MonitoringCryptoMarket structureFirst tracked 2026-09-16Last changed 2026-09-16
Current outcome
Bitcoin miners have signed over $100 billion in AI/HPC contracts but are only billing roughly 550 MW of more than 4 GW contracted, leaving valuations heavily dependent on future deployment and scarce grid-connected power.
Progress timeline
1 material updates- #01
Bitcoin miners have amassed $100 billion of AI deals, but almost none of the revenue exists yet
Bitcoin miners have signed over $100 billion in AI/HPC contracts but are only billing roughly 550 MW of more than 4 GW contracted, leaving valuations heavily dependent on future deployment and scarce grid-connected power.
Source evidence: CryptoSlate