Bitcoin News said in a post on X that publicly listed Bitcoin mining companies have been removing ASIC miners since January and leasing the related power capacity to AI tenants. The account estimated that AI/HPC contract value tied to the sector has already exceeded $70 billion. It also listed 10 public mining companies that are retrofitting their sites, alongside the share of mining machines each has actually migrated. The post points to a continued shift in how listed miners are using infrastructure originally built for Bitcoin mining, with site upgrades and power allocation now being directed toward AI and high-performance computing workloads.
Bitcoin News said in a post on X that publicly listed Bitcoin mining companies have been pulling out ASIC miners since January and leasing the corresponding power capacity to AI tenants.
According to the post, AI/HPC contracts in the sector are estimated to total more than $70 billion.
Bitcoin News also listed 10 public mining companies that are retrofitting their sites, along with the proportion of mining machines each has actually relocated.
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