<p>C&aacute;c c&ocirc;ng ty &#273;&agrave;o Bitcoin &#273;ang ch&#7913;ng ki&#7871;n s&#7921; t&#259;ng gi&aacute; c&#7893; phi&#7871;u ch&#432;a t&#7915;ng c&oacute; khi h&#7885; chuy&#7875;n sang h&#7841; t&#7847;ng AI, v&#7899;i vi&#7879;c IREN k&yacute; &#273;&#432;&#7907;c h&#7907;p &#273;&#7891;ng trung t&acirc;m d&#7919; li&#7879;u tr&#7883; gi&aacute; 9.7 t&#7927; USD v&#7899;i Microsoft.</p>
<p>S&#7921; thay &#273;&#7893;i n&agrave;y di&#7877;n ra khi ch&iacute;nh ph&#7911; M&#7929; ng&#259;n ch&#7863;n xu&#7845;t kh&#7849;u chip ti&ecirc;n ti&#7871;n c&#7911;a Nvidia sang Trung Qu&#7889;c, t&#7841;o ra th&#7883; tr&#432;&#7901;ng ph&acirc;n ho&aacute; n&#417;i c&aacute;c th&#7907; &#273;&agrave;o ti&#7873;n &#273;i&#7879;n t&#7917; trong n&#432;&#7899;c t&#7853;n d&#7909;ng c&#417; s&#7903; h&#7841; t&#7847;ng &#273;i&#7879;n hi&#7879;n c&oacute; &#273;&#7875; &#273;&aacute;p &#7913;ng nhu c&#7847;u AI t&#259;ng v&#7885;t.</p>
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-bitcoin-miners-navigate-infrastructure-transformation">Th&#7907; &#273;&agrave;o Bitcoin &#273;i&#7873;u ch&#7881;nh h&#7841; t&#7847;ng</h2>

<p>C&aacute;c th&#7907; &#273;&agrave;o Bitcoin &#273;&atilde; tr&#7843;i qua m&#7897;t s&#7921; thay &#273;&#7893;i c&#259;n b&#7843;n trong m&ocirc; h&igrave;nh kinh doanh sau s&#7921; ki&#7879;n halving v&agrave;o th&aacute;ng 04/2024. K&#7871;t qu&#7843; l&agrave; l&#7907;i nhu&#7853;n t&#7915; vi&#7879;c &#273;&agrave;o gi&#7843;m &#273;i &#273;&aacute;ng k&#7875;. <a href="https://vn.beincrypto.com/iren-stock-price-target-analysts-september/" target="_blank" rel="noreferrer noopener">IREN</a>, tr&#432;&#7899;c &#273;&acirc;y l&agrave; Iris Energy, th&#7845;y c&#7893; phi&#7871;u c&#7911;a m&igrave;nh gi&#7843;m xu&#7889;ng c&ograve;n 5.13 USD tr&#432;&#7899;c khi c&ocirc;ng b&#7889; b&#432;&#7899;c chuy&#7875;n chi&#7871;n l&#432;&#7907;c. C&ocirc;ng ty &#273;&atilde; t&aacute;i th&#432;&#417;ng hi&#7879;u v&agrave;o th&aacute;ng 11/2024, v&agrave; c&#7893; phi&#7871;u c&#7911;a h&#7885; k&#7875; t&#7915; &#273;&oacute; &#273;&atilde; t&#259;ng 580% t&iacute;nh t&#7915; &#273;&#7847;u n&#259;m. C&aacute;c &#273;&#7889;i th&#7911; Riot Platforms, TeraWulf, v&agrave; Cipher Mining l&#7847;n l&#432;&#7907;t t&#259;ng kho&#7843;ng 100%, 160%, v&agrave; 360%.</p>
