Top miners are pivoting to AI infrastructure in 2025. Seven of the ten biggest by hashrate now earn from AI or HPC workloads, and ASIC mining is losing ground to GPU-driven data centers—steady cash flow beats block rewards. This shift comes as Bitcoin mining profitability declines from rising costs and higher network difficulty. [1]
TeraWulf shifted resources toward AI HPC; the move mirrors a wider push with Riot and CleanSpark pursuing AI infrastructure. The goal is to lock in steadier, contract-like revenue while energy prices pressure pure mining margins. [2]
Bitdeer is pivoting toward AI/HPC under Matt Kong’s leadership, financing US rigs to capitalize on global AI demand and diversify away from Bitcoin halving-era headwinds. [3]
CoreWeave isn’t the only warning sign: the AI infrastructure boom isn’t a free ride, with Bitdeer delaying chips and other operators facing cash burn as hardware and capacity constraints bite. [4]
CAN is framed as an AI + mining synergy, with funds backing AI-focused data centers and Bitcoin mining, placing CAN at the intersection of HPC and blockchain infrastructure. [5] Meanwhile, traders are eyeing growth upside in RIOT, with price targets like $80 surfacing amid the AI/mining mishmash. [7]
Bottom line: 2025 will test which miners can translate AI workloads into durable, cash-flow-positive infrastructure rather than relying on block rewards alone.
References
Bitcoin miners are pivoting to AI. Seven of the ten biggest by hashrate now earn from AI or HPC workloads, with the rest planning to follow. ASIC mining’s losing ground to GPU-driven data centers — steady cash flow beats block rewards every time.
Top miners shift from ASIC to AI/HPC workloads; GPUs gain; cash flow vs block rewards; renewable energy cited
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TeraWulf reduces Bitcoin mining to fund AI HPC; Riot and CleanSpark pivot toward AI infrastructure amid rising costs and demand.
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Bitdeer posts $266.7M loss, pivots to AI/HPC under Matt Kong, expands US investments amid halving and rising costs globally today.
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