AI Boom Could Unlock Hidden Value in Bitcoin Miners

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According to VanEck analyst Matthew Sigel, the AIP acquisition exposes a major arbitrage opportunity for Bitcoin miners. While the $40 billion price tag equates to $8 million per megawatt of electrical capacity, publicly traded miners like Riot Platforms, Hut 8, and IREN are valued at just $3 million per megawatt.

Sigel notes that Bitcoin miners could re-rate their stock by leveraging their electrical infrastructure for AI computing contracts. Doing so could potentially lead to a 150%–500% increase in company valuations, while providing miners with stable long-term revenue streams from high-demand AI workloads.

[The_Walking_Dead]

AI just found its new power source — Bitcoin miners might become the backbone of the next compute revolution ️🧠

[jacson4]

Bitcoin miners repurposing infrastructure for AI shows the evolving synergy between both industries.

[kelson10]

Unused mining power turning into AI compute could redefine how digital assets create value.