#AI Cloud

June 27, 2026

IREN Rerates as AI Revenue and Bitcoin Mining Fuel a Bigger Infrastructure Bet

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IREN is being valued less like a Bitcoin miner and more like an AI infrastructure play with mining on the side. Real AI revenue, big contract targets, and a massive capex buildout are driving the rerate — but so are losses, debt, and serious execution risk.

#AI Infrastructure #Bitcoin Mining #IREN #AI Cloud

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May 14, 2026

Bitcoin Mining Profitability Squeezed as Miners Pivot Hard to AI and Data Centers

Daily Feed

Bitcoin mining profitability is getting squeezed again just as more public miners shove money, power, and ambition into AI and data centers. The brief bounce in economics looks like a false dawn, not a turn in the weather. Difficulty is rising again BTC price weakness is crushing margins AI and HPC are becoming the escape […]

#Bitcoin Mining #AI Cloud #Difficulty #HPC

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