# Bitcoin Mining İlgili Makaleler

HTX Haber Merkezi, kripto endüstrisindeki piyasa trendleri, proje güncellemeleri, teknoloji gelişmeleri ve düzenleyici politikaları kapsayan "Bitcoin Mining" hakkında en son makaleleri ve derinlemesine analizleri sunmaktadır.

Bernstein Reveals Details of Core Scientific's $14 Billion Deal with AMD

Analysts from Bernstein revealed details of a deal between Core Scientific and AMD with a potential total value of over $14 billion. According to the report, initial contracts for 530 MW of capacity could generate this revenue over 15 years, with AMD acting as a credit guarantor for part of the bitcoin miner's infrastructure. The partnership, announced on July 28, has the potential to allocate up to 2.5 GW of data center capacity for AI. Bernstein broke down the 530 MW into 377 MW of direct triple-net lease for AMD and 152 MW for an unnamed cloud provider backed by AMD's credit. This structure is seen as lowering financing costs and counterparty risk. AMD also received warrants to buy 30 million Core Scientific shares at $23.47 each, which vest upon reaching the 2.5 GW target. Average annual revenue from the deal is estimated at around $0.9 billion, or about $1.8 million per megawatt, which is 5-25% below recent AI hosting deals by other miners. However, the 377 MW triple-net lease for AMD carries a margin close to 100%. Core Scientific expects capital expenditures for the deal to be $11-12 million per MW, totaling about $6 billion. Bernstein views this partnership as a new phase in the transformation of former bitcoin miners into AI infrastructure operators, with AI chipmakers like AMD now acting as direct anchor tenants. Recent similar deals include Hut 8 allocating 704 MW to a tenant believed to be Nvidia, and AMD reserving 200 MW with Riot Platforms. Core Scientific also paid Block $41.9 million to terminate a mining chip supply contract as part of its accelerated diversification into AI.

cryptonews.ru15 saat önce

Bernstein Reveals Details of Core Scientific's $14 Billion Deal with AMD

cryptonews.ru15 saat önce

Core Scientific Writes Off $41.9 Million to Accelerate Exit from Bitcoin Mining

Core Scientific reported a $41.9 million payment to terminate a contract with Block and its subsidiary Proto for the supply of Bitcoin mining chips. This move finalizes its exit from plans to grow its hash rate, shifting its business model entirely towards AI colocation. The agreement, announced in July 2024, was for 3nm chips providing roughly 15 EH/s of hash rate. Following the cancellation, Core Scientific stated it will no longer invest in new mining hardware to maintain or expand its cryptocurrency mining capacity. Instead, it will generate cash flow from its existing mining fleet while repurposing its data centers, potentially selling or decommissioning ASIC miners. In Q2 2026, revenue from AI colocation surged to $136.7 million from $10.6 million a year earlier, representing 83% of total revenue. In contrast, its own Bitcoin mining revenue fell 66% to $21.5 million. Quarterly Bitcoin production dropped 53% year-over-year. AI colocation capacity reached 437 MW by mid-July 2026, with CoreWeave accounting for all current hosting revenue and approximately 77% of Core Scientific's total revenue in H1 2026. The company also announced a partnership with AMD for up to 2.5 GW of potential data center capacity, with initial 15-year agreements for about 530 MW estimated to bring in over $14 billion in contract revenue. Total Q2 revenue grew to $164.2 million, while capital expenditures jumped to $797.5 million. As of June 30, 2026, the company reported long-term debt of $4.3 billion and free liquidity of $1.82 billion. The shift aligns with a broader industry trend of major Bitcoin miners accelerating a pivot to AI amid pressure on Bitcoin mining profitability.

cryptonews.ruDün 13:41

Core Scientific Writes Off $41.9 Million to Accelerate Exit from Bitcoin Mining

cryptonews.ruDün 13:41

BitRiver Founder Sent to Pre-trial Detention on Fraud Charges

Founder of Russian cryptocurrency mining company BitRiver, Igor Runets, has been remanded in custody for at least two months on suspicion of large-scale fraud. He is accused under Part 4 of Article 159 of the Russian Criminal Code ("large-scale fraud committed by an organized group"). The investigation alleges fraudulent activities related to supplying mining equipment, causing damages of nearly 1 billion rubles to the En+ group, a metallurgical and energy conglomerate. Authorities successfully petitioned for detention, citing the scale of the alleged damages and concerns Runets could influence witnesses. His representatives have not commented. The case's progression hinges on equipment examinations and witness testimony from En+. This follows Runets' detention under house arrest in February on separate suspicions of tax evasion by concealing assets. Concurrently, BitRiver's parent company, Fox Group, faces bankruptcy proceedings with debts of $9.2 million, threatening the mining firm's survival and potential change of ownership.

