Hardik Shah
2026.06.04 14:45

๐Ÿ“Š ๐ˆ๐๐•๐„๐’๐“๐Ž๐‘ ๐๐Ž๐“๐„: Bitcoin miners best positioned in โ€œtime to computeโ€ race, Bernstein says - $Terawulf(WULF.US) $Cipher Digital(CIFR.US) $Riot Platforms(RIOT.US) $CleanSpark(CLSK.US) $Bitfarms Canada(BITF.US) $Hut 8 Mining(HUT.US)

๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:

โžค Bernstein starts coverage on ๐“๐ž๐ซ๐š๐–๐ฎ๐ฅ๐Ÿ and ๐‚๐ข๐ฉ๐ก๐ž๐ซ ๐ƒ๐ข๐ ๐ข๐ญ๐š๐ฅ with Outperform ratings.

โžค Firm says Bitcoin miners are well-positioned to meet growing ๐€๐ˆ ๐œ๐จ๐ฆ๐ฉ๐ฎ๐ญ๐ž demand.

โžค Miners have contracted ๐Ÿ” ๐†๐– across ๐Ÿ๐Ÿ• deals worth over $๐Ÿ๐Ÿ๐ŸŽ๐.

โžค Bernstein forecasts AI revenue across coverage universe rising from $๐Ÿ.๐Ÿ๐ to $๐Ÿ๐ŸŽ.๐Ÿ•๐ by ๐Ÿ๐ŸŽ๐Ÿ‘๐ŸŽ.

โžค TeraWulf receives a $๐Ÿ‘๐Ÿ” price target; AI revenue projected at $๐Ÿ.๐Ÿ•๐ by 2030.

โžค Cipher Digital receives a $๐Ÿ‘๐Ÿ price target with an $๐Ÿ๐Ÿ.๐Ÿ’๐ contracted order book.

โžค Both companies are expected to generate industry-leading ๐„๐๐ˆ๐“๐ƒ๐€ ๐ฆ๐š๐ซ๐ ๐ข๐ง๐ฌ from AI infrastructure.

๐Ÿ’ฌ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ ๐’๐ญ๐š๐ญ๐ž๐ฆ๐ž๐ง๐ญ:

โ€œBitcoin miners remain best positioned to solve โ€˜time to computeโ€™ given their planned 30 GW power portfolio and operating ability to deliver โ€˜warm powered shellsโ€™ in time,โ€ said Bernstein analyst Gautam Chhugani.

The firm noted that Bitcoin miners have signed 17 AI infrastructure agreements totaling more than $110 billion over the last two years, representing approximately 10% of AI data center capacity currently under construction. Bernstein believes existing power access, development expertise, and speed-to-market advantages position miners as key beneficiaries of the expanding AI infrastructure buildout.

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