Hut 8第二笔Beacon Point AI数据中心15年租约已于前一交易日公布并被股价消化

【实时直播转录 · Bloomberg TV+】
来源:Bloomberg TV+(bloomberg 直播间 btv_us) · 标题:Bloomberg TV+
时段:2026-07-22 00:00–00:30(Asia/Shanghai),共 120 段
说明:以下为该时段该直播间的连续语音转录(直播 ASR,可能有同音/识别误差)。请从中识别与 AI算力/芯片/服务器/光模块/液冷/数据中心/大模型/机器人·具身智能/自动驾驶 等相关的、**可交易**的公司/产品/订单/产能/需求/合作/高管或官员表态,判断是否构成可交易事件;若通篇无可交易内容,判为不做。识别误差请结合上下文与常识修正,勿据孤立音近词臆断。

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[00:00] In a year, a year and a half, it's not that easy to do after about a year and a half, you already hear that there's somebody.
[00:00] in your district beginning to campaign and it's going to oppose you in the next election, so you have to go back to your district to take care of that.
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[00:00] Let's shift our focus to.
[00:01] MoneyRewired the increasing overlap between crypto and tradf or traditional finance Bank ofmerica is elevating new leaders to help steer the firm.
[00:01] Approach to crypto and ai technology among those is channali tyson, she's been named global head of Bank of america's digital assets.
[00:01] She also leads B's F e trading and market strategy investments in her new role, she will provide enterprise leadership for the design.
[00:01] Build scaling and governance of bank of america's digital assets platform and chali i'm pleased to say joins us now for an exclusive conversation.
[00:01] Thank very for having meSo you have a pretty big reit. I just went through kind of everything that you'll be covering. How do these two role the new.
[00:01] That you've added on your existing role, How do they naturally fit together Yeah, I think there's a lot of synergieser, thanks for asking. So as we've seen electronicification.
[00:01] Ofs we've seen new technologies be deployed, cloud computing, AI, As, and likewise, distribute led technology.
[00:02] It presents a new opportunity for us to do things more efficiently, On the other hand, know the strategic investments portfolio and partnering with Fintech.
[00:02] I think is going to be a critical part of the evolution of digital assets. we know we can't solve for this alone, we need to come to industry standards.
[00:02] models. And I think that there is an important role for Fintech to play in doing that with us. I'm curious about the push for this new role. Where did it come from today.
[00:02] Come from existing B of A clients asking for the types of products and services that you and your team plan to develop, or is this something?
[00:02] That you're building, intending to bring in new money to the firm I think about yes and yes, I think about it as continuing to food.
[00:02] Future proof our businesses, right, like we are always looking to modernize financial markets expeditiously and safely. And this role.😊
[00:02] An increasing interest that we're seeing in financial services in digital assets. So the one thing that we know, as you said, is we're going to be client LED and.
[00:02] Focused in our build and our approach for all of this, because innovation needs to work in all market conditions. And we've spent decades.
[00:03] Building up the trust of our clients through resiliency, through scale, through liquidity provision in all conditions. So anything that we're going to touch is going.
[00:03] Uphold those same st standards the fact that you're keeping your old role and taking on this expanded role is not an accident clearly the firm sees.
[00:03] Digital assets as an extension of the trading infrastructure that currently exists, not a separate business, but then you look at say JP Morgan, it has connect us as a standalone.
[00:03] City also built the digital depositor receipts through its security services division so I guess the question is what's the advantage?
[00:03] Of embedding digital assets inside e trading rather than having a stand out on its own standing it up independently as its own unit.
[00:03] So this is a broader remit across the enterprise and as we see use cases emerging across the enterprise and different lines of business.
[00:03] For us to take a coordinated approach across the firm to do. so I think, we are again going to be use case driven, client driven some of the areas.
[00:04] That we're seeing initial promise and interest or in areas like collateral mobility, there's obviously a sectoror there for the F.
[00:04] E tradinging markets, but it's not a surprise that we're seeing interest in collateral mobility with rates elevated, moving collateral.
[00:04] Arounds the globe more efficiently has been top of mind. and this is one more way that we can use the technology to do so on that technology one thing.
[00:04] We talk about a lot of stable coins, and I'm just curious about the way you're viewing stable coins versus sort of building joint tokenized deposits.
[00:04] Ofmerica JPm in City, they're said to be building a joint tokenized deposit network that's expected to go live in the first half of next year, is that something here?
[00:04] Yeah, so I think the firm is engaged in all of these discussions Okay, so let's say that happens if the three largest US banks issue tokenized deposits.
[00:04] move to a shared ledger that's essentially a private sector alternative to the Fed's payment rails and to stablecoins like USDC. does that mean that that banks.
