对 Riot 作为 AI 基础设施投资有什么看法？他们刚刚与 Enthropic 达成了一项 91 亿美元的数据中心交易，用于托管 AI 计算，大幅偏离纯粹的比特币挖矿。我很好奇你是否认为他们会重新估值，成为多年的 AI 房东，或者资本支出要求和加密货币关联是否使其风险太大。
Any thought on Riot for the AI infrastructure play? They just landed a $9.1 billion data center deal with Enthropic to host AI compute, pivoting heavily away from pure Bitcoin mining. Curious if you see them revaluing as a multi-deade AI landlord or if the capex requirements and crypto ties make it too risky.
那么，让我们谈谈 Riot。Riot 是一个有趣的标的。那是一个我进进出出的矿工。但正如我从第一天起就说的，挖矿是一个残酷的行业，向 HPC 高性能计算的转变对某些矿工来说意义重大。而 Riot 实际上做得非常好。
So, let's talk about Riot. Uh Riot is an interesting play. That's a minor I have been in and out of. Uh but as I always say since day one, mining is a cutthroat business and the pivot to HPC high performance compute has been big for some of the miners. And Riottock has actually done surprisingly well.