the Bitcoin (Encryption: BitcoinThe mining statue found a silver lining – glowing in green Nafidia Company (Nasdak:Nvda) Supported by artificial intelligence. like The alphabet company(Nasdak:Google(Nasdak:GoogleGoogle and Microsoft Company (Nasdak:MsftThey are scrambling to secure low -cost and high -density data centers for the next wave of artificial intelligence, and they have found an unexpected owner – cryptocurrency mining workers one day in making them ancient – they were now updated using NVIDIA graphics units to deal with heavy computing Modern artificial intelligence requirements.
From the collapse of cryptocurrencies to cloud gold fever
After bitcoin profitability, minings who rely on cheap energy and suspended infrastructure were forced to shift quickly. Now the megawat farms themselves are re -tolerated again to become a fortress for the processing of drawing graphics for the burdens of artificial intelligence.
Exponation Company for encryption (Nasdak:CoffeeA 10 -year hosting deal with a capacity of 170 megawatts was concluded with FloydstakWith the support of Google, which also acquired a 5 % stake. CIPHER facilities are equipped for high -density artificial intelligence loads using NVIDIA H100 and Blackwell graphics processing units – a sign of the speedy development of miners into the owners of graphics processing units.
Terra Wolf Company (Nasdak:WolfSimilar contracts have signed a long -term hosting of 360 megawatts of computing artificial intelligence, while Irene Ltd. (Nasdak:iron(It is previously known as Iris Energy) to expand its ability to nearly 3 GB by 2026 – which is enough to double its mark three times and become a hosting company with heavy weight of artificial intelligence.
Irene also did so Declare Additional multi -year artificial intelligence cloud contracts with the leading artificial intelligence companies for the deployment of the NVIDIA Blackwell graphics processing unit. With 23,000 currently operating graphics processing units, IRN remains on the right track to achieve more than $ 500 million of annual operating rate revenues (ARR) by the end of the first quarter of 2026.
To date, it is expected that the contracts that cover 11,000 of these graphics processing units – approximately $ 225 million in ARR – are expected to be operated by the end of 2025. The new graphics processing units will continue to be secured before delivery, with conditions that support revenue recovery for nearly two years, highlighting the rapid implementation of IRN and customer request.
New cloud arms race for artificial intelligence
Behind these deals there is a quieter but more fierce battle for computer real estate. Core Wove Company (Nasdak:RecklessnessOnce a small GPU cloud starts up, it captured a bankrupt mine worker Scientific basic company (Nasdak:CorsesHundreds of migrants of mines such as Cipher and Teawulf have been rented Digital Applied Company (Nasdak:Dumb) To enhance its position as a cloud force for artificial intelligence.
Not to excel it, Nevi Divada Group (Nasdak:NbisA deal with a value of more than $ 17 billion signed with Microsoft Azure to supply thick GPU shelves from its university campus in the United States – a direct challenge to Coreweave in the race to control the artificial intelligence infrastructure.
Ready -made meals for the investor
The artificial intelligence facilities trade has a new face, wearing mining workers helmets. Once miners from Bitcoin are removed as victims of encrypted currencies, they develop into the basic infrastructure providers for artificial intelligence aspirations of major technology companies.
For investors, the signal is clear: follow power. In the era of artificial intelligence, those who control the megawat – not models – may end up controlling the market in the era of artificial intelligence.
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