C&#7893; phi&#7871;u c&#7911;a c&aacute;c c&ocirc;ng ty khai th&aacute;c ti&#7873;n &#273;i&#7879;n t&#7917; &#273;&atilde; t&#259;ng v&#7885;t t&#7899;i 20%, d&#7851;n &#273;&#7847;u b&#7903;i BitMine v&agrave; Cipher Mining, sau khi Amazon c&ocirc;ng b&#7889; k&#7871; ho&#7841;ch &#273;&#7847;u t&#432; l&ecirc;n t&#7899;i 50 t&#7927; USD v&agrave;o c&#417; s&#7903; h&#7841; t&#7847;ng AI cho c&aacute;c c&#417; quan ch&iacute;nh ph&#7911; M&#7929;.
S&#7921; thay &#273;&#7893;i n&agrave;y di&#7877;n ra khi c&aacute;c <a href="https://beincrypto.com/why-bitcoin-in-classic-bear-market/" target="_blank" rel="noopener">ng&#432;&#7901;i khai th&aacute;c Bitcoin</a> &#273;ang &#273;&#7889;i m&#7863;t v&#7899;i gi&#7843;m l&#7907;i nhu&#7853;n sau s&#7921; ki&#7879;n halving n&#259;m 2024. Trong khi &#273;&oacute;, nhu c&#7847;u v&#7873; c&ocirc;ng su&#7845;t t&iacute;nh to&aacute;n AI &#273;ang t&#259;ng m&#7841;nh. C&aacute;c g&atilde; kh&#7893;ng l&#7891; c&ocirc;ng ngh&#7879; hi&#7879;n xem c&#417; s&#7903; h&#7841; t&#7847;ng &#273;i&#7879;n &#273;&atilde; &#273;&#432;&#7907;c thi&#7871;t l&#7853;p c&#7911;a nh&#7919;ng ng&#432;&#7901;i khai th&aacute;c l&agrave; ch&igrave;a kh&oacute;a &#273;&#7875; ph&aacute;t tri&#7875;n nhanh c&aacute;c trung t&acirc;m d&#7919; li&#7879;u.
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-mining-stocks-post-double-digit-gains-as-focus-shifts-to-infrastructure">C&#7893; phi&#7871;u khai th&aacute;c ghi nh&#7853;n m&#7913;c t&#259;ng hai con s&#7889; khi s&#7921; ch&uacute; &yacute; chuy&#7875;n sang c&#417; s&#7903; h&#7841; t&#7847;ng</h2>

Ng&agrave;nh khai th&aacute;c ti&#7873;n &#273;i&#7879;n t&#7917; &#273;&atilde; ch&#7913;ng ki&#7871;n s&#7921; t&#259;ng tr&#432;&#7903;ng m&#7841;nh v&agrave;o th&#7913; Hai, ghi nh&#7853;n m&#7913;c t&#259;ng 13.84% theo <a href="https://sosovalue.com/assets/crypto-stocks/sectors/mining-company" target="_blank" rel="noopener">d&#7919; li&#7879;u SoSoValue</a>. BitMine t&#259;ng g&#7847;n 20%, trong khi Cipher Mining t&#259;ng h&#417;n 18%.
&#272;&#7907;t t&#259;ng tr&#432;&#7903;ng n&agrave;y sau th&ocirc;ng b&aacute;o c&#7911;a Amazon v&#7873; vi&#7879;c &#273;&#7847;u t&#432; l&ecirc;n &#273;&#7871;n <a href="https://www.aboutamazon.com/news/company-news/amazon-ai-investment-us-federal-agencies" target="_blank" rel="noreferrer noopener">50 t&#7927; USD v&agrave;o c&#417; s&#7903; h&#7841; t&#7847;ng AI</a> cho c&aacute;c c&#417; quan ch&iacute;nh ph&#7911; M&#7929;. K&#7871; ho&#7841;ch s&#7869; b&#7893; sung 1.3 gigawatt tr&ecirc;n nhi&#7873;u trung t&acirc;m d&#7919; li&#7879;u, d&#7921; ki&#7871;n x&acirc;y d&#7921;ng v&agrave;o n&#259;m 2026. C&aacute;c c&#417; quan s&#7869; ti&#7871;p c&#7853;n &#273;&#432;&#7907;c v&#7899;i c&ocirc;ng c&#7909; AWS, Claude AI c&#7911;a Anthropic, chip Nvidia v&agrave; chip Trainium do Amazon ph&aacute;t tri&#7875;n.
