Alphabet, Amazon, Meta, and Microsoft have committed nearly $2.4 trillion to AI infrastructure buildouts, while bitcoin miners including IREN and Hut 8 are increasingly moving into AI and high-performance computing deals. According to CryptoBriefing, these miners have signed multi-year contracts worth about $90 billion in total, a shift that is expected to change their revenue mix sharply over the next two years. AI-related income is projected to rise from 30% of revenue to 70% by the end of 2026 for the miners involved. The change comes after the latest bitcoin halving squeezed mining margins, making long-term AI leasing agreements a steadier source of income. The report also noted that Trump proposed the “Ratepayer Protection Pledge” in July 2026, a measure that would require companies to bear AI power costs instead of passing them on to residential consumers.
Alphabet, Amazon, Meta, and Microsoft have committed nearly $2.4 trillion to AI infrastructure, according to a Techub News brief citing CryptoBriefing.
At the same time, bitcoin miners including IREN and Hut 8 have signed multi-year AI and high-performance computing contracts with a combined value of about $90 billion.
The report said AI revenue is expected to rise from 30% to 70% of total income for those miners by the end of 2026. After the bitcoin halving cut into mining profits, AI leasing agreements are offering a more stable revenue stream.
CryptoBriefing also said Trump proposed the “Ratepayer Protection Pledge” in July 2026, requiring companies to absorb AI electricity costs rather than shifting them to residents.
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