cryptonews.ruDün 12:31

BitRiver Founder Sent to Pre-trial Detention on Fraud Charges

cryptonews.ruDün 12:31

Ionic Digital, Celsius's Mining Successor, Debuts on Nasdaq with a 25% Rise

Ionic Digital, a company created in 2024 to acquire the bitcoin mining assets of bankrupt crypto lender Celsius Network, debuted on Nasdaq on July 28, 2026, under the ticker IOND. Its shares started trading at $50 and closed at $62.9, marking a 25.8% gain. The direct listing gave an initial valuation of approximately $2.25 billion. Formed as part of Celsius's court-approved restructuring plan, Ionic issued about 37 million Class A shares to Celsius creditors. The company acquired significant assets, including mining hardware (ASICs), real estate, cash, and 540 BTC. Initially managed by Hut 8, Ionic now operates independently. Its core business includes operating a flagship 234 MW facility in Ward County, Texas, leased to hyper scaler Nscale under a long-term contract expected to generate up to $2 billion in revenue. Ionic also continues crypto mining operations across four sites in Midland, Texas, holding 2,861 BTC on its balance sheet. The move reflects a broader industry trend of mining companies diversifying into high-performance computing for sectors like AI.

cryptonews.ruDün 10:44

Ionic Digital, Celsius's Mining Successor, Debuts on Nasdaq with a 25% Rise

cryptonews.ruDün 10:44

Galaxy, MARA Holdings deepen Texas expansion with land Acquisitions

Crypto firms Galaxy Digital and MARA Holdings are expanding their infrastructure operations in Texas through new land acquisitions focused on AI, high-performance computing, and Bitcoin mining. Galaxy Digital purchased a 500-acre site in McGregor for its second AI/HPC data center campus, starting with 74 megawatts of power. MARA Holdings separately agreed to acquire a 1,200-acre site in Matagorda County with access to up to 2 gigawatts for similar mixed-use development. These moves coincide with Meta Platforms' announcement of a major AI data center in El Paso, highlighting Texas's growing appeal for large-scale infrastructure due to its large power market, lower electricity costs, and available land.

cointelegraph2 gün önce 18:15

Galaxy, MARA Holdings deepen Texas expansion with land Acquisitions

cointelegraph2 gün önce 18:15

The CEO of MARA Holdings Compares AI Operations to Bitcoin Mining! Which is More Profitable?

Fred Thiel, CEO of MARA Holdings (a major Bitcoin mining company), states that the rapid growth of the artificial intelligence (AI) sector is transforming mining companies' business models. He claims that powering data centers for AI is significantly more profitable than Bitcoin mining. In a recent interview, Thiel explained why many mining firms are diversifying into AI infrastructure. According to Thiel, the energy demands of data centers are surging, especially due to the spread of generative AI applications. This creates new revenue opportunities for Bitcoin mining companies with robust power infrastructure. MARA Holdings is among those monitoring this shift and aims to develop its energy and infrastructure services for AI data centers. Thiel emphasized that this move toward AI does not mean the end of Bitcoin mining. He stated that Bitcoin mining remains a sustainable business model, especially for miners in regions with low electricity costs, and it is still a crucial field for utilizing excess or idle power capacity. In recent years, many Bitcoin mining companies have begun using their energy-intensive infrastructure not just for block production but also for high-performance computing (HPC) and AI applications. This strategy aims to diversify revenue sources and increase resilience against cryptocurrency market volatility. Analysts note that the growing energy demand in the AI sector presents significant transformation opportunities for mining companies. The need for high-power, uninterrupted electricity supply, particularly for large data centers, gives Bitcoin miners with existing energy infrastructure expertise a considerable advantage.

cryptonews.ru07/28 06:36

The CEO of MARA Holdings Compares AI Operations to Bitcoin Mining! Which is More Profitable?

cryptonews.ru07/28 06:36

Bitcoin mining pool Poolin files for Chapter 11 bankruptcy

Bitcoin mining pool Poolin, along with two US affiliates, has filed for Chapter 11 bankruptcy in a New Jersey court. The Singapore-based company estimates liabilities between $100 million and $500 million, with assets ranging from $1 million to $10 million and over 10,000 creditors. The filing includes a proposed $52 million "stalking horse" bid to sell two West Texas mining sites, subject to a court auction. Once the world's largest mining pool in 2019, Poolin now ranks 17th by hashrate with a 0.2% market share. The news highlights growing financial pressures on Bitcoin miners, driven by rising electricity costs. Other firms, like NFN8 Group, have also recently filed for bankruptcy. In response, many miners are diversifying. For instance, Bitfarms is winding down its mining to pivot to AI data centers, while Hut 8 and IREN have announced major AI infrastructure deals worth billions. Analysts suggest such partnerships with miners will be crucial for AI companies needing computing power.

