The US Bitcoin Minervision has a pivot on AI and HPC in the midst of uncertainty in commission revenue.

admin5 hours ago

According to a recent VANECK report, Bitcoin (BTC) miners are changing to artificial intelligence (AI) and high -performance computing (HPC).

The company can lead to a temporary commission spike, but long -term heated profits are due to the rise of offchain solutions such as EXCHANGE -Traded Fund (ETF), futures market, layer -2 (ETF), future market, and layer -2 I pointed out that this is uncertain. L2) Solutions and centralized exchanges.

If the block compensation is half half every four years, the price of the BTC must be doubled to maintain the profit level, so it must be adapted. This dynamic strategy emphasizes the importance of Pivot for AI and HPC.

Pivot movement

Successful Bitcoin miners are optimizing revenue sources by integrating alternative strategies.

Some use mining to assist grid expansion in the remote energy market. In contrast, Others use the existing power infrastructure to support AI and HPC workloads, which provide higher margins and unlock new financial methods.

Innovation of liquid cooling systems, chip design and joint location technology further improves operational efficiency.

The transition to AI and HPC obtained momentum under the 700MW AI/HPC contract of COREWEAVE in 2024, and the Bitcoin miners urged to explore similar sources of revenue.

BITFARMS (BITF) worked with AI/HPC consultants to evaluate the feasibility of North America. At the same time, BTDR (BitDeer) cited continuous discussions with AI/HPC development partners after completing data center consulting participation.

CiFHR (Cipher Mining) has invested $ 50 million in January to support the expansion of HPC data centers from Softbank. Riot Platforms (RIOT) has expanded its board of directors to include expertise in AI/HPC investment banks, data centers and real estate.

Meanwhile, Hive (Hive Digital Technologies) appointed Craig Tavares as the president and COO of BUZZ HPC, leading the company’s growth in HPC and GPU cloud services.

IRIS ENERGY (IREN) is developing AI and HPC initiatives as a liquid cooling AI/HPC data center that will be released in Childress, Texas by the second half of 2025, as a 75 megawatt (MW) liquid cooling AI/HPC data center.

The company also plans to expand its sweet water site to 600MW. This expansion is one of the largest AI/HPC qualification sites in North America because the total capacity is brought to 2GW.

The report mentioned the rareness of these large sites and emphasized the strategic advantage in providing a dense computing cluster essential for AI model training and repeated workloads.

Scaling electric capacity

It has been added to the necessity of Bitcoin miner, which needs to expand its pivot for new business models such as AI.

The report evaluated 13 public bitcoin miners and revealed the ability to operate the 7.1 giga watt (GW). The expansion plan has increased to 11.7GW by 2026 by 2025 to 11.7GW, to 20.4GW by 2027, which is an annual growth rate of 42%over three years.

The additional 7.3 GW pipeline is planned since 2028, but it is considered a conservative estimates considering the competition characteristics of power procurement in Bitcoin mining.

To expand these operations, a lot of investment is required. Assuming that the expansion by 2027 hires modernized Bit Main Antminer S21 ProS FLEET with $ 450,000 per MW of support infrastructure, total capital expenditures are estimated at $ 24.8 billion.

However, Bitcoin miners are unlikely to exclude all mining capacity because it has become a key capacity to secure electricity capacity as the demand for AI power increases.

Goldman SACHS estimates that AI currently accounts for 14%of the total by consuming a global data center power consumption of about 7.7GW. This figure is expected to increase to 22.7GW (27%) by 2027.

Given this trend, Bitcoin Miner is expected to allocate 20-30%of the capacity to AI and HPC workloads to reflect strategic pivot toward more sustainable and diverse sources.