MiningBernstein: Bitcoin Miners Control $90B AI Deals and 27 GW of Power
Bernstein: Bitcoin miners control 27+ GW and $90B in AI deals. US power scarcity makes them essential for hyperscalers and neocloud providers.
MiningBernstein: Bitcoin miners control 27+ GW and $90B in AI deals. US power scarcity makes them essential for hyperscalers and neocloud providers.
MiningFoundry (30% hashrate), AntPool (17.7%) and five others joined Stratum V2. Next Bitcoin difficulty adjustment: May 15, 2026. Up to 20% of miners at breakeven.
MiningBitcoin miner IREN and Nvidia announced a $3.4B cloud GPU deal and 5 GW AI infrastructure plan. IREN shares jumped 26% after the announcement.
MiningBitcoin mining stocks posted gains of up to 85% in 2026 as TeraWulf, Riot and Hut 8 pivot to AI data centers, while BTC is roughly 20% below January levels.
MiningRiot Platforms reported $167M revenue in Q1 2026. Data center brought $33M. AMD doubled contracted capacity to 50 MW. Shares surged 7.3% on earnings release.
MiningTrump-linked ABTC activated 11,298 new ASICs in Canada. Fleet reached 89,242 devices, hashrate 28.1 EH/s, shares up 11.7% on Wednesday.
MiningAlcoa sells its idle Massena East smelter to Bitcoin miner NYDIG. Deal expected mid-2026 as US industrial sites convert to crypto mining.
MiningSenators Lummis and Cassidy introduce the Mined in America Act to boost domestic Bitcoin mining and codify the strategic Bitcoin reserve into federal law.
MiningPublic mining companies signed $70B in AI data center contracts. CoinShares: BTC production cost hit $80K, up to 70% revenue from AI by 2026