Bitcoin Miners Face Limited Window For AI And HPC Contracts

According to Odaily, JPMorgan analysts have indicated that Bitcoin mining companies have a nine-month window to secure contracts for data center and high-performance computing (HPC) services with large-scale computing and AI startups. However, the opportunities to obtain HPC/AI data center deals are becoming increasingly scarce. Due to delays in data center approvals and grid connections, Bitcoin miners can leverage their existing infrastructure to meet AI computing demands. The report highlights that the capacity of the U.S. power grid is limited, and the demand for AI and HPC will continue to grow until 2026.