Las empresas mineras de BTC se enfrentan a la decisión de expandir su cuota de mercado o dedicarse por completo a la inteligencia artificial

BlockBeats News, on October 8th, BTC mining companies are at a critical crossroads: they can choose to turn to artificial intelligence (AI) and high-performance computing (HPC) to boost stock prices, or stick to the BTC mining business and expand market share but face low stock prices. In September, MARA Holdings (MARA), Riot Platforms (RIOT), and CleanSpark (CLSK), the largest mining companies by market capitalization, increased their share in the total BTC mining volume. These companies have stronger balance sheets and larger-scale mining operations, which help them cope with the decline in profitability after the April BTCHalving. However, investors did not give a premium to the stocks of these companies, and their performance remained weak in September. In contrast, mining companies focusing on AI and HPC computing, such as Core Scientific (CORZ), TerraWulf (WULF), and IREN (IREN), have outperformed BTC in terms of stock price performance. The Halving in April reduced the BTC mining rewards by 50%, making mining competition more intense and profit margins narrower. In addition, the recently approved Al Contado BTC ETF in the United States has dropped investor interest in mining stocks. Instead, investors are rewarding mining companies that use part of their data centers for hosting AI and HPC-related machines to achieve revenue diversification. AI and HPC computing require a large amount of electricity, and BTC miners have already obtained these resources, making them an ideal choice for AI and HPC companies to expand their business rapidly. In September, the stock prices of large mining companies increased by 4% to 9%, while mining companies associated with AI and HPC saw a surge of up to 25%.