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Recently, NVIDIA's latest generation Blackwell GPU has sparked unprecedented demand, with CEO Jensen Huang revealing in an investor meeting that the supply for the next 12 months is completely sold out. This phenomenon is similar to the explosive demand for the Hopper GPU a few months ago, indicating a strong market desire for high-performance computing. This surge in sales is primarily driven by traditional clients, including AWS, Google, Meta, Microsoft, Oracle, and CoreWeave.

Bit Digital is rapidly expanding its business into the AI infrastructure sector by signing agreements to provide cloud-based GPU resources for clients at its data centers. The profit margins in artificial intelligence are higher, which can provide stable revenue for the company's core business. The company is purchasing high-performance computing equipment to deploy at data centers and provide services to AI firms, transitioning to AI business to diversify Bit Digital's revenue sources.

High-performance computing systems have improved the speed, accuracy, and reliability of genomic research. Artificial intelligence is being integrated into classic high-performance computing simulations and workloads. AI accelerates high-performance computing, opening up new application scenarios. AI achieves speed enhancements beyond the capabilities of high-performance computing, such as a 1000-fold increase. The combination of high-performance computing and artificial intelligence provides strong momentum for drug discovery research.