Power is the New Oil
The Great AI Pivot
Bitcoin miners possess the single most valuable resource in the AI arms race: massive, secured power infrastructure. Track the public mining companies transforming their ASIC farms into High-Performance Computing (HPC) data centers.
Miner Infrastructure Tracker
Comparing secured power capacity (MW) and AI strategy execution.
| Company | Total Power (MW) | AI Allocated (MW) | Target EH/s | Strategy | Analysis |
|---|---|---|---|---|---|
MARA Marathon Digital Holdings $MARA | 1,500 MW | 20 MW | 75 EH/s | Bitcoin-First | Deep Dive |
CORZ Core Scientific $CORZ | 1,200 MW | 382 MW | 40 EH/s | Aggressive | Deep Dive |
CLSK CleanSpark $CLSK | 1,000 MW | 0 MW | 50 EH/s | Bitcoin-First | Deep Dive |
CIFR Cipher Mining $CIFR | 875 MW | 0 MW | 25 EH/s | Evaluating | Deep Dive |
IREN Iris Energy $IREN | 800 MW | 150 MW | 50 EH/s | Aggressive | Deep Dive |
WULF TeraWulf $WULF | 600 MW | 50 MW | 15 EH/s | Hybrid | Deep Dive |
BTBT Bit Digital $BTBT | 150 MW | 40 MW | 6 EH/s | Aggressive | Deep Dive |
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