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'Follow the gigawatts': Bernstein sees upside in several bitcoin miners amid $90 billion in AI data center deals
Bernstein sees bitcoin miners benefiting from $90B in AI deals, with Outperform ratings on IREN, Riot, CleanSpark, and Core Scientific.
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theblock.co
'Follow the gigawatts': Bernstein sees upside in several bitcoin miners amid $90 billion in AI data center deals
Bernstein sees bitcoin miners benefiting from $90B in AI deals, with Outperform ratings on IREN, Riot, CleanSpark, and Core Scientific.
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decrypt.co
Bitcoin Miners Emerge as Unlikely Power Brokers in AI Infrastructure Race, Says Bernstein - Decrypt
Bernstein remains bullish on Bitcoin mining firms like IREN, Riot, and CleanSpark, who are all riding the wave of AI compute demand.
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cointelegraph.com
Bernstein: Bitcoin Miners Gain Strategic Role in AI Infrastructure
Bernstein says grid bottlenecks and tougher permitting are giving Bitcoin miners an advantage in supplying power and data center capacity for AI workloads.