[00:04] Don't necessarily needtether or need circle at all. I think that the digital payment leg for assets is.
[00:05] We need to solve for in the U.. and i don't think that there's one solution yet we're open minded, whether it's tokenized deposits, stable coins.
[00:05] Other forms of settlement, We've also been an investment initiative around wholesale deposits at central banks. I think that payment leg.
[00:05] Now what's going to work is still evolving. So at Bank of America, we're involved in the Clearinghouse initiativeniative brand tokenized deposits. We're also involved.
[00:05] With Project Faro, which is around, as you mentioned, regulated stable coins and even more broadly around Zll payments, I think that this ecosystem the.
[00:05] Cament leg for the digital asset is one that the industry is still solving for. I don't think that we have one clear cut answered yet.
[00:05] We're remaining open minded and working on all fronts I mean, that technology is certainly evolving, but I wonder as you look out, what's the single biggest?
[00:05] Obstacle to digital assets becoming permanent. Yeah, that's a great question. I think that it's not about proving the technology.
[00:06] Any, I think it's about proving the benefits and how we're going to scale this. You know, We need to move away from just.
[00:06] Thinking about how could we integrate the technology to how we are really going to explore business benefits, the complexity of that question is high.
[00:06] These challenges are new, whether it's thinking about things like you know gas fees or 24/7 staffing or.
[00:06] Digital custody, these are all new questions and actually proving the economics for this for different institutions, everyone's going to come up with.
[00:06] Their own math around this. So I think in terms of getting to where we can scale and again, going back to the resiliency has to operate in all.
[00:06] Environ, you know that's where I think if some people think that this isn't moving as fast as it can with larger institutions, I can't overemphasize.
[00:06] The complexity of doing this at scale and proving the commercial benefit you've at the since 2018 you're new to this role specifically the addition.
[00:06] Of this role, we are going to keep in touch. We hope to have you back here sitting right here in six months. When we do have you back here in six months, What will you tell us that will.
[00:07] That what you're trying to build succeeded. Well, I'm going to have to think about the next success. Look, I think for us there.😊
[00:07] YesI think we're going to start with the foundation and building that platform and making sure that it is interrupt.
[00:07] For any emerging use cases, we know that this is coming fast and furious to all pockets of the financial sectors.
[00:07] We need to make sure that we've built a platform that can adapt quickly, and I think those will be the benchmarks that we measure ourselves against.
[00:07] What see as a Bank of America customer, what will I see I think, anything different?
[00:07] a couple of days into this role. So I don't have a crystal ball on what you're going to see in six months. What I can tell you is that we are firing on all cylinders around deploying.
[00:07] Buildiling a stable platform and really starting from the center out what talked about some of these themes around digital collateral, digital cash.
[00:08] BuildOut from there, because I think once you have some of these building blocks in place, all the different things that you might put on top of that platform will become easy.
[00:08] And So that's our focus. And that's what he's going to end up seeing at some point. Yes hey, we appreciate you coming in China and please do come back. Don't be a stranger.
[00:08] And she's recently been named global head of Bank of Americaica's digital asset platform well coming up had eight shares surging after the firm double down.
[00:08] On AI with a second data center lease for 9.8 billion. it's part of a growing trend in the industry. That's next Blo.
[00:08] Yeah.
[00:09] My old mentor, Roger Saawak, who told me when I transitioned football will never.
[00:09] YouBut you need to leave it Wow everyone has a dream and a lot of dreams are, you know, my dream is to play football and play professional football and you get the dream comes true.
[00:09] But it is going to end and the day it ends, the day before it ends, you're one of the best in the world great the next day you wake up.
[00:10] 🎼Gone what are you great at And the truth is nothing, right I'm not great at anything else I talk about it all the time, Steve, is this whole idea of.
[00:10] It's not from penthouse to penthouse and what I mean by that is you played for 15, 20 years and you're in the penthouse doesn' you.
[00:10] To the business world and you're going to be in the penhouse that you don't start in the third floor or the lobby, you actually have to start in the basement.
[00:10] Join me each week on Wall Street Week for stories of capitalism from business, markets, economic.
[00:10] Te climate more than what you need to know, it's what you need to think about.
[00:10] I'm nora melinda let's take a look at your midday movers first off br crude is extending its rally as tradeers weigh threats to maritime traffic.
[00:10] In the Strrait of homs and the Red sea along with disruptions to a key oil export terminal onrus's coast hovering.
[00:11] a barrel while wT sits near 85 and in the equity market, wall street is staging a comeback.
[00:11] Makes leading gains as investors look past last week's sell off and bet the AI trade that's fueled this bull market still has further room to run.
[00:11] Meanwhile, intel is rising on a report that the company is planning layoffs within its status center group as part of a broader effort to become.
