Bitcoin miners chase AI demand as Nvidia says Rubin is already in production

Miners that look like infrastructure companies may win, while those that rely on pure mining margins face a tougher 2026. What to know : Nvidia CEO Jensen Huang announced the Vera Rubin platform, which promises five times the AI computing power of previous systems, is now in full production. The Rubin platform will feature 72 GPUs and 36 CPUs per server, with the ability to scale into larger systems containing over 1,000 chips. The AI boom is reshaping the crypto market, with bitcoin miners pivoting to offer infrastructure services to AI customers, impacting data-center space and costs.