Power-First: Why Crypto Miners Are Pivoting to Gigawatt-Scale Infrastructure and AI Data Centers

Power-first is the new moat in crypto mining, and CleanSpark is pushing hard to lock gigawatts for AI data centers. CEO Matt Schultz says, 'Priority one is power and land because that is as scarce as it comes.' AI datacenters are forecast to demand 50-100 gigawatts by 2030, Goldman Sachs notes, placing power access at the bottleneck as Meta, Microsoft, and Google sprint to secure grids. ^[1]

CleanSpark has built 33 datacenters in 5 years, and reliability is how you win access to scarce power. That discipline underpins a broader shift toward utility-scale sites where full gigawatt deployments can land. As big players move, the race centers on securing the grids that unlock scale. ^[1]

• $40 billion benchmark — Blockspace Media flags a sector-sized milestone bigger than most mining stocks a year ago, with BlackRock and NVIDIA in the frame; the piece is presented by CleanSpark. ^[2]
• BlackRock & NVIDIA in the frame — the market framing ties capital flows to operating scale across miners. ^[2]

• MARA CTO departure — leadership moves ripple through the publicly traded peers. ^[2]

• Bitdeer at Blockchain Life Dubai — the company drums up a future of mining via vertical integration, innovation, and partnerships. ^[3]

• SealMiner Repair Center in Rockdale, Texas — a cornerstone of Bitdeer’s after-sales service network. ^[4]

Taken together, the trend is clear: infrastructure—power, land, and service networks—becomes the moat as miners push vertical integration to win big-scale AI data-center timelines.

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