Bitcoin Miners vs. Elon Musk: The High-Stakes Battle for AI Power and Infrastructure

Note: This section contains information in English only.
Source: Dukascopy Bank SA
Bitcoin miners are racing to pivot into AI infrastructure to survive shrinking profit margins, but Elon Musk's SpaceX has emerged as a powerhouse rival by leasing its massive Colossus supercluster to Anthropic. This deal proves that the real value of mining sites lies in their existing power contracts and grid connections, which are increasingly rare as AI demand outstrips the energy supply. While miners like Core Scientific and TeraWulf have seen their stock prices soar by rebranding as data centers, they now face a deeper-pocketed competitor that can deploy hundreds of thousands of chips at a scale they cannot easily match. As the industry shifts from chasing Bitcoin block rewards to chasing AI compute revenue, the competition is no longer just about who can mine the fastest, but who can control the limited electricity needed to fuel the next generation of artificial intelligence.
Back to articles

Actual Topics

Sun, 10 May 2026 20:30:07 GMT

Trump Policy Stalls U.S. Solar Boom

Trump's crackdown on China-linked firms is freezing U.S. solar factory growth. Financing and insurance dry up as the industry awaits guidance on subsidy eligibility.

Sat, 09 May 2026 12:30:10 GMT

Mercedes Recalls 144k Cars for Displays

Mercedes-Benz is recalling 144,049 U.S. vehicles over faulty instrument panels that may go blank. A free software update will fix the infotainment control units.

Sat, 09 May 2026 06:30:05 GMT

Baidu's Kunlunxin Eyes $14.7B IPO

Baidu's AI chip unit, Kunlunxin, seeks a $14.7B valuation for its Hong Kong IPO. The listing aims to capitalize on the surging demand for domestic Chinese silicon.

Per scoprire di più sulla piattaforma di Dukascopy Bank per Forex/CFD, sul SWFX ed altre informazioni relative al trading,
la preghiamo di contattarci o richiedere di essere contattato (callback request)
For further information regarding potential cooperation,
please call us or make callback request.
To learn more about Dukascopy Bank Binary Options / Forex trading platform, SWFX and other trading related information,
please call us or make callback request.
Per scoprire di più sulla piattaforma di Dukascopy Bank per Forex/CFD, sul SWFX ed altre informazioni relative al trading,
la preghiamo di contattarci o richiedere di essere contattato (callback request).
To learn more about Crypto Trading / CFD / Forex trading platform, SWFX and other trading related information,
please call us or make callback request.
To learn more about Business Introducer and other trading related information,
please call us or make callback request.
For further information regarding potential cooperation,
please call us or make callback request.