Diversification into AI and HPC infrastructure drove sharp outperformance for miners, while pure-play bitcoin miners lagged.
The bank kept its buy rating on the stock and $74 target, citing a Microsoft GPU ramp and ample funding options.
Explore the potential of HIVE in the AI super cycle and Bitcoin mining. Discover how Hive Digital Technologies is making an ...
Bitcoin mining company IREN (IREN) signed a multi-year GPU cloud services contract with Microsoft, highlighting the integration of traditional mining infrastructure with the demands of Big Tech for AI ...
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CIFR or IREN: Which bitcoin miner leads the AI infrastructure now?
Cipher Mining CIFR and IREN Limited IREN are U.S.-based Bitcoin miners that began as pure-play miners, with revenues tightly linked to Bitcoin prices, network difficulty, and hash rate growth. Both ...
TeraWulf's Q1 earnings report and fiscal year outlook should focus on their strategic shift to hybrid mining, combining Bitcoin mining with HPC hosting for AI hyperscaling. TeraWulf's asset-light ...
Bitcoin miners that diversified into AI and HPC delivered strong share gains in 2025, while pure-play bitcoin miners lagged, ...
IREN shifted from Bitcoin mining to AI compute and renewable-powered data centers. Stock surged over 630% in a year, boosted by major deals with Nvidia and Microsoft. Mixed analyst sentiment; rapid AI ...
The Bitcoin mining industry has faced a harsher operating environment since the 2024 halving, a core feature of Bitcoin’s ...
IREN Limited (Nasdaq: IREN) pivoted from Bitcoin mining to AI data center infrastructure with tenfold EBITDA growth in fiscal 2025. Shares of Iren are down 10% in today’s trading as investors flee ...
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