AI and HPC vibes are reshaping crypto miners. Bitdeer is pivoting into HPC/AI and expanding its mining footprint, signaling a broader shift in the sector [1][3].
Bitdeer pivots to HPC/AI — Over the past months, Bitdeer has moved beyond pure Bitcoin mining to high-performance computing and AI infrastructure [3]. It’s expanding mining capacity as part of the transition [1]. This pivot lines up with talk that the upside lies in AI-enabled data centers [3].
CleanSpark moves into AI data centers — The company signals AI data-center partnerships and a pivot beyond traditional mining [4]. The market response has been mixed, with CLSK stock slipping about 6% on the news [4].
CLSK and IREN pivot chatter — Investor chatter centers on a shift from CLSK toward IREN and CSP/HPC, with one trader saying they sold CLSK to go full tilt on IREN [5]. The broader AI-data-center pivot is also a talking point in the sector [4].
Bottom line: these pivots aim to boost growth, but the path will depend on how quickly AI workloads land and how they impact margins and capital needs.
References
What's New? Bitdeer Expands Operations with New HPC/AI Initiatives and Increased Mining Capacity htt
Bitdeer expands operations, adding HPC/AI initiatives and increasing mining capacity.
View source@RemoteNavigator Over the past few months, Bitdeer has started executing a major pivot from pure Bit
Bitdeer shifting away from pure mining to HPC and AI infrastructure, signaling upside in new tech focus
View source#CleanSpark, Inc. Stock: Drops 6%, But #AI Data Centre And Key Partnerships Point To Strong Growth A
CleanSpark stock drops 6%; AI data centre and partnerships suggest potential growth in bitcoin mining sector.
View source@FintwitZang I had $CLSK for 2.5 years and watched the pivot with $IREN to CSP/HPC, I sold all CLSK
Discusses pivot from CLSK to IREN toward CSP/HPC; profits acknowledged, hard to take profits in crypto mining.
View source