Bitcoin miners' power edge makes them key AI infrastructure players, Bernstein says
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最新报道：Bitcoin miners are emerging as unexpected winners in the AI infrastructure boom due to their access to over 14 gigawatts of pre-secured power, which can cut AI data center deployment timelines by up to 75%, according to Bernstein analysts. They highlight IREN, the leading public bitcoin miner, as a top pick with a $75 price target, noting its 3 gigawatts of power capacity, acquisition of 23,300 GPUs, and projected AI cloud revenue surpassing $500 million annualized by Q1 2026. IREN's stock has surged 123% in the past month, with its mining business funding rapid AI expansion, expected to contribute over half of its $2.1 billion total revenue by 2027.
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