Mining vs. AI: The End of the "Pure-Play" Model for Industry Giants?

06.03.2026

Mining vs. AI: The End of the "Pure-Play" Model for Industry Giants?

Caught between record production costs and razor-thin margins, Bitcoin miners are liquidating reserves at scale to finance a strategic pivot toward AI.

Vous souhaitez approfondir ce sujet ?

Aleksandar Bukovski

Lead Analyst

Prendre rendez-vous

More analysis

Analysis

Circle: highlights of excellent Q4 results

27.02.2026

Aleksandar Bukovski

Interviews

Mounir Laggoune (Finary): "1 billion euros in assets under management is our goal for the year"

24.02.2026

Grégory Raymond

News

Exclusive. Exaion-Mara: the sale soon to be sealed, a European competitor ready to emerge

18.02.2026

Grégory Raymond

Interviews

Simon Letort (Digital Asset): "Ethereum is years ahead of retail, Canton ahead of institutional"

17.02.2026

Grégory Raymond

Lorris Beziers

News

DeFi: Apollo makes strategic investment in Morpho

14.02.2026

Grégory Raymond

Aleksandar Bukovski

Looking to explore this topic further?

Aleksandar Bukovski

Lead Analyst

Prendre rendez-vous

In this article

Assets

Bitcoin

Companies

IREN

Marathon Digital Holdings

Core Scientific

Bitdeer

Direct ACCESS