3 Crypto Companies Jumping on the AI Bandwagon – And Getting Higher Premiums
The economics of crypto mining are shifting. Rising prices, notably for electrical energy and the computational hash fee for cryptocurrencies akin to Bitcoin, make the mining business much less worthwhile.
Crypto mining corporations are shifting to AI in consequence. Why? For starters, AI coaching may present a safer and extra constant income than the unstable crypto business.
Why Crypto and AI Companies Are Offering The Best Returns On Wall Street
The crypto market’s inherent volatility makes income unpredictable.
In distinction, AI data centers provide recurring revenues, which have high development and constantly high revenue margins.
Meanwhile, Bitcoin’s 2024 halving reduce mining rewards in half. That pressured mining corporations to reassess their enterprise fashions.
Right now, the economics are compelling. AI data centers provide dramatically higher returns on the similar infrastructure. They can generate as much as 25 instances extra income per kilowatt-hour than conventional crypto mining operations.
Also, crypto mining companies stand in a robust place to learn from AI demand.
They have energy agreements, knowledge heart areas, agreements for low-cost electrical energy – a robust recipe for assembly at this time’s AI demand.
More importantly, by shifting to serving AI wants, crypto mining corporations can profit from a better market valuation as the AI story performs out.
Dozens of former Bitcoin mining companies have begun to repurpose their infrastructure into AI knowledge facilities, turning their GPU-rich, power-intensive setups into rentable compute farms for coaching, inference, and high-performance computing.
As these corporations shift from a Bitcoin or broader crypto play to AI, they’re additionally being handled as AI performs. As a consequence, their shares are seeing a better share value and valuation.
With dozens of alternatives in the house at this time and extra upside forward as knowledge facilities proceed to be constructed out globally, many corporations look engaging as small-cap alternatives amid the AI buildout at this time.
Hive Digital Technologies (HIVE)
HIVE Digital Technologies has shifted as a pure crypto play to a twin play on crypto and AI infrastructure.
The firm has executed a formidable strategic pivot, evolving from bitcoin mining to high-performance computing.
It is aiming for a $100 million run fee utilizing Nvidia AI chips.
This transformation leverages present infrastructure whereas tapping into the higher-margin AI market.
HIVE’s bitcoin mining capability rose 10.4 EH/s by May 2025, a 58% month-over-month surge, with plans to achieve 25 EH/s by late 2025.
The firm’s dedication to renewable vitality operations in Canada, Sweden, and Paraguay positions it favorably worldwide—and in areas with plentiful low-cost, environmentally pleasant vitality.
HIVE’s AI growth contains strategic investments in Nvidia GPU clusters, with operations anticipated to scale considerably.
HIVE is a pacesetter in first-mover benefit in the mining-to-AI transition. It holds crucial infrastructure like low-cost energy and knowledge facilities.
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“The lesson right here is that bitcoin miners have been the stepping stone for the AI enterprise. They sourced stranded, wasted, and surplus electrical energy going nowhere. Bitcoin miners went and located a approach to extract that vitality and create economics out of it. That’s what’s actually vital. We’re the stepping stone for the nice AI increase that we’re experiencing proper now,” notes HIVE Executive Chairman Frank Holmes.
Plus, as of August 2025, HIVE boasts a considerable treasury holding of two,201 BTC ($251.73 million worth), permitting it to revenue from Bitcoin’s rise with out the economics of mining for it.
Core Scientific (CORZ)
Core Scientific is one other firm making the shift from cryptocurrency mining to AI data center infrastructure.
The firm expects “a comparatively equal cut up” between crypto mining and AI in 2025, representing “a radical shift from the high volatility bitcoin mining house transferring into the knowledge heart” enterprise.
In the meantime, CoreWeave has a definitive settlement to accumulate Core Scientific in an all-stock transaction valued at roughly $9 billion, considerably greater than the $5.2 billion market cap shares had at the finish of September.
Specifically, Core Scientific stockholders will obtain 0.1235 newly issued shares of CoreWeave Class A standard inventory for every share, with the transaction anticipated to shut by the finish of 2025.
Core Scientific’s transformation is obvious in main growth tasks, together with a $1.2 billion growth of an information heart in Denton, Texas, with CoreWeave to assist AI and high-performance cloud computing.
Additionally, the firm plans new AI knowledge facilities in Georgia, with the first facility opening by July 2026.
The acquisition may show useful for traders, with operational and lease fee financial savings netting over $500 million yearly by the finish of 2027.
This vertical integration eliminates rental funds CoreWeave beforehand made to Core Scientific whereas securing crucial infrastructure capability.
It may assist enhance valuations as soon as the merger is full, as AI knowledge heart demand continues to develop massively.
Core Scientific’s established infrastructure, strategic partnerships, and pending acquisition by a number one AI cloud supplier place it advantageously in the multi-trillion greenback AI infrastructure buildout, providing traders publicity to this transformative technological shift.
REN Limited (IREN)
IREN Limited has become a momentum stock in current weeks. Its shares have soared since executing a strategic pivot from bitcoin mining to AI-ready knowledge facilities.
The firm uniquely combines high-margin bitcoin mining with a strategic shift into inexperienced AI knowledge facilities.
So far, that’s created 128% YoY development, supported by ultra-low vitality prices (3.3¢/kWh) that present a serious aggressive benefit in comparison with different mining-to-AI performs.
The transformation is already producing vital returns. IREN’s AI cloud providers now generate $26 million in annualized income, with 1,896 AI-capable GPUs (together with NVIDIA H100/H200) deployed.
However, the actual development catalyst got here with IREN’s large $674 million funding in 12,400 new GPUs, doubling AI cloud capability to 23,000 items, which the firm expects will generate some $500 million in annualized gross sales by early subsequent yr.
IREN’s flagship improvement, the Horizon 1 facility, is a $300-350 million undertaking designed to assist 200kW per rack through direct-to-chip cooling to host Nvidia Blackwell GPUs.
Beyond this, IREN’s Sweetwater facility represents a 2GW flagship AI & compute hub with capability for greater than 700,000 liquid-cooled Blackwell GPUs.
Shares at the moment are up roughly 300% in 2025 and 400% over the final 12 months.
But with the AI knowledge heart story nonetheless the toast of traders in the inventory market at this time, IREN is simply one other crypto mining play shifting with investor demand to the scorching story of AI.
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