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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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coindesk.com
Ex-OpenAI whistleblower bets big on crypto miners for his $13.6 billion AI play
Aschenbrenner is shorting Nvidia and AMD in favor of bitcoin miners that own the electricity and data centers needed to fuel the next phase of the AI boom.
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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.
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cryptobriefing.com
American Bitcoin notes AI boom softens ASIC market as miners pivot
American Bitcoin buys 11,298 ASIC miners at depressed prices as rival miners pivot to AI, pushing its hash rate to 25 EH/s with nearly 59,000 machines.