A growing body of analysis suggests Bitcoin miners are on a trajectory to generate more revenue from AI-related services than from block rewards and fees by the close of 2026. The shift reflects miners' structural advantage: large-scale power infrastructure and data-centre footprints that hyperscalers and AI compute buyers are actively seeking.
The trend underscores a broader repositioning in the mining sector — from pure-play BTC producers to diversified compute providers. For investors, the read-through is that miner valuations may increasingly track AI infrastructure multiples rather than BTC price cycles.
CoinTelegraph