TheEnergyMag|Sep 03, 2026 14:26
ANALYSIS: #Bitcoin miners are unplugging capacity at an extraordinary pace—but this isn’t another capitulation cycle. They’re making room for #AI.
Public miners shed 23% of their realized bitcoin hashrate as #HPC colocation and #AI cloud revenue overtook mining revenue among companies actively retrofitting their operations.
AI cloud offers substantially higher revenue density, while colocation can provide long-duration, contracted cash flow.(TheEnergyMag)
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