Miners to Megawatts: How Bitcoin Miners Are Pivoting To Power The AI Data Center Boom!
Description
We track a sharp rally in Bitcoin mining stocks while Bitcoin trades sideways and explain why the AWS outage turned the spotlight to power, proximity, and decentralized data center capacity. The core theme: miners are pivoting from hash rate to high-value compute as grid constraints and demand surge.
• AWS outage exposing centralized cloud risk
• power scarcity and aging grid as bottlenecks
• miners’ advantage in contracted megawatts and sites
• Northeast proximity, fiber routes, latency benefits
• TeraWulf funding and Lake Mariner scale
• Core Scientific revenues, CoreWeave vote dynamics
• CleanSpark’s AI leadership hire and site evaluation
• valuations, sector momentum, and earnings catalysts
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