Strategic Shift Behind the Industry Transformation
In response to declining mining margins, several listed Bitcoin mining companies are actively expanding into AI infrastructure, planning to deploy up to 30 gigawatts (GW) of power capacity.
From Hashprice Slump to AI Infrastructure
Currently, operational power capacity stands at around 11GW, but the AI-related plans are nearly triple that figure, signaling a major industry pivot.
- Some companies have entered grid connection queues
- Most projects remain in early development stages
- Overall scale comparable to a small nation's energy infrastructure
Experts note that while most capacity is not yet operational, the trend reflects proactive positioning for the next growth cycle.