Release: 2026/05/25 09:57 Reading: 0
Original author:华尔街小财神
Original source:https://www.youtube.com/embed/EwrZkjucn70
The second wave of AI may not only be in chips, but also in electricity. Bitcoin miners used to make a living by mining coins, but now they are suddenly being repriced by Wall Street because they hold land, grid access, long-term power agreements and data center transformation capabilities. The focus of this issue is to clarify: why AI giants began to rush for electricity, why miners may change from crypto cycle stocks to AI infrastructure assets, and the respective trump cards and risks of CORZ, CIFR, WULF, HUT, and RIOT.
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