𝗕𝗧𝗖 𝗺𝗶𝗻𝗲𝗿 𝘀𝘁𝗼𝗰𝗸𝘀 𝗿𝗶𝘀𝗲 𝗮𝗺𝗶𝗱 𝘁𝗵𝗲 𝗔𝗜 𝗯𝗼𝗼𝗺: 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗶𝘀 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗮𝗴𝗮𝗶𝗻 𝗮𝘁 𝘁𝗵𝗲𝗶𝗿 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿𝘀 𝗮𝗻𝗱 𝗲𝗹𝗲𝗰𝘁𝗿 Bitcoin miners are increasingly being seen not only as a bet on BTC, but also as infrastructure companies for artificial intelligence. They already have what the market is now fighting for: access to large amounts of energy and ready-made data centers. ➡️ What happened Shares of several mining companies rose amid the broader rally in the AI sector TeraWulf jumped by around 17% after news about a data center site in Kentucky Hut 8, IREN and Riot Platforms closed the day up more than 5% The market is once again buying the idea that miners can earn not only from mining BTC ➡️ Why AI helps miners Artificial intelligence needs massive computing power For that kind of power, electricity, sites and data center management are critical Large miners already partly have all of this That is why some companies are starting to shift infrastructure toward AI and high-performance computing ➡️ What is happening in the stock market The S&P 500 reached new highs above 7,500 Technology and semiconductor companies rose the most The Philadelphia Semiconductor Index rose 5.6% in one day Since the start of the year, it has gained almost 77%, and this rally is pulling the entire AI infrastructure sector with it ➡️ Why miners are becoming interesting for investors According to Bernstein, 11 public miners control a current and future power portfolio of around 27 GW In AI, the bottleneck is already visible: not only chips, but also access to stable energy. Those who can quickly provide sites, electricity and experience with heavy workloads are especially valued ➡️ Who is already moving in this direction IREN is increasingly shifting from pure BTC mining toward AI infrastructure Bernstein separately highlights IREN’s deal with Microsoft According to their estimate, IREN’s AI cloud business could reach around $3.7 billion in annual revenue. $BTC