<p>Kh&#7843; n&#259;ng ti&#7871;p c&#7853;n t&#7893;ng h&#7907;p v&#7899;i h&#417;n 14 gigawatt c&ocirc;ng su&#7845;t &#273;i&#7879;n &#273;&atilde; tr&#7903; th&agrave;nh t&agrave;i s&#7843;n quan tr&#7885;ng. C&aacute;c th&#7907; &#273;&agrave;o Bitcoin s&#7903; h&#7919;u c&aacute;c c&#417; s&#7903; trung t&acirc;m d&#7919; li&#7879;u &#273;&atilde; c&oacute; h&#7879; th&#7889;ng l&agrave;m m&aacute;t v&agrave; k&#7871;t n&#7889;i l&#432;&#7899;i &#273;i&#7879;n, th&#432;&#7901;ng c&#7847;n nhi&#7873;u n&#259;m &#273;&#7875; ph&aacute;t tri&#7875;n. Th&#7887;a thu&#7853;n c&#7911;a IREN v&#7899;i Microsoft cho c&#417; s&#7903; Prince Rupert &#7903; Texas bao g&#7891;m quy&#7873;n truy c&#7853;p &#432;u ti&ecirc;n v&agrave;o&nbsp;<a href="https://vn.beincrypto.com/korean-investors-shift-crypto-to-ai-stocks/" target="_blank" rel="noopener">Nvidia</a>&nbsp;GB300 GPUs, gi&#7843;i quy&#7871;t c&aacute;c h&#7841;n ch&#7871; v&#7873; kh&#7843; n&#259;ng c&#7911;a g&atilde; kh&#7893;ng l&#7891; c&ocirc;ng ngh&#7879; n&agrave;y l&uacute;c b&#7845;y gi&#7901;.</p>
<p>&ldquo;Ng&agrave;nh c&ocirc;ng nghi&#7879;p &#273;&agrave;o bitcoin &#273;ang th&#7875; hi&#7879;n s&#7921; th&iacute;ch &#7913;ng &#273;&aacute;ng k&#7875; trong vi&#7879;c chuy&#7875;n &#273;&#7893;i t&#7915; x&aacute;c th&#7921;c ti&#7873;n &#273;i&#7879;n t&#7917; sang h&#7841; t&#7847;ng m&aacute;y t&iacute;nh hi&#7879;u su&#7845;t cao,&rdquo; m&#7897;t nh&agrave; ph&acirc;n t&iacute;ch trong ng&agrave;nh blockchain chia s&#7867; d&#432;&#7899;i &#273;i&#7873;u ki&#7879;n gi&#7845;u t&ecirc;n.</p>
<p>S&#7921; chuy&#7875;n &#273;&#7893;i n&agrave;y ph&#7843;n &aacute;nh c&aacute;c &#273;&#7897;ng th&aacute;i th&#7883; tr&#432;&#7901;ng r&#7897;ng h&#417;n. Kh&#7889;i l&#432;&#7907;ng c&ocirc;ng vi&#7879;c AI t&#7841;o ra nhu c&#7847;u ch&#432;a t&#7915;ng c&oacute; &#273;&#7889;i v&#7899;i t&agrave;i nguy&ecirc;n m&aacute;y t&iacute;nh v&agrave; &#273;i&#7879;n n&#259;ng. Nh&#7919;ng th&#7907; &#273;&agrave;o Bitcoin c&oacute; v&#7883; tr&iacute; &#273;&#7897;c &#273;&aacute;o &#273;&#7875; &#273;&aacute;p &#7913;ng nhu c&#7847;u n&agrave;y.</p>
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading">C&aacute;c c&ocirc;ng ty AI nh&#7855;m &#273;&#7871;n t&agrave;i s&#7843;n khai th&aacute;c ti&#7873;n &#273;i&#7879;n t&#7917;</h2>

<p>S&#7921; cam k&#7871;t 9.7 t&#7927; USD c&#7911;a Microsoft v&#7899;i IREN &#273;&atilde; x&aacute;c nh&#7853;n gi&aacute; tr&#7883; chi&#7871;n l&#432;&#7907;c c&#7911;a t&agrave;i s&#7843;n khai th&aacute;c ti&#7873;n &#273;i&#7879;n t&#7917; cho vi&#7879;c tri&#7875;n khai AI. Th&#7887;a thu&#7853;n n&agrave;y &#273;&#432;&#7907;c th&#7921;c hi&#7879;n sau khi IREN k&yacute; h&#7907;p &#273;&#7891;ng mua s&#7855;m GPU tr&#7883; gi&aacute; 5.8 t&#7927; USD v&#7899;i Dell Technologies. &#272;i&#7873;u n&agrave;y thi&#7871;t l&#7853;p c&ocirc;ng ty nh&#432; m&#7897;t tay ch&#417;i quan tr&#7885;ng trong vi&#7879;c cung c&#7845;p h&#7841; t&#7847;ng AI. Amazon c&#361;ng &#273;&atilde; tham gia v&#7899;i c&aacute;c th&#7907; &#273;&agrave;o bitcoin kh&aacute;c. Xu h&#432;&#7899;ng n&agrave;y b&aacute;o hi&#7879;u s&#7921; c&ocirc;ng nh&#7853;n r&#7897;ng r&atilde;i v&#7873; ti&#7879;n &iacute;ch c&#7911;a ng&agrave;nh.</p>
