Aug. 2 at 11:02 PM
Bernstein highlights that former Bitcoin miners are gaining a strategic edge through power infrastructure, with roughly 30 GW of planned power capacity across the sector.
$IREN leads the group with 5.8 GW of secured power capacity.
$HUT also has 1.7 GW under exclusivity, strengthening its infrastructure position.
As AI data centers and high-performance computing drive power demand higher, energy access becomes a critical asset. The market always gives clues. Watch power expansion and execution closely.