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AI Hosting: Miners' New Revenue Stream

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A fundamental shift is underway in the Bitcoin mining landscape, as the value of the electricity secured by miners increasingly surpasses the profitability of mining itself. Fidelity's May 2026 assessment highlights that AI hosting presents a lucrative secondary revenue stream, allowing miners to repurpose their energy infrastructure for high-performance computing. This trend is expected to flatten Bitcoin's hash rate growth as major operators redirect power from mining to AI services, potentially reducing network energy consumption and stabilizing mining economics. Miners with cheap, reliable power are now positioned as key players in the AI boom, transforming their business models and the broader crypto energy narrative.

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