Amazon c&#361;ng &#273;&atilde; c&ocirc;ng b&#7889; kho&#7843;n &#273;&#7847;u t&#432; <a href="https://www.aboutamazon.com/news/company-news/amazon-15-billion-indiana-data-centers" target="_blank" rel="noopener">15 t&#7927; USD t&#7841;i Northern Indiana</a> cho c&aacute;c khu ph&#7913;c h&#7907;p trung t&acirc;m d&#7919; li&#7879;u m&#7899;i, t&#7841;o ra 1,100 vi&#7879;c l&agrave;m c&oacute; tay ngh&#7873; cao v&agrave; 2.4 gigawatt c&ocirc;ng su&#7845;t d&#7919; li&#7879;u. S&#7921; m&#7903; r&#7897;ng n&agrave;y nh&#7845;n m&#7841;nh quy m&ocirc; h&#7841; t&#7847;ng c&#7847;n thi&#7871;t cho c&aacute;c c&ocirc;ng vi&#7879;c AI.
Meta &#273;ang t&#259;ng c&#432;&#7901;ng n&#7895; l&#7921;c v&#7873; c&#417; s&#7903; h&#7841; t&#7847;ng AI, t&igrave;m ki&#7871;m s&#7921; ph&ecirc; duy&#7879;t c&#7911;a li&ecirc;n bang &#273;&#7875; giao d&#7883;ch &#273;i&#7879;n c&ugrave;ng v&#7899;i Microsoft cho ngu&#7891;n cung n&#259;ng l&#432;&#7907;ng d&agrave;i h&#7841;n. Ri&ecirc;ng khu ph&#7913;c h&#7907;p c&#7911;a Meta &#7903; Louisiana d&#7921; ki&#7871;n s&#7869; c&#7847;n &#273;&#7871;n ba nh&agrave; m&aacute;y ch&#7841;y b&#7857;ng gas m&#7899;i.
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-bitcoin-miners-evolve-into-ai-power-players">Th&#7907; m&#7887; Bitcoin tr&#7903; th&agrave;nh ng&#432;&#7901;i ch&#417;i quy&#7873;n l&#7921;c trong AI</h2>

Nh&#7919;ng kho&#7843;n t&#259;ng c&#7893; phi&#7871;u &#273;&aacute;ng k&#7875; cho th&#7845;y c&aacute;ch <a href="https://vn.beincrypto.com/bitcoin-rebound-fed-cut-exchange-outflows/" target="_blank" rel="noopener">c&aacute;c ng&#432;&#7901;i khai th&aacute;c bitcoin</a> &#273;ang chuy&#7875;n &#273;&#7893;i ho&#7841;t &#273;&#7897;ng. L&#7907;i nhu&#7853;n gi&#7843;m sau s&#7921; ki&#7879;n halving v&agrave;o th&aacute;ng 04/2024 khi&#7871;n c&aacute;c ng&#432;&#7901;i khai th&aacute;c t&igrave;m ki&#7871;m ngu&#7891;n doanh thu m&#7899;i. C&aacute;c nh&agrave; ph&aacute;t tri&#7875;n trung t&acirc;m d&#7919; li&#7879;u AI, hi&#7879;n &#273;ang &#273;&#7889;i m&#7863;t v&#7899;i thi&#7871;u h&#7909;t &#273;i&#7879;n, xem c&aacute;c c&#417; s&#7903; t&iacute;ch h&#7907;p v&#7899;i l&#432;&#7899;i &#273;i&#7879;n c&#7911;a c&aacute;c ng&#432;&#7901;i khai th&aacute;c nh&#432; &#273;&#7889;i t&aacute;c chi&#7871;n l&#432;&#7907;c.
IREN, tr&#432;&#7899;c &#273;&acirc;y l&agrave; Iris Energy, &#273;&atilde; k&yacute; m&#7897;t h&#7907;p &#273;&#7891;ng <a href="https://vn.beincrypto.com/forget-crypto-bitcoin-miners-just-became-americas-ai-powerhouses/" target="_blank" rel="noopener">9.7 t&#7927; USD v&#7899;i Microsoft</a>, cung c&#7845;p cho t&#7853;p &#273;o&agrave;n n&agrave;y quy&#7873;n truy c&#7853;p s&#7899;m v&agrave;o c&aacute;c GPU c&#7911;a Nvidia. C&#7893; phi&#7871;u c&#7911;a IREN &#273;&atilde; t&#259;ng 580% trong n&#259;m nay t&#7915; khi &#273;&#7893;i t&ecirc;n. C&aacute;c ng&#432;&#7901;i khai th&aacute;c kh&aacute;c c&#361;ng c&oacute; k&#7871;t qu&#7843; m&#7841;nh m&#7869;: Riot Platforms t&#259;ng 100%, TeraWulf t&#259;ng 160% v&agrave; Cipher Mining t&#259;ng 360%.
