Markets· ★★★★· neutral·

Bitcoin miners pivot to AI data centers with $70 billion in contracts

  • —CoinShares: miners' announced AI and HPC contracts exceed $70 billion
  • —Hut 8 signed two 352 MW deals at Beacon Point worth about $19.6 billion
  • —AI could account for up to 70% of some miners' revenue by end-2026
  • —The shift brings steadier revenue but requires heavy capex and raises debt
Why it matters: Miners are becoming energy suppliers for AI, reshaping the industry's economics and tying Bitcoin to the data-center market.
#BTC
Source: DiarioBitcoin
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