<p>S&#7921; h&#7897;i t&#7909; n&agrave;y xu&#7845;t ph&aacute;t t&#7915; nhu c&#7847;u c&#7845;p b&aacute;ch v&#7873; n&#259;ng l&#7921;c t&iacute;nh to&aacute;n c&#7911;a c&aacute;c c&ocirc;ng ty AI gi&#7919;a nh&#7919;ng h&#7841;n ch&#7871; v&#7873; ngu&#7891;n cung. H&#417;n n&#7919;a, th&#7901;i gian ph&aacute;t tri&#7875;n trung t&acirc;m d&#7919; li&#7879;u truy&#7873;n th&#7889;ng kh&ocirc;ng th&#7875; &#273;&aacute;p &#7913;ng t&#7889;c &#273;&#7897; nhanh ch&oacute;ng c&#7911;a vi&#7879;c tri&#7875;n khai m&ocirc; h&igrave;nh AI.</p>
<p>C&aacute;c c&#417; s&#7903; c&#7911;a th&#7907; &#273;&agrave;o Bitcoin cung c&#7845;p s&#7921; s&#7861;n s&agrave;ng t&#7913;c th&igrave;. H&#7885; c&oacute; h&#7907;p &#273;&#7891;ng &#273;i&#7879;n n&#259;ng hi&#7879;n c&oacute; v&agrave; chuy&ecirc;n m&ocirc;n ho&#7841;t &#273;&#7897;ng trong vi&#7879;c qu&#7843;n l&yacute; m&ocirc;i tr&#432;&#7901;ng t&iacute;nh to&aacute;n c&oacute; m&#7853;t &#273;&#7897; cao. C&aacute;c nh&agrave; &#273;&#7847;u t&#432; hi&#7879;n &#273;ang xem x&eacute;t c&aacute;c ch&#7881; s&#7889; h&#7841; t&#7847;ng, bao g&#7891;m c&ocirc;ng su&#7845;t megawatt, ph&acirc;n b&#7893; GPU, v&agrave; h&#7907;p t&aacute;c v&#7899;i hyperscaler. C&aacute;c th&#7907; &#273;&agrave;o Bitcoin &#273;&atilde; tr&#7903; th&agrave;nh nh&agrave; cung c&#7845;p h&#7841; t&#7847;ng AI th&#7921;c th&#7909;.</p>
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading">C&aacute;c y&#7871;u t&#7889; &#273;&#7883;a ch&iacute;nh tr&#7883; c&#7911;ng c&#7889; th&#7907; &#273;&agrave;o Bitcoin trong n&#432;&#7899;c</h2>

<p>Quy&#7871;t &#273;&#7883;nh c&#7911;a ch&iacute;nh ph&#7911; M&#7929; ng&#259;n ch&#7863;n xu&#7845;t kh&#7849;u chip AI Blackwell c&#7911;a Nvidia sang Trung Qu&#7889;c t&#7841;o ra nh&#7919;ng l&#7907;i th&#7871; b&#7845;t &#273;&#7889;i x&#7913;ng cho c&aacute;c nh&agrave; &#273;i&#7873;u h&agrave;nh trong n&#432;&#7899;c. Th&ocirc;ng b&aacute;o &#273;&#432;&#7907;c &#273;&#432;a ra ngay tr&#432;&#7899;c h&#7897;i ngh&#7883; th&#432;&#7907;ng &#273;&#7881;nh Trump-Xi t&#7841;i Busan tu&#7847;n tr&#432;&#7899;c. B&#7897; tr&#432;&#7903;ng Ngo&#7841;i giao Marco Rubio c&ugrave;ng c&aacute;c quan ch&#7913;c kh&aacute;c &#273;&atilde; tr&iacute;ch d&#7851;n m&#7889;i lo ng&#7841;i v&#7873; an ninh qu&#7889;c gia. H&#7885; l&#7853;p lu&#7853;n r&#7857;ng c&aacute;c b&#7897; x&#7917; l&yacute; AI ti&ecirc;n ti&#7871;n s&#7869; n&acirc;ng cao &#273;&aacute;ng k&#7875; n&#259;ng l&#7921;c c&ocirc;ng ngh&#7879; c&#7911;a Trung Qu&#7889;c.</p>