V&#7899;i c&ocirc;ng su&#7845;t 14 gigawatt k&#7871;t h&#7907;p c&#7911;a c&aacute;c ng&#432;&#7901;i khai th&aacute;c t&#7841;i M&#7929;, &#273;&atilde; tr&#7903; th&agrave;nh ch&igrave;a kh&oacute;a cho c&aacute;c c&ocirc;ng ty c&ocirc;ng ngh&#7879; t&igrave;m ki&#7871;m t&#7889;c &#273;&#7897; ph&aacute;t tri&#7875;n nhanh. Ch&iacute;nh s&aacute;ch thu&#7853;n l&#7907;i c&#7911;a M&#7929;, bao g&#7891;m h&#7841;n ch&#7871; xu&#7845;t kh&#7849;u Nvidia sang Trung Qu&#7889;c, mang l&#7841;i l&#7907;i th&#7871; c&#7841;nh tranh cho c&aacute;c ng&#432;&#7901;i khai th&aacute;c trong n&#432;&#7899;c. Ng&#432;&#7907;c l&#7841;i, c&aacute;c ng&#432;&#7901;i khai th&aacute;c t&#7841;i Trung Qu&#7889;c &#273;&#7889;i m&#7863;t v&#7899;i nhi&#7873;u quy &#273;&#7883;nh v&agrave; r&agrave;o c&#7843;n nh&#7853;p kh&#7849;u.
C&aacute;c nh&agrave; ph&aacute;t tri&#7875;n trung t&acirc;m d&#7919; li&#7879;u AI hi&#7879;n &#273;ang nh&#7855;m &#273;&#7871;n <a href="https://vn.beincrypto.com/us-economic-data-bitcoin-thanksgiving/" target="_blank" rel="noopener">c&aacute;c ng&#432;&#7901;i khai th&aacute;c bitcoin</a>. C&aacute;c nh&oacute;m n&agrave;y &#273;ang ti&#7871;p c&#7853;n c&aacute;c ho&#7841;t &#273;&#7897;ng khai th&aacute;c &#273;&atilde; ch&#7841;y c&aacute;c &#273;&#7883;a &#273;i&#7875;m c&oacute; c&ocirc;ng su&#7845;t cao, t&iacute;ch h&#7907;p v&#7899;i l&#432;&#7899;i &#273;i&#7879;n. Nh&#7919;ng n&#417;i nh&#432; Childress, Texas, &#273;&atilde; tr&#7903; th&agrave;nh trung t&acirc;m l&#7899;n cho c&#417; s&#7903; h&#7841; t&#7847;ng d&#7919; li&#7879;u v&agrave; khai th&aacute;c k&#7871;t h&#7907;p.
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-tech-leaders-accelerate-infrastructure-investments">C&aacute;c l&atilde;nh &#273;&#7841;o c&ocirc;ng ngh&#7879; &#273;&#7849;y nhanh &#273;&#7847;u t&#432; h&#7841; t&#7847;ng</h2>

C&aacute;c c&ocirc;ng ty c&ocirc;ng ngh&#7879; to&agrave;n c&#7847;u &#273;ang huy &#273;&#7897;ng kho&#7843;ng 100 t&#7927; USD th&ocirc;ng qua ph&aacute;t h&agrave;nh tr&aacute;i phi&#7871;u &#273;&#7875; th&uacute;c &#273;&#7849;y kh&#7843; n&#259;ng AI v&agrave; &#273;i&#7879;n to&aacute;n &#273;&aacute;m m&acirc;y m&#7899;i. Amazon, Microsoft, Google, Oracle, v&agrave; Meta c&oacute; th&#7875; chi ti&ecirc;u 400 t&#7927; USD trong n&#259;m nay cho c&aacute;c kho&#7843;n &#273;&#7847;u t&#432; AI v&agrave; trung t&acirc;m d&#7919; li&#7879;u. Theo Deutsche Bank, t&#7893;ng &#273;&#7847;u t&#432; li&ecirc;n quan &#273;&#7871;n AI c&oacute; th&#7875; &#273;&#7841;t 4 ngh&igrave;n t&#7927; USD v&agrave;o n&#259;m 2030.
