AI and Crypto: Bitcoin Miners Fuel the Data Center Boom

AI and Crypto: Bitcoin Miners Fuel the Data Center Boom

Bitcoin miners with scale and infrastructure are uniquely positioned to supply AI/HPC capacity. Those with large acreage, water for cooling, dark fiber, secured power approvals, and skilled labor can unlock significant value by converting operations into AI-ready data centers.

Goldman Sachs Research projects U.S. data center demand will reach 45 GW by 2030, with power demand growing at a 15% CAGR from 2023 – 2030, largely driven by AI adoption.

JP Morgan forecasts hyperscaler AI capex will hit $370 billion by 2038, a 127% increase from 2024 levels.

Traditional data centers are struggling – server racks that once maxed out at ~40 kW now require >132 kW per rack for systems like NVIDIA’s GB200 NVL72.

Valuation upside is compelling: miners typically trade at 6 – 12x EV/EBITDA, compared with 20-25x for leading data center operators. Converting sites to AI/HPC can deliver significant re-rating opportunities.

Episoder(76)

Cooling And Ventilation Guide For Asic Miners

Cooling And Ventilation Guide For Asic Miners

Mining cryptocurrency produces a lot of heat, which can harm your equipment and lower your profits. Your mining rig is essentially a computer operating at full power and continuously calculating compl...

2 Feb 14min

Can Home Miners Realistically Solo Mine Bitcoin?

Can Home Miners Realistically Solo Mine Bitcoin?

Solo mining Bitcoin at home is possible, but it will surely not be easy and quite unpredictable. The majority of miners at home won’t be able to find blocks on a regular basis. Making money relies on ...

13 Jan 11min

Cooling And Ventilation Guide For Asic Miners

Cooling And Ventilation Guide For Asic Miners

Mining cryptocurrency produces a lot of heat, which can harm your equipment and lower your profits. Your mining rig is essentially a computer operating at full power and continuously calculating compl...

13 Jan 14min

What Is Zcash & How to Mine Zcash?

What Is Zcash & How to Mine Zcash?

Zcash​‍​‌‍​‍‌​‍​‌‍​‍‌ (ZEC) is a privacy-first cryptocurrency enabling users to keep their identities either transparent or shielded. To ensure miners equal access and capacity remains profitable, Zca...

18 Nov 202513min

Bitdeer 2025 Bitcoin Mining Performance Report

Bitdeer 2025 Bitcoin Mining Performance Report

Bitdeer Technologies (NASDAQ: BTDR) has had a standout year in Bitcoin mining.While much of the industry spent 2025 tightening budgets after April’s halving, Bitdeer went the other way – scaling up fa...

10 Nov 202512min

Buying Guide for New and Used ASIC Miners

Buying Guide for New and Used ASIC Miners

Mining of cryptocurrencies has developed significantly since the early years of Bitcoin. At the time, everybody had a regular computer capable of mining coins. With the development of the industry, th...

4 Nov 202514min

Best Bitcoin vs Bitcoin Cash Comparison for Smart Investors

Best Bitcoin vs Bitcoin Cash Comparison for Smart Investors

Bitcoin and Bitcoin Cash are two of the most talked-about cryptocurrencies in the market today. While they share the exact origin, they have different goals, features, and communities. If you’re a sma...

17 Sep 202522min

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