Electrical Capacity Emerges as the Scarce Resource in AI Economy

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The Aligned Data Centers deal highlights a shift in the AI and crypto landscape: power and grid access are now critical bottlenecks. Bitcoin miners already control some of North America’s largest electrical footprints, which could make them attractive partners for AI companies seeking scalable compute resources.

Matthew Sigel emphasized that signing long-term AI contracts would not only generate predictable income for miners but also allow the stock market to value these companies closer to traditional data center firms. This could transform the perception of Bitcoin miners from volatile crypto players into strategic energy and compute hubs in the AI era.

[The_Walking_Dead]

Bitcoin miners evolving into AI infrastructure giants — the merge of hashpower and compute is officially underway

[Rimon Khan]

Power is the new gold — energy constraints could soon limit AI’s exponential growth.

[Abdul Khan]

The competition for power access highlights how energy efficiency will define the next tech leaders.