&#272;&#7897;ng th&aacute;i n&agrave;y &#273;&aacute;nh d&#7845;u s&#7921; chuy&#7875;n &#273;&#7893;i t&#7915; ngu&#7891;n d&#7921; tr&#7919; ti&#7873;n m&#7863;t sang vi&#7879;c t&agrave;i tr&#7907; b&#7857;ng n&#7907;. Meta &#273;&atilde; ph&aacute;t h&agrave;nh &#273;&#7907;t b&aacute;n tr&aacute;i phi&#7871;u l&#7899;n nh&#7845;t t&#7915; tr&#432;&#7899;c &#273;&#7871;n nay, t&#7893;ng c&#7897;ng 30 t&#7927; USD, cho c&#417; s&#7903; h&#7841; t&#7847;ng AI. Amazon ph&aacute;t h&agrave;nh tr&aacute;i phi&#7871;u tr&#7883; gi&aacute; 15 t&#7927; USD c&#7911;a M&#7929;, &#273;&acirc;y l&agrave; l&#7847;n &#273;&#7847;u trong ba n&#259;m, thu h&uacute;t 80 t&#7927; USD nhu c&#7847;u. Amazon n&#7855;m gi&#7919; 69.29 t&#7927; USD n&#7907; v&agrave; 66.92 t&#7927; USD ti&#7873;n m&#7863;t.
Alphabet ph&aacute;t h&agrave;nh tr&aacute;i phi&#7871;u 17.5 t&#7927; USD c&#7911;a M&#7929; v&agrave; 6.5 t&#7927; EUR c&#7911;a ch&acirc;u &Acirc;u, n&acirc;ng t&#7893;ng n&#7907; l&ecirc;n 48.78 t&#7927; USD. Vi&#7879;c vay v&#7889;n m&#7841;nh m&#7869; ph&#7843;n &aacute;nh nhu c&#7847;u v&#7889;n kh&#7893;ng l&#7891; cho c&#417; s&#7903; h&#7841; t&#7847;ng AI.
Nhu c&#7847;u n&#259;ng l&#432;&#7907;ng &#273;&#7875; cung c&#7845;p cho AI v&#432;&#7907;t qua s&#7921; m&#7903; r&#7897;ng l&#432;&#7899;i &#273;i&#7879;n. V&#7899;i ph&aacute;t tri&#7875;n l&#432;&#7899;i &#273;i&#7879;n ch&#7853;m, c&aacute;c c&ocirc;ng ty c&ocirc;ng ngh&#7879; &#273;ang &#273;&#7843;m b&#7843;o c&aacute;c ngu&#7891;n n&#259;ng l&#432;&#7907;ng tr&#7921;c ti&#7871;p. Apple &#273;&atilde; &#273;&#432;&#7907;c ph&ecirc; duy&#7879;t li&ecirc;n bang &#273;&#7875; giao d&#7883;ch &#273;i&#7879;n wholesale, ph&#7843;n &aacute;nh xu h&#432;&#7899;ng c&aacute;c doanh nghi&#7879;p c&ocirc;ng ngh&#7879; t&#7921; qu&#7843;n l&yacute; n&#259;ng l&#432;&#7907;ng cho c&#417; s&#7903; h&#7841; t&#7847;ng AI.
S&#7921; k&#7871;t h&#7907;p c&#7911;a <a href="https://vn.beincrypto.com/bitcoin-ftx-level-liquidations/" target="_blank" rel="noopener">c&#417; s&#7903; h&#7841; t&#7847;ng khai th&aacute;c ti&#7873;n &#273;i&#7879;n t&#7917;</a> v&#7899;i nhu c&#7847;u m&aacute;y t&iacute;nh AI b&aacute;o hi&#7879;u m&#7897;t s&#7921; thay &#273;&#7893;i chi&#7871;n l&#432;&#7907;c l&#7899;n cho c&#7843; hai l&#297;nh v&#7921;c. Khi c&aacute;c ng&#432;&#7901;i khai th&aacute;c bitcoin chuy&#7875;n sang t&iacute;nh to&aacute;n AI, c&ocirc;ng su&#7845;t &#273;i&#7879;n t&iacute;ch h&#7907;p s&#7861;n v&agrave; c&aacute;c &#273;&#7883;a &#273;i&#7875;m s&#7861;n s&agrave;ng k&#7871;t n&#7889;i l&#432;&#7899;i &#273;i&#7879;n cho ph&eacute;p c&aacute;c g&atilde; kh&#7893;ng l&#7891; c&ocirc;ng ngh&#7879; tri&#7875;n khai nhanh ch&oacute;ng v&agrave; c&#7841;nh tranh trong b&#7889;i c&#7843;nh AI &#273;ang ph&aacute;t tri&#7875;n nhanh ch&oacute;ng.

Giá cổ phiếu khai thác tăng 20% khi sự thúc đẩy AI trị giá 50 tỷ USD của Amazon tăng nhu cầu năng lượng