BUSINESSTHE BLOCK
Bernstein says Texas data center audit could boost value of existing bitcoin mining and AI sites
Bernstein stated that a state-ordered audit of Texas data centers will increase power scarcity in the regional grid, potentially boosting the value of existing bitcoin mining and AI sites.
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- ‘Follow the gigawatts’: Bernstein sees upside in several bitcoin miners amid $90 billion in AI data center deals
- Bernstein: Bitcoin miners becoming critical suppliers in AI infrastructure
- New Texas power grid allocation framework could lift bitcoin miners turned data center operators
- ‘The power landlords of AI’: Bernstein initiates coverage on bitcoin miners TeraWulf and Cipher Digital, sees ninefold AI revenue by 2030
- Bitcoin Miners Emerge as 'Power Landlords' of AI Boom—And Revenue Will Surge: Bernstein