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Bitcoin miners shift to AI infrastructure, with $2B crypto ETP inflows and AI revenue to hit 70% by 2026

Market News
28 Aug 2026, 14:51 WIB
Crypto Briefing
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Bullish
Bitcoin miners shift to AI infrastructure, with $2B crypto ETP inflows and AI revenue to hit 70% by 2026

Bitcoin miners are increasingly becoming AI infrastructure providers, with projections showing up to 70% of their revenue coming from AI and high-performance computing by the end of 2026, up from 30% earlier this year. This shift is driven by US data center power constraints and miners' existing large-scale power infrastructure in low-cost energy regions. Meanwhile, US spot Bitcoin ETFs saw $1.9 billion in net inflows in a single week, the highest since October 2025, signaling strong investor interest. Analysts are now valuing mining companies more like data center and cloud infrastructure firms, reflecting this industry transformation.

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