AI抢电力合同，比特币矿工陷入两难——减半压力下的行业洗牌

2026-01-14 02:20:12

【Crypto World】AI data centers have been moving quickly over the past two years, signing large-scale long-term power contracts and offering higher bids to power companies. This has directly squeezed Bitcoin miners—competition for low-cost electricity is becoming increasingly fierce. As a result, many mining companies are forced to choose: either sell BTC at a loss or switch to AI facility operations.

This shift may seem small, but its impact is significant. Bitcoin mining originally helped balance the grid by shaving peaks and filling valleys, allowing miners to turn off flexibly during peak electricity usage. But AI equipment is different; its power demand needs to be continuous and stable, which removes the flexibility for miners. The final outcome? The grid loses an important buffer mechanism.

Plus, with Bitcoin just having completed its halving, miners’ profits are already under pressure. When this wave of electricity competition hits, small and medium-sized mining companies can’t hold on, accelerating industry reshuffling. Large mining farms are merging with smaller ones, and the level of network decentralization may decline accordingly. This is no small matter—decentralization is a core value of Bitcoin.

BTC3,07%

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GateUser-44a00d6c

· 6h ago

This is just outrageous. With AI causing such chaos, Bitcoin miners are being pushed out directly… Wait, large mining farms are acquiring small ones. What's the point of decentralization anymore? Switching from mining to AI operations is probably a forced choice, especially since the halving has already made profits quite slim. Power companies definitely prefer AI, as it provides stable demand. Miners shutting down flexibly doesn't do much for them. Honestly, this round of reshuffling is quite harsh. Small miners really can't hold on.

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UncommonNPC

· 6h ago

Just saying, this wave of AI consuming electricity is never-ending. Miners are really having a tough time. Centralization of computing power will inevitably cause problems. Bitcoin isn't meant to be played this way. Switching from mining to AI operations? Honestly, it's just being forced. I feel sorry for these small and medium miners. The power grid is actually relying on AI now, which is a bit ironic. Halving + electricity war, small and medium mining companies are being double-killed.

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ContractBugHunter

· 6h ago

Oh my, AI this wave is really just directly grabbing the miners' livelihoods --- Halving is already tough, now we have to compete with AI for electricity. Small and medium-sized mines are really doomed --- Wait a minute, isn't this just the logic of capital? Whoever pays more gets the electricity. Who can miners blame? --- Decentralization of Bitcoin is indeed worrying. Big companies eating up small ones is really becoming the norm --- Switching to AI operations? Uh... sounds like a forced betrayal --- The power grid still needs to leave room for regulation, otherwise the whole system will collapse when the load is high --- At the end of the day, it's still about electricity costs. Without cheap electricity, who will mine? --- Haha, in the crypto world, there are only two words: involution

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LiquidityWitch

· 6h ago

Really, the financial power on the AI side is terrifying, directly pouring money to push miners out... If this continues, can BTC still be decentralized? --- Halving was already tough, and now AI is stealing electricity. Small and medium miners really can't survive. --- Wait a minute, miners switching to AI operations? Are they still miners... feels a bit off. --- Electricity companies are probably thrilled, both sides need power, and they can even raise prices. Truly, they are the beneficiaries. --- Decentralization is indeed mysterious; large mining farms are becoming more concentrated, which goes against the original ideals. --- But on the other hand, AI demand is definitely there, and miners shifting is also following the trend. Survival is understandable. --- The entire industry is reshuffling, and it's uncertain who the final winner will be...

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PumpDetector

· 6h ago

ngl this is exactly the whale consolidation pattern we've seen before... big money absorbs the weak hands right on schedule. classic market psychology tbh

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FromMinerToFarmer

· 6h ago

Is AI coming to take away jobs again? Miners are really having a tough time these days. Oh my, the halving hasn't even fully passed, and electricity costs are skyrocketing. How can small and medium-sized mining farms survive? So, in the end, the big miners still win, and small retail investors can only be pushed out. This shift towards AI operations—what's the point... It turns out that mining faith can't even withstand electricity cost tests. The power grid is actually unhappy; without the buffering role of miners, who will help balance things? But on the other hand, with this reshuffle, is Bitcoin really becoming more decentralized? I heard some miners have already moved to Central Asia. With electricity so expensive, do they still need to stay locally?

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MevSandwich

· 6h ago

Damn, is AI this aggressive? Stealing electricity contracts directly... Miners are really having a tough time. AI spends money to sign contracts, and that's it. How can miners compete? Even with halving, they still want to steal electricity. Now it's all good—decentralization has actually become centralized. Irony, huh? Small and medium-sized mining farms really can't hold on. They either sell coins or switch industries—there's no other way. But on the other hand, the power companies are making a huge profit this round. They sell to whoever pays the most.

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