cointelegraph07/27 12:49

Bitcoin mining pool Poolin files for Chapter 11 bankruptcy

cointelegraph07/27 12:49

From Auto Finance to Bitcoin to AI Engines: An Analysis of Cango's 'What Not to Do' Strategy

From Auto Finance to Bitcoin and Now AI: Cango's "What Not to Do" Strategy Cango, a Chinese auto finance platform that went public on the NYSE in 2018, is undergoing its third major transformation. After selling its entire auto business in 2024, it pivoted to become a large-scale Bitcoin miner, acquiring 50 exahash of mining rigs from Bitmain. However, its true goal was never Bitcoin, but owning and controlling energy infrastructure. Now, Cango is pivoting again. While most listed Bitcoin miners are leasing power to giant hyperscalers for AI training clusters, Cango is taking the opposite path. It has launched an AI inference subsidiary called EcoHash, focusing not on training but on distributed inference. The company's strategy hinges on the insight that over 70% of mining industry power is controlled by small, independent sites (10-50 MW), which are too small for hyperscalers but ideal for low-latency AI inference. Cango aims to partner with these small operators, providing the AI technology, customers, and financing through its EcoLink software layer, which can distribute workloads across sites for reliability. Cango maintains a hybrid model, running roughly 31.7 EH/s of Bitcoin mining for cash flow while aggressively cleaning its balance sheet—slashing long-term debt by 94.5% to $30.6 million and raising $75 million for its AI venture. Its first AI deployment will be at a 50 MW site in Georgia. The strategy faces skepticism, given the high costs of converting mining sites and the potential for an AI bubble. However, Cango's leadership believes discipline around "what not to do"—avoiding direct competition with hyperscalers in training—positions it to capture the long-tail demand for distributed AI inference power.

Foresight News07/11 07:56

From Auto Finance to Bitcoin to AI Engines: An Analysis of Cango's 'What Not to Do' Strategy

Foresight News07/11 07:56

Mining Scale Skyrockets: Why Can't Bitdeer Hold onto Its Bitcoin?

Bitdeer's May 2026 operational data reveals a stark contrast: while its Bitcoin mining output surged to 921 BTC, a 370% year-over-year increase, its end-of-month holdings plummeted to just 171 BTC. This significant disparity highlights that the company, amidst a strategic pivot towards AI cloud infrastructure, continues to rely heavily on selling newly mined Bitcoin to fund operations and expansion, despite reporting a steady $69 million in annualized recurring AI revenue. The trend is consistent with Q1 2026 figures, where mining output reached 2,033 BTC but holdings were a mere 31 BTC, with $206.8 million from digital asset disposals. While the AI business, showing 90% GPU utilization, offers a potential future cash flow buffer to reduce dependency on Bitcoin sales, its current contribution to actual confirmed revenue remains limited. The transformation introduces new risks related to client acquisition, capital-intensive data center projects like Tydal, and delivery timelines. The core question raised is whether the AI venture will successfully generate sufficient stable cash flow to allow Bitdeer to retain more of its mining proceeds as Bitcoin treasury assets, or if the shift merely changes the form of financial pressure while Bitcoin reserves continue to dwindle.

Foresight News06/22 06:07

Mining Scale Skyrockets: Why Can't Bitdeer Hold onto Its Bitcoin?

Foresight News06/22 06:07

Fidelity Mid-Year Review: 6 Key Digital Asset Trends for 2026

Fidelity Digital Assets' mid-year review assesses progress on six key digital asset trends for 2026 outlined in their annual outlook. The integration of digital assets with traditional capital markets is accelerating, evidenced by strong institutional demand for products like Bitcoin ETP options and increased tokenization activity. Regulatory clarity is also improving. Token holder rights are gaining focus through mechanisms like buybacks and governance changes, though a clear market premium for these features hasn't materialized. AI's rising compute demand appears to be impacting Bitcoin mining, with hash rate growth slowing as miners potentially reallocate resources. Bitcoin's network development is on track, with increased data capacity not straining the blockchain, while attention shifts to node dynamics and long-term quantum security upgrades. Market-wise, bearish forces have dominated in the short term due to macro pressures, yet underlying structural positives like institutional adoption remain. Finally, gold's strength, supported by central bank demand and de-dollarization trends, aligns with expectations, though anticipated outperformance by Bitcoin relative to gold has not yet occurred. Overall, the landscape shows foundational, long-term trends progressing beneath near-term market volatility.

marsbit06/01 15:25

Fidelity Mid-Year Review: 6 Key Digital Asset Trends for 2026

marsbit06/01 15:25

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