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AI Compute Pivot: Bitcoin Miners Expanding Into AI Data Centers?

1 min read
193 words
Opinions on bitcoin, crypto mining companies Compute Pivot:

Bitdeer targets $2B revenue by 2026, pivoting from Bitcoin mining to AI infrastructure. That bold shift has the crypto-mining crowd buzzing about a future where data centers power AI workloads [1]. Critics question how they’ll finance the transition and whether the move can weather crypto cycles. Either way, the pivot signals a willingness to diversify beyond BTC mining.

Marathon Digital Holdings is playing an ecosystem game, too. The post 'MARA Tech x MPLX Power' hints at data-center compute capacity backed by energy links that resemble MPLX-style infrastructure [2]. If this translates to real deployments, Marathon could blend crypto-native hosting with traditional energy pipelines. The move fits a broader pattern: miners pairing compute with durable energy hookups to keep machines humming.

CleanSpark has reportedly engaged with Nvidia, a signal that hardware partnerships could underpin future AI compute capacity [3]. Nvidia’s chips would be the obvious backbone if these plans scale, but concrete deals have yet to surface. The chatter, while early, underscores a shared ambition across crypto miners to access AI-grade compute.

Bottom line: the AI compute pivot is moving from rumor to potential contracts. Watch Bitdeer, Marathon, and CleanSpark in the coming quarters.

References

[1]
Twitter

Bitdeer targets $2B revenue by 2026, pivoting from Bitcoin mining to AI infrastructure. Can these bo

Bitdeer targets $2B revenue by 2026, shifts from bitcoin mining to AI infra; questions about stability and future prospects.

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[2]
Twitter

$MARA Tech x $MPLX Power = USA Compute Monster 🇺🇸

MARA and MPLX combine tech and power to boost USA bitcoin mining compute capacity

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[3]
Twitter

@GussFringggg @danielnewmanUV $clsk just met with $nvda

CLSK met with Nvidia; discusses crypto mining hardware cooperation and GPU/ASIC supply implications

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