AI infrastructure companies surged 187% in 12 months as Bitcoin miners pivot to AI data centers. TeraWulf signed a $19B deal with Anthropic.

Bitcoin miners face growing investor scrutiny over insider share sales during AI rallies and a $50 billion funding gap for their pivot to AI and HPC

Vertiv Holdings and Bloom Energy post blockbuster earnings as AI spending shifts from chips to power and cooling infrastructure, with crypto miners also