ocirc; l&#7899;n, cho ph&eacute;p c&ocirc;ng ty ki&#7871;m ti&#7873;n t&#7915; c&ocirc;ng su&#7845;t d&#432; th&#7915;a trong th&#7901;i k&#7923; suy tho&aacute;i c&#7911;a Bitcoin.</p>
<p>Xu h&#432;&#7899;ng r&#7897;ng h&#417;n cho th&#7845;y c&aacute;c c&ocirc;ng ty khai th&aacute;c &#273;ang &#273;a d&#7841;ng h&oacute;a v&agrave;o d&#7883;ch v&#7909; l&#432;u tr&#7919; AI khi nhu c&#7847;u GPU t&#259;ng m&#7841;nh. S&#7921; t&iacute;ch h&#7907;p d&#7885;c c&#7911;a Bitdeer &mdash; t&#7915; thi&#7871;t k&#7871; <a href="https://vn.beincrypto.com/us-crypto-mining-trump-liberation-day-tariffs/" target="_blank" rel="noreferrer noopener">ASIC</a> &#273;&#7871;n t&#7921; khai th&aacute;c v&agrave; trung t&acirc;m d&#7919; li&#7879;u &mdash; &#273;&#7883;nh v&#7883; c&ocirc;ng ty nh&#432; m&#7897;t nh&agrave; cung c&#7845;p t&iacute;nh to&aacute;n blockchain &ldquo;m&#7897;t c&#7917;a&rdquo;. D&#7883;ch v&#7909; &#273;&aacute;m m&acirc;y AI c&#7911;a c&ocirc;ng ty t&#7841;o ra kho&#7843;ng 8 tri&#7879;u USD doanh thu &#273;&#7883;nh k&#7923; v&#7899;i 86% s&#7917; d&#7909;ng GPU.</p>
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading">C&aacute;c nh&agrave; ph&acirc;n t&iacute;ch d&#7921; &#273;o&aacute;n c&ograve;n nhi&#7873;u ti&#7873;m n&#259;ng t&#259;ng tr&#432;&#7903;ng</h2>

<p>Ph&#7889; Wall v&#7851;n l&#7841;c quan. Cantor Fitzgerald &#273;&atilde; n&acirc;ng m&#7909;c ti&ecirc;u gi&aacute; l&ecirc;n 50 USD v&#7899;i x&#7871;p h&#7841;ng Overweight, trong khi Roth Capital t&aacute;i kh&#7859;ng &#273;&#7883;nh m&#7913;c Mua &#7903; 40 USD. BTIG, m&#7897;t ng&acirc;n h&agrave;ng &#273;&#7847;u t&#432; c&oacute; tr&#7909; s&#7903; t&#7841;i M&#7929;, &#273;&#7863;t m&#7909;c ti&ecirc;u &#7903; m&#7913;c 25 USD. S&#7903; h&#7919;u c&#7911;a c&aacute;c t&#7893; ch&#7913;c c&#361;ng &#273;&atilde; t&#259;ng m&#7841;nh, v&#7899;i c&aacute;c qu&#7929; &#273;&#7847;u c&#417; t&#259;ng c&#7893; ph&#7847;n l&ecirc;n t&#7899;i 70% trong c&aacute;c qu&yacute; g&#7847;n &#273;&acirc;y.</p>
<p>Tuy nhi&ecirc;n, ng&agrave;nh n&agrave;y v&#7851;n &#273;&#7889;i m&#7863;t v&#7899;i th&aacute;ch th&#7913;c. Hashrate m&#7841;ng c&#7911;a Bitcoin &#273;&atilde; v&#432;&#7907;t qua 1 zettahash, &#273;&#7849;y &#273;&#7897; kh&oacute; l&ecirc;n m&#7913;c cao k&#7927; l&#7909;c v&agrave; gi&#7843;m gi&aacute; hash xu&#7889;ng kho&#7843;ng 47 USD m&#7895;i petahash m&#7895;i gi&acirc;y. D&ugrave; v&#7853;y, c&aacute;c nh&agrave; &#273;&#7847;u t&#432; v&#7851;n xem s&#7921; k&#7871;t h&#7907;p gi&#7919;a m&#7903; r&#7897;ng AI v&agrave; khai th&aacute;c hi&#7879;u qu&#7843; c&#7911;a Bitdeer nh&#432; m&#7897;t c&acirc;u chuy&#7879;n t&#259;ng tr&#432;&#7903;ng hi&#7871;m hoi v&#7899;i hai &#273;&#7897;ng c&#417; trong b&ugrave;ng n&#7893; h&#7841; t&#7847;ng k&#7929; thu&#7853;t s&#7889;.</p>
<img style="height:400px;width:640px;"decoding="async" alt="" class="wp-image-761380 lazy" loading="lazy" src="https://assets.beincrypto.com/img/jwYaFL4af4mz9BTM4nwwMmE4zwg=/smart/4083a03fb81443318cc2ac1460b01491">Hi&#7879;u su&#7845;t c&#7893; phi&#7871;u BTDR trong ng&agrave;y qua / Ngu&#7891;n: <a href="https://finance.yahoo.com/quote/BTDR/" target="_blank" rel="noreferrer noopener">Yahoo Finance</a>

