Bitcoin miners racing to repurpose their infrastructure for artificial intelligence and high-performance computing are finding a less receptive audience on Wall Street, even as the contracts
Bitcoin miners racing to repurpose their infrastructure for artificial intelligence and high-performance computing are finding a less receptive audience on Wall Street, even as the contracts they are signing grow larger and more lucrative, according to new research by Blocksbridge Consulting.
The analysis, published in TheEnergyMag’s Miner Weekly, reviewed 25 AI and HPC infrastructure deals announced between June 2024 and August 2026. The findings show a clear erosion in market enthusiasm: the average announcement-day stock gain fell from roughly 24% for the earliest deals in the sample to around 10% for the most recent ones. Median gains dropped by approximately half over the same period, even as the headline value and scale of the contracts rose.
