Los grandes mineros redujeron un 20% de su potencia por la IA. La situación es realmente complicada

cryptonews.ruPublished on 2026-08-14Last updated on 2026-08-14

Abstract

Un grupo de grandes mineros públicos redujo su producción de bitcoin en un 21% durante el primer semestre del año, según cálculos de Miner Weekly. Esto se debe a una transición masiva hacia el apoyo de infraestructura para inteligencia artificial. El hashrate global, que refleja la actividad minera, cayó un 10% en ese período. Aunque algunas grandes empresas como Bitdeer, Marathon Digital (MARA) y American Bitcoin aumentaron su producción, sus esfuerzos no fueron suficientes para compensar las reducciones de otras como Core Scientific, IREN y TeraWulf. Excluyendo a Bitdeer, el hashrate del grupo analizado cayó un 21.2%. La transición hacia la IA está impulsada por ingresos más altos, estables y predecibles en comparación con la minería de criptomonedas. Empresas pioneras como Core Scientific y TeraWulf ya obtienen más ingresos de la IA que de la minería. En el segundo trimestre de 2026, los ingresos por alquiler de plataformas de computación de alto rendimiento representaron el 71% para TeraWulf y el 83% para Core Scientific. Desde principios de 2026, el hashrate global total ha caído más del 10%, pasando de 1040 EH/s en enero a menos de 900 EH/s en agosto. El hashrate promedio de las últimas 24 horas es de 888 EH/s.

Un grupo de grandes mineros públicos redujo la extracción de bitcoins en un 21% en la primera mitad del año en medio de una transición masiva hacia el apoyo a la infraestructura de inteligencia artificial, según cálculos de Miner Weekly. Durante este tiempo, el hashrate global, que refleja la actividad de los mineros, cayó un 10%.

Varios actores importantes de la industria aumentaron su hashrate, pero sus esfuerzos no fueron suficientes para compensar la disminución general de la actividad. Core Scientific, IREN, Cipher Digital, TeraWulf y Keel Infrastructure (anteriormente Bitfarms) redujeron la minería de bitcoins, mientras que Bitdeer, MARA, Riot Platforms y American Bitcoin incrementaron la producción de criptomonedas.

Sin embargo, excluyendo a Bitdeer, el hashrate de las demás empresas en este grupo disminuyó un 21,2%, pasando de 324,6 EH/s (exahashes por segundo) a 255,9 EH/s. La capacidad de Bitdeer, por su parte, aumentó un 44% en la primera mitad de 2026, alcanzando los 63 EH/s. Esto se logró gracias a la producción de su propio equipo SEALMINER.

MARA y American Bitcoin también continuaron expandiéndose, pero su crecimiento no fue suficiente para compensar la reducción de capacidad de Cango, Cipher, Keel, Core Scientific, TeraWulf e IREN.

La transición hacia el ámbito de la IA se debe a que los ingresos en este sector son más altos, más estables y predecibles que en la minería de criptomonedas. Las empresas que se transformaron antes que otras, como Core Scientific y TeraWulf, ya están obteniendo más ingresos del sector de IA que de la minería.

En el segundo trimestre de 2026, los ingresos por el alquiler de plataformas informáticas de alto rendimiento representaron el 71% para TeraWulf. Para Core Scientific, fue del 83%. El resto del sector se encuentra en una etapa más temprana de transición.

Desde principios de 2026, el hashrate global total cayó más de un 10%, pasando de 1040 EH/s en enero a un nivel inferior a 900 EH/s en agosto. Según datos de BitinfoCharts, el hashrate promedio en las últimas 24 horas fue de 888 EH/s.

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