#隐私币生态普涨 Can mining rigs be played like this? Mining companies have transformed into large investors in AI computing power.

Recently, an interesting transformation case has emerged in the circle - those mining companies that used to quietly mine $BTC suddenly found that their electricity resources have become very desirable.

Iren has just officially announced a significant deal with Microsoft: a five-year cloud services agreement worth up to $9.7 billion. As soon as the news broke, their stock price surged by 11.5%. Even more impressive is Cipher Mining, which secured a $5.5 billion order from Amazon Web Services, causing their stock price to soar by 22% on the same day.

The logic behind this operation is actually not complicated: AI training requires computing power, and computing power needs stable electricity. Mining companies happen to have ready-made electricity infrastructure and data center resources, which is exactly what tech giants lack. It's a perfect match; mining companies shift from mining to leasing computing power, changing tracks faster than anyone else.

After all, in this day and age, whoever controls the computing power resources holds the discourse power of the new era.