Bitcoin Miners at a Crossroads: Gain Market Share or Go All-In on AI?

Coindesk
08 Oct 2024
  • Investors continue to pay a premium for miners diversifying into AI and HPC data centers, despite pure-play miners gaining market share.
  • Marathon, Riot and CleanSpark all saw higher production numbers in September than August.
  • Marathon produced more bitcoin in September than in any other month since the April halving.

Disclosure: The author of this story owns shares of the following bitcoin miners: IREN (IREN), MARA Holdings (MARA), Cipher Mining (CIFR), Bitfarms (BITF), Riot Platforms (RIOT) and CleanSpark (CLSK).

Bitcoin (BTC) miners are facing the strangest sort of existential threat in this era of scant profits: They can pivot to powering artificial intelligence (AI) or high-performance computing (HPC) and watch their stocks soar, or they can stick around and dominate their original turf, but see a languishing stock price.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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