BitdeerOfficial doubles down on HPC/AI, pinning 570 MW of Ohio capacity for 2026 and lifting self-mining to 35 EH/s. This move puts the miner squarely in the AI data-center hype cycle. [1]
BitdeerOfficial’s HPC/AI expansion — 570 MW from Ohio by Q3 2026; self-mining reaches 35 EH/s; A3 series launched; testing sub-10 J/TH chips; USA factory planned; global power pipeline hits 3 GW. [1]
IREN leads the AI pivot, with investors naming BITF, WULF, MARA, CLSK, HIVE, and CIFR as potential beneficiaries. [2]
Why this matters: the bets aren’t just on BTC prices but on how miners finance, build, and operate AI-grade data-center capacity. If AI workloads scale alongside BTC cycles, margins could improve as higher-capital, higher-margin infrastructure comes online. But the flip side is real: capex burn, project delays, and fierce competition could squeeze returns if AI-adjacent demand cools or if execution misses timelines. The Reddit chatter reflects a broad appetite for diversification into AI infrastructure across the sector, with a mix of names offered as potential winners. [2]
Bottom line: Bitdeer’s Ohio plan is a stress test of the “AI infrastructure” thesis for crypto miners and a signal to watch who can translate hardware heft into real data-center value. [1][2]
References
JUST IN: 🔋 @BitdeerOfficial expands HPC/AI strategy, confirms 570 MW power from Ohio by Q3 2026. Sel
BitdeerOfficial expands HPC/AI strategy, adds 570 MW Ohio by 2026, self-mining at 35 EH/s, A3 chips tested, US factory planned.
View sourceHow many of you are also holding BITF, WULF, MARA, CLSK, HIVE, CIFR?
Discusses holdings among bitcoin miners; pivots to AI data centers; compares IREN, CIFR, BITF, HIVE, MARA, CLSK.
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