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Stock impact report

AI Data Centers Are Outbidding Bitcoin Miners for Cheap Power [Yahoo! Finance]

Galaxy Digital Inc. - Class A common stock (GLXY) 
Company Research Source: Yahoo! Finance
That pressure is evident in the market, where Bitcoin has struggled to maintain recent highs as miner costs rise. Zoom out, and this fits a bigger trend: AI is reshaping energy markets faster than grids can adapt. Bitcoin mining is the process of using specialized computers to secure the network and earn new coins. Think of miners as digital factories that turn electricity into Bitcoin. Electricity already makes up more than 80% of a miner's day-to-day costs AI data centers now want the same power, but they pay much more for it. Industry estimates show AI workloads generate about $25 per kilowatt-hour, while Bitcoin mining earns closer to $1. Utilities follow the money. When a power company chooses between a flexible Bitcoin miner and a 24/7 AI customer, the decision is simple. This is why grid operators increasingly ignore Bitcoin's ability to shut off during peak demand. That flexibility helped stabilize grids in places like Texas during heat waves and winter storms. AI server Show less Read more
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