<h2 class="bic-gutenberg-heading wp-heading wp-block-heading">Th&#7883; tr&#432;&#7901;ng r&#7897;ng l&#7899;n t&#259;ng tr&#432;&#7903;ng gi&#7919;a c&aacute;c c&ocirc;ng ty khai th&aacute;c c&ocirc;ng khai</h2>

<p>&#272;&#7907;t t&#259;ng gi&aacute; &#273;&atilde; lan r&#7897;ng kh&#7855;p ng&agrave;nh khai th&aacute;c. Marathon Digital k&#7871;t th&uacute;c ng&agrave;y &#7903; m&#7913;c 22.84 USD, duy tr&igrave; &#273;&agrave; t&#259;ng, trong khi Riot Platforms k&#7871;t th&uacute;c g&#7847;n 22.13 USD, ph&#7843;n &aacute;nh xu h&#432;&#7899;ng t&#432;&#417;ng t&#7921;. C&#7843; hai c&#7893; phi&#7871;u &#273;&#7873;u &#273;ang giao d&#7883;ch g&#7847;n m&#7913;c cao nh&#7845;t trong 52 tu&#7847;n g&#7847;n &#273;&acirc;y. Trong khi &#273;&oacute;, <a href="https://vn.beincrypto.com/bitcoin-production-in-september-softens/" target="_blank" rel="noreferrer noopener">CleanSpark</a> t&#259;ng 5.5% &#273;&#7875; &#273;&#7841;t m&#7913;c 23.20 USD, khi c&aacute;c nh&agrave; ph&acirc;n t&iacute;ch ch&#7881; ra hi&#7879;u qu&#7843; chi ph&iacute; c&#7843;i thi&#7879;n v&agrave; m&#7903; r&#7897;ng c&#417; s&#7903; m&#7899;i.</p>
<p>Applied Digital, c&#361;ng &#273;ang chuy&#7875;n h&#432;&#7899;ng sang d&#7883;ch v&#7909; trung t&acirc;m d&#7919; li&#7879;u AI, &#273;&atilde; t&#259;ng 14% gi&#7919;a s&#7921; h&#7913;ng th&uacute; gia t&#259;ng &#273;&#7889;i v&#7899;i c&aacute;c d&#7921; &aacute;n h&#7841; t&#7847;ng GPU. Hut 8 v&agrave; Cipher Mining ghi nh&#7853;n m&#7913;c t&#259;ng nh&#7887; h&#417;n t&#7915; 6&ndash;8%, trong khi Canaan Technologies t&#259;ng h&#417;n 10% sau khi nh&#7853;n &#273;&#432;&#7907;c &#273;&#417;n &#273;&#7863;t h&agrave;ng l&#7899;n cho c&aacute;c m&aacute;y Avalon A15 Pro c&#7911;a m&igrave;nh.</p>
<p>Nh&#7919;ng &#273;&#7907;t t&#259;ng song song n&agrave;y nh&#7845;n m&#7841;nh s&#7921; t&#7921; tin m&#7899;i v&agrave;o c&aacute;c c&ocirc;ng ty khai th&aacute;c t&iacute;ch h&#7907;p d&#7885;c k&#7871;t h&#7907;p t&#7921; khai th&aacute;c, thi&#7871;t k&#7871; ph&#7847;n c&#7913;ng v&agrave; kh&#7843; n&#259;ng l&#432;u tr&#7919; AI. V&#7899;i gi&aacute; Bitcoin &#7893;n &#273;&#7883;nh g&#7847;n m&#7913;c k&#7927; l&#7909;c v&agrave; c&aacute;c qu&#7929; t&#7893; ch&#7913;c chuy&#7875;n sang c&#7893; phi&#7871;u h&#7841; t&#7847;ng k&#7929; thu&#7853;t s&#7889;, ng&agrave;nh khai th&aacute;c d&#432;&#7901;ng nh&#432; &#273;ang chu&#7849;n b&#7883; cho m&#7897;t giai &#273;o&#7841;n t&#259;ng tr&#432;&#7903;ng m&#7899;i &#273;&#432;&#7907;c th&uacute;c &#273;&#7849;y b&#7903;i s&#7921; &#273;a d&#7841;ng h&oacute;a v&agrave; quy m&ocirc;.</p>
<p>T&#7893;ng v&#7889;n h&oacute;a th&#7883; tr&#432;&#7901;ng c&#7911;a c&aacute;c c&ocirc;ng ty khai th&aacute;c c&ocirc;ng khai l&#7899;n &#273;&atilde; v&#432;&#7907;t qua 90 t&#7927; USD.</p>
