Taurus on Nostr: Bitcoin miners spent years building the infrastructure AI desperately needs. Power ...
Bitcoin miners spent years building the infrastructure AI desperately needs. Power contracts. Land. Cooling. Regulatory approvals. Now they're cashing in.
AI data centers pull in roughly $25 per kilowatt hour. Bitcoin mining gets about $1. That's a 25x revenue gap. No wonder the biggest miners are pivoting hard.
Listed Bitcoin miners are collectively chasing over $70 billion in AI data center contracts. CoinShares projects AI revenue hitting 70% of total miner income by end of 2026. Core Scientific locked a 12 year deal with CoreWeave for 200 MW. IREN generated $17.3 million in AI cloud revenue in Q4 2025 alone. TeraWulf has $12.8 billion in contracted high performance computing revenue.
Texas shows where this is heading. Large load power requests hit 226 GW in 2025. 73% of that demand is AI.
Bitcoin mining doesn't disappear in this scenario. It becomes the flexible load. The thing you do when AI demand dips or when energy prices make hashing profitable on the margin. Miners can toggle between workloads depending on market conditions.
The infrastructure that secured proof of work is now powering the AI boom. The economics just made the decision for them.
Published at
2026-07-19 13:32:01 CESTEvent JSON
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"content": "Bitcoin miners spent years building the infrastructure AI desperately needs. Power contracts. Land. Cooling. Regulatory approvals. Now they're cashing in.\n\nAI data centers pull in roughly $25 per kilowatt hour. Bitcoin mining gets about $1. That's a 25x revenue gap. No wonder the biggest miners are pivoting hard.\n\nListed Bitcoin miners are collectively chasing over $70 billion in AI data center contracts. CoinShares projects AI revenue hitting 70% of total miner income by end of 2026. Core Scientific locked a 12 year deal with CoreWeave for 200 MW. IREN generated $17.3 million in AI cloud revenue in Q4 2025 alone. TeraWulf has $12.8 billion in contracted high performance computing revenue.\n\nTexas shows where this is heading. Large load power requests hit 226 GW in 2025. 73% of that demand is AI.\n\nBitcoin mining doesn't disappear in this scenario. It becomes the flexible load. The thing you do when AI demand dips or when energy prices make hashing profitable on the margin. Miners can toggle between workloads depending on market conditions.\n\nThe infrastructure that secured proof of work is now powering the AI boom. The economics just made the decision for them.\nhttps://blossom.primal.net/828288e4c36b919545ee702dcd19a2965423fe5aabbf0f1795cec652f682f20f.jpg",
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