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Dunyoning eng yirik Bitcoin (BTC) mayning kompaniyalaridan biri bo‘lgan Marathon Digital bosh direktori Fred Thiel sanoatning kelajagi, Bitcoin va Sun’iy intellekt (AI) o‘rtasidagi energiya urushi hamda mayning dunyosidagi yirik o‘zgarishlar haqida qat’iy bayonotlar berdi.
Bitcoin mayningi va ma’lumot markazlari infratuzilmasi sohasida yetakchi shaxslardan biri bo‘lgan Fred Thiel Bitcoin kelajagiga oid yorqin tasvirni chizdi. Thielning fikriga ko‘ra, bozorga keyingi katta harakat nafaqat narxga bog‘liq bo‘ladi, balki energiya va hisoblash quvvati salohiyati bilan ham shakllanadi.
Thiel energiyaga kirish tobora qiyinlashib borayotganini, ayniqsa AQShda, ta’kidladi. AI sohasidan kelayotgan ulkan talab energiya bozorini o‘zgartirmoqda, deya qo‘shimcha qildi CEO. U “Hyperscalers” nomi bilan mashhur bo‘lgan yirik ma’lumot markazi operatorlari elektr ta’minoti mavjud yerlar uchun kurashayotganini aytdi. Thiel energiya quvvatiga ega bo‘lish qiymati oshib borayotganini urg‘ulab, “Vaqt xarajatlardan muhimroq bo‘lib qoldi. Kompaniyalar 2029 yilgacha GPU’larini ishlatishni kutib tura olmaydi; ularga hozir energiya kerak”, dedi.
Thiel Bitcoin mayningi uskunalari narxiga ham to‘xtalib o‘tdi va apparat narxlari tarixiy minimumda ekanini tushuntirdi. 2021 yilda $80-100/TeraHash ga yetgan xarajatlar, texnologik innovatsiyalar va taklifning ortishi sababli hozir $8-9 gacha tushganini aytdi. U bu yangi quvvat qo‘shmoqchi bo‘lganlar uchun katta imkoniyat yaratishini, biroq energiya xarajatlari yuqori bo‘lgan maynerlarning foyda marjasiga bosim o‘tkazishini bildirdi.
Sarmoyadorlarning “Agar maynerlar AI’ga o‘tsa, Bitcoin tarmog‘i xavfsizligiga tahdid solinadimi?” degan savoliga javoban Thiel Bitcoin blockchain tarmog‘i ayni paytda juda xavfsizligini va hash rate’dagi o‘zgarishlar tarmoq uchun xavf tug‘dirmasligini ta’kidladi.
