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Steven Walgenbach

Bitcoin Miners’ Power Assets Draw Big Tech Interest Amid AI Data Center Race to 2028

Publicly listed Bitcoin miners are increasingly being valued for their large-scale power infrastructure as AI data center demand accelerates. Their existing grid connections and megawatt capacity are seen as a strategic advantage over new hyperscale projects facing interconnection queues stretching past 2028. Several major miners are now reallocating part of their fleets toward high-performance computing, while others continue expanding Bitcoin-focused capacity, leaving markets to reassess how to price both their hash rate and energy platforms.
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