[00:11] What it called a quote more focused and efficient company and finally, Uz is soaring for its best day on record.
[00:11] After agreeing to be taken private by Germanyerman's intersnack in a nearly $3 billion deal, those your midday mover.
[00:11] I'm linda8 has announced a second 15 year lease for its.
[00:11] Beacon, excuse me, Beacon Point Data Center campus, they designed, build, manage and operate data centers in the US and Canada that power compute intensive work.
[00:12] Cs like Bitcoin mining and AI. Bloomberg's Monique Mal has been reporting on this story, and she joins us. Now, Scarlet and I were just talking about.
[00:12] This Monique, the identity of HuD A and what investors need to understand, is this a company that's going all in on AI and getting away.
[00:12] From Bitcoinco mining, is it a Bitcoin miner that's adding a little bit of AI, what is its identity right now Def they are going all in on.
[00:12] They've been really focused on expanding into data centers specifically for AI and they've been transitioning a lot of their business.
[00:12] coin mining into these types of data centers, they sell a bit of exposure to Bitcoin because they have the stake in American Bitcoin.
[00:12] So they still have some of the impacts of the declines they've been seen in the Bitcoin prices, but they've really wanted to focus on this new and growing.
[00:12] Opportunity of all this demand for compute for artificial intelligence that has better economics than Bitcoin you mentioned Americanic.
[00:12] This is the Eric Trump and Donald Trump Jr. Bitcoin mining Company, we've talked to Eric Trump several times about this.
[00:13] In the last few months, does this mean anything for their stake in American Bitcoin or the way that I think analysts are.
[00:13] Thinking about American bitcoin's commitment to Bitcoin versus AI now analysts aren't really thinking about this impact that'.
[00:13] I have on American Bitcoin American Bitcoinco has said that they are going to be focused on Bitcoin mining that is the purpose of the company they are not looking to get into debt.
[00:13] Ad centers at this point but for hot8, they're going to still be focused mostly on data centers analyst lets have note that it's kind of.
[00:13] Fortunate that the stake in American Bitcoinin is weigh on them as Bitcoin price defines impact the Bitcoinco mining economy.
[00:13] But they're really hopeful about the growth in AI and they expect to see revenue and earnings growth from this becon point data center, so that' should to help.
[00:13] Going forward, even if they're going to see a bit of that negative impact from the bit Oh, so you went right where I wanted to go, which is this idea that this is.
[00:14] to the fundamentals for the company, i'm looking at h A's share price and it surged 10% yesterday it' adding another.
[00:14] 7.9% today is there any analyst out there who's kind of skeptical or perhaps not as convinced of this move?
[00:14] Right now, not really, the analysts are really hopeful that this is going to be a good transition for the company with this new contract.
[00:14] The becon point data center is going to be fully commercialized, so they now know and are able to predict what the revenue and earnings for that are.
[00:14] re going to be and they're expecting to start to see some growth for that in 2028, and they're also hopeful that this now also shows that other data centers at h it.
[00:14] Works on in the future are going to be attracted to these AI companies. All right, good stuff. Thank you so much, Monique. and of course, you look at H8 shares up about.😊
[00:14] 🎼0% the you so much coming up next Tim the clarity act expected to advance to the Senate floor also2.
[00:14] When capital shares falling after CEO jack muers announced that he's stepping down, that's next on bloomberg.
[00:16] Do you mind being called an ideological lunatic or a bunch of left wing nut jobs you know, I've been called worse things than that.
[00:16] You think she owned the place?
[00:16] Me, I think is so incredibly valuable, we're coming back to have that kind of detective story feel to it.
[00:16] When you're hot on the trail of something, you know that it's very exciting What magazines were you reading as a kid I't I was reading magazines until.
[00:16] In them you are on the cover of all of these Oh and there's many, many more, but we've still have time people.
[00:16] I don't think anybody should trust any company or entity completely with any of this It's very intelligence.
[00:16] Is this force that is far bigger than we are I want to build better businesses around these brands.
[00:17] The shock will never wear off So your' brother and sister running one of the most powerful companies in the world when you argue who wins?
[00:17] No one the way I could see AI being banned or blocked is this something really.
[00:17] We wrong and if something really went wrong, then maybe it deserve to be it paradise ahead or.
[00:17] In the middle.
[00:17] 🎼When news breaks a red head across the bloomloberg terminal Bloberg has you covered Trump's global tariffs are struck down.
[00:17] 🎼By the US Supreme Court for all the context and clarity you need. There's going to be now tons of tariff headlines until midterm election here at first on.
[00:17] bringingring you up to the minute geopolitical news whenever and wherever it happens I'myler Kenendall in Geneva.
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