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Feb 18
|
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$15.49
$15.49
-0.0%
|
N/A
|
Finnhub News
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— |
Finnhub - RIOT
Starboard Announced Letter To Riot Platforms ...
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Feb 18
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$15.49
$15.49
-0.0%
|
N/A
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Finnhub News
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— |
Finnhub - RIOT
'Starboard Urges Bitcoin Miner Riot To Speed ...
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Feb 14
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$15.22
$15.49
+1.8%
|
LONG
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Unknown Speaker
Financial Commentator/Analyst
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"The Bitcoin guys kind of understood the power game a lot better especially like the density side of things... in five or 10 years when this market really matures they're going to be the industry leaders." The market currently discounts these stocks as cyclical crypto miners. However, AI training requires massive energy density—a specific engineering constraint that miners have mastered and traditional data centers struggle with. As miners repurpose capacity for sticky, high-margin AI compute contracts, they will re-rate from "commodity miners" to "critical AI infrastructure," capturing market share from legacy providers. Long Bitcoin miners that are actively pivoting to HPC/AI strategies. Regulatory hurdles on energy usage or failure to execute the technical transition from hashing (SHA-256) to general compute. |
CoinDesk
Bitcoin miners will CRUSH traditional data ce...
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Feb 14
|
|
$15.22
$15.49
+1.8%
|
LONG
|
Unknown Speaker
Financial Commentator/Analyst
|
"All of these companies breaking into this new form of computers saying hold my beer we don't have time for that... as long as you get there first before everyone else, you're going to have a larger share." Traditional data centers are bogged down by bureaucracy ("writing new rule books"). Bitcoin miners possess the unique combination of existing power infrastructure, risk tolerance, and speed required to capture the initial AI compute market share. LONG. Miners are the "fast" infrastructure play for AI. Regulatory crackdowns on energy usage or a shift in AI compute requirements that miners cannot retrofit for. |
CoinDesk
Here’s why bitcoin miners are beating traditi...
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