Bernstein: Bitcoin miners becoming critical suppliers in AI infrastructure
Bitcoin miners are emerging as an important part of the AI infrastructure supply chain because they control large amounts of power capacity and data center...
Tag : Bernstein
Bitcoin Miners Emerge as Unlikely Power Brokers in AI Infrastructure Race, Says Bernstein
In brief Power availability is the central bottleneck in AI infrastructure buildout, says Bernstein, following a reported Google/Blackstone AI cloud alliance. Bitcoin miners collectively control...
Bernstein says Figure's Q1 results shows uniqueness of blockchain marketplaces
Bernstein analysts said Friday that Figure Technology Solutions’ first-quarter earnings report shows that the fintech is fast becoming a company that is unique among blockchain...
Bernstein cites $4T tokenized credit opportunity for Figure Technology stock
Shares of Figure Technology Solutions have risen nearly 10% over the past month, but the stock still appears undervalued as the company pivots beyond its...
Prediction markets entering institutional era after first block trade — Bernstein
Prediction markets are evolving from retail speculation platforms into institutional-grade financial instruments, driven by demand for precise macro hedging and clearly defined binary outcomes, according...
IREN Price Target Cut as Bernstein Sees Firm Dumping Bitcoin Mining for AI
In brief Bernstein cut IREN’s price target from $125 to $100 amid Bitcoin mining scale-down and share dilution, while keeping an Outperform rating. IREN is...
Bernstein sees IREN pivoting from Bitcoin mining to $3.7B AI cloud business
IREN could become the next major Bitcoin miner to transition into AI infrastructure following its multi-billion-dollar deal with Microsoft, underscoring a broader shift in mining...