Fed's Williams: AI infrastructure shortage to last two years, squeezing Bitcoin miners
- —Williams: AI infrastructure supply-demand gap will persist beyond two years
- —GPU and transformer shortages are driving up miners' capital costs
- —Miners are reallocating part of their capacity to cloud AI compute
- —Williams did not rule out another rate hike before year-end
Why it matters: Higher equipment and power costs erode mining margins and pressure the economics of listed miners.
Source: Bit2Me News