The price of It remains stuck in the mud and the corporate Bitcoin Treasury companies have gone through a complete cycle of boom and fall in a matter of weeks, but BTC miners have been in important bull mode thanks to artificial intelligence and high performance computing as a new growth driver.
The action continued on Wednesday, with the sector publishing great profits, directed by riot platforms (Riot) and Iren (Iren), each ahead of approximately 13%. HUT 8 (HUT), Cleanspark (CLSK) and BIT Digital (BTBT) approached 6%. Since the minimum of April, Iran has been the outstanding artist, winning almost 500%.
Feeding today’s impulse is the news that Openai, Oracle (ORCL) and SoftBank are accelerating their Stargate AI infrastructure program, with five new sites of United States data centers. The expansion will bring almost 7 gigawatts of planned capacity and more than $ 400 billion in investments, with the aim of reaching 10 gigawatts at the end of 2025, according to Open AI.
The large speculation scale for the demand for AI could be to enter the “bubble territory”, but the miners of AI are one of the main beneficiaries of the capital and the infrastructure necessary to meet those mass energy requirements.
Even traditional pure BTC miners, such as Riot (Riot) and CleansPark (CLSK) platforms, are now moving towards AI and high -performance computer science and their actions have benefited, with Riot 85% in the year in which it will be held and CLSK ahead of 55%. Interestingly, Mara Holdings (Mara) in recent months turned to a Treasury game more than Bitcoin and has a lower performance than the majority of the sector, winning only 10% in 2025.
