We map how Bitcoin miners are evolving into AI and HPC infrastructure players while parsing MSCI’s guidance on digital asset treasury companies. We share updates onMARA, BitFuFu, Hive, and Bit Digital, and why power access sets the winners apart in 2026. • AI and HPC framed as the next growth engine for miners • MSCI’s DAT stance and passive buying implications • MARA’s operating model vs treasury classification • Energy supply as the core AI-era bottleneck • BitFuFu’s December output, curta...
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We map how Bitcoin miners are evolving into AI and HPC infrastructure players while parsing MSCI’s guidance on digital asset treasury companies. We share updates onMARA, BitFuFu, Hive, and Bit Digital, and why power access sets the winners apart in 2026. • AI and HPC framed as the next growth engine for miners • MSCI’s DAT stance and passive buying implications • MARA’s operating model vs treasury classification • Energy supply as the core AI-era bottleneck • BitFuFu’s December output, curta...
We break down Hut 8’s Google‑backed HPC lease with Anthropic and FluidStack, why the Riverbend campus is set up to scale, and how contract terms like ROFO, escalators, and NOI per megawatt change how miners are valued. Market volatility meets long‑dated cash flows as power becomes the moat. • Bitcoin price action and miner correlation • Shift from pure mining to AI HPC co‑location • Hut 8’s three‑tranche roadmap and ROFO • Riverbend phase one economics and NOI • Google backstop, bank underwr...
Power Mining Analysis
We map how Bitcoin miners are evolving into AI and HPC infrastructure players while parsing MSCI’s guidance on digital asset treasury companies. We share updates onMARA, BitFuFu, Hive, and Bit Digital, and why power access sets the winners apart in 2026. • AI and HPC framed as the next growth engine for miners • MSCI’s DAT stance and passive buying implications • MARA’s operating model vs treasury classification • Energy supply as the core AI-era bottleneck • BitFuFu’s December output, curta...
