In the crypto industry, instead of the long-discussed supercycle for Bitcoin and digital assets, a trillion-dollar construction supercycle is underway in AI data center infrastructure. Analyst Wolfie Zhao in TheEnergyMag newsletter states that the Magnificent Seven tech giants will invest over 600 billion dollars in AI this year. Bitcoin miners are aggressively pivoting to AI and high-performance computing due to shrinking margins.
The fourth quarter of 2025 marked record PP&E spending by IREN, reflecting its accelerating pivot toward AI-focused infrastructure. Source: TheEnergyMag
Bitcoin Miners’ AI Data Center Pivot
IREN (formerly Iris Energy) acquired AI data center infrastructure and GPU hardware with 800 million dollars in property, plant, and equipment spending in the last quarter; this exceeds what it spent on BTC mining expansion in three years post-IPO. Companies following similar strategies include BTC detailed analysis-focused MARA Holdings, Riot Platforms, HIVE Digital Technologies, and Bitdeer Technologies. When BTC price fell from 126,000 dollars to 60,000 dollars, the mining sector struggled. Bitdeer describes the transition to AI infrastructure as a strategic turning point, while HIVE CEO Frank Holmes states that miners have won the AI data center race.
Source: Frank Holmes on X
Critical Support and Resistance Levels for BTC
Current BTC price 65.622$, downtrend with 24h -1.05% drop. RSI 28.98 (oversold). Strong supports:
- S1: 65.415$ (75/100 ⭐, -0.75% distance)
- S2: 60.000$ (74/100 ⭐, -8.96% distance)
Resistances: R1 69.386$ (+5.28%), R2 73.126$ (+10.95%). ETF flows supportive: BTC ETFs saw 144.9M$ net inflow on February 9. Binance SAFU fund bought 4.545 BTC (304M$), Goldman Sachs holds 1.1B$ BTC.
Why Are Bitcoin Miners Switching to AI? FAQ
Which AI companies are BTC miners? IREN, MARA, Riot, HIVE, Bitdeer.
How much AI investment? Magnificent Seven 600B$+, IREN 800M$ PPE.
What if BTC falls to 60K? 60K strong support, ETF inflows recovery signal. Monitor BTC futures.
Source: https://en.coinotag.com/bitcoin-miners-are-shifting-to-the-ai-supercycle
