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IRENNBISBULLISHSubstantive discussion · 3/5

Bitcoin miners pivoting to AI data centers

The discussion noted a trend of Bitcoin mining companies like IREN and NBIS changing their business models to become AI compute hyperscalers, attracted by lucrative long-term contracts.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
IREN: Bitcoin miners pivoting to AI data centers · Zortix