Bitcoin Miners and AI: Efficient Data Center Operations

Bitcoin Miners and Artificial Intelligence Developers Still Competing

Investment banker Joe Nardini stated that despite being late in December, Bitcoin miners and Artificial Intelligence/High-Performance Computing (HPC) developers are still aggressively bidding for megawatts. This situation indicates that strong demand continues.

Increased Demand for GPU-Centric Data Centers

Additionally, the capacity of GPU-centric data centers is being strongly drawn by multiple high-creditworthy tenants at competitive prices. Such facilities continue to offer attractive opportunities for investors.

High Valuation and Affordable Financing

Nardini expressed that the shift of Bitcoin miners towards HPC has resulted in higher valuations and cheaper capital access. This is an important indicator of the sector's strategic transformation.