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Core Scientific는 2026년 말까지 비트코인 채굴 사업에서 철수하고, 2027년까지 AI 컴퓨팅 코로케이션 사업으로 전환할 계획이다.

이번 전환으로 대형 비트코인 채굴 기업이 보유한 전력 설비 부지를 AI 콜로케이션 용량으로 바꾸게 되며, 전력 확보가 병목인 시장에 신규 공급이 더해지게 된다.
업계 전문지Slicast · 2026년 11월 5일 18:35 UTC · 미국 · 출처: Pluang
중요도 75

Core Scientific will stop Bitcoin self-mining by the end of 2026 and focus entirely on providing colocation services for AI and high-performance computing starting in 2027. The company reported a sharp decline in mining revenue and a strong increase in colocation revenue, which now drives its business. Its long-term contracts with major clients such as CoreWeave and AMD anchor that revenue. The pivot follows Core Scientific's emergence from bankruptcy in 2024 and reflects a strategic move toward stable, multi-year revenue streams tied to AI infrastructure demand. Investors should watch the company's ability to scale capacity and meet its contractual obligations as mining revenue phases out.

Core Scientific's strategic pivot away from Bitcoin mining comes as the broader cryptocurrency market shows limited upward momentum. For readers following major cryptocurrencies, Pluang's market snapshot as of Nov 06, 2026, 01:02 WIB shows that out of 50 major cryptocurrencies, only 4 rose while 45 fell. Notable movers include UNI (Uniswap), down 10.55% at Rp124.326, with 83% sell order activity; SNX (Synthetix), down 10.29% at Rp2.947, with balanced buy and sell orders; and FIL (Filecoin), down 9.52% at Rp14.404, with 99% buy order activity and a typical hold time of 100 days.

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Core Scientific는 2026년 말까지 비트코인 채굴 사업에서 철수하고,… · Slicast