Markets· ★★★★· neutral·

Bitcoin miners shift capacity to AI as public companies' hashrate falls 56 EH/s

  • Public miners' hashrate fell 56 EH/s (-15%) versus -10% for the entire BTC network
  • HPC/AI revenue rose 52% quarter-on-quarter
  • HPC hosting yields about $175 per MWh — on par with the newest ASICs for BTC
  • AI cloud brings in about $941 per MWh, Zcash mining about $586
Why it matters: The shift of capacity into AI changes mining economics and the structure of bitcoin's hashrate, affecting difficulty and the profitability of remaining miners.
Source: ChainCatcher 链捕手