<p><a href="https://x.com/nvidia/status/1985432180420448269" target="_blank" rel="noreferrer noopener">CEO Nvidia Jensen Huang</a> &#273;&atilde; nhi&#7873;u l&#7847;n t&igrave;m ki&#7871;m s&#7921; ch&#7845;p thu&#7853;n cho vi&#7879;c b&aacute;n h&agrave;ng. &Ocirc;ng nh&#7845;n m&#7841;nh r&#7857;ng Trung Qu&#7889;c chi&#7871;m kho&#7843;ng m&#7897;t n&#7917;a s&#7889; nh&agrave; nghi&ecirc;n c&#7913;u AI tr&ecirc;n th&#7871; gi&#7899;i v&agrave; l&agrave; th&#7883; tr&#432;&#7901;ng quan tr&#7885;ng &#273;&#7889;i v&#7899;i c&ocirc;ng ty. C&aacute;c h&#7841;n ch&#7871; xu&#7845;t kh&#7849;u, l&#7847;n &#273;&#7847;u ti&ecirc;n &#273;&#432;&#7907;c th&#7921;c hi&#7879;n v&agrave;o n&#259;m 2022, &#273;&atilde; d&#7851;n &#273;&#7871;n h&agrave;ng t&#7927; doanh thu b&#7883; m&#7845;t &#273;&#7889;i v&#7899;i Nvidia v&agrave; h&#7841;n ch&#7871; kh&#7843; n&#259;ng ti&#7871;p c&#7853;n ph&#7847;n c&#7913;ng ti&ecirc;n ti&#7871;n c&#7911;a c&aacute;c c&ocirc;ng ty Trung Qu&#7889;c.</p>
<p>M&ocirc;i tr&#432;&#7901;ng ch&iacute;nh s&aacute;ch mang l&#7841;i l&#7907;i &iacute;ch gi&aacute;n ti&#7871;p cho c&aacute;c th&#7907; &#273;&agrave;o bitcoin c&oacute; tr&#7909; s&#7903; t&#7841;i M&#7929;. Ng&#432;&#7907;c l&#7841;i, c&aacute;c c&ocirc;ng ty khai th&aacute;c Trung Qu&#7889;c &#273;&#7889;i m&#7863;t v&#7899;i nh&#7919;ng th&aacute;ch th&#7913;c k&eacute;p. H&#7885; ph&#7843;i &#273;&#7889;i ph&oacute; v&#7899;i c&aacute;c quy &#273;&#7883;nh kh&#7855;t khe v&#7873; ti&#7873;n &#273;i&#7879;n t&#7917; trong n&#432;&#7899;c v&agrave; h&#7841;n ch&#7871; ti&#7871;p c&#7853;n v&#7899;i ph&#7847;n c&#7913;ng &#273;i&#7879;n to&aacute;n ti&ecirc;n ti&#7871;n, &#273;i&#7873;u h&#7841;n ch&#7871; kh&#7843; n&#259;ng h&#7885; t&aacute;i t&#7841;o b&#432;&#7899;c chuy&#7875;n AI c&#7911;a ng&agrave;nh c&ocirc;ng nghi&#7879;p M&#7929;.</p>
<p>S&#7921; ch&ecirc;nh l&#7879;ch v&#7873; quy &#273;&#7883;nh &#273;&#432;a c&aacute;c th&#7907; &#273;&agrave;o bitcoin M&#7929; th&agrave;nh &#273;&#7889;i t&aacute;c &#432;a th&iacute;ch cho c&aacute;c c&ocirc;ng ty c&ocirc;ng ngh&#7879; M&#7929;. C&aacute;c c&ocirc;ng ty n&agrave;y t&igrave;m ki&#7871;m chu&#7895;i cung &#7913;ng an to&agrave;n, trong n&#432;&#7899;c cho h&#7841; t&#7847;ng AI.</p>


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