CleanSpark (CLSK) caught in miners' one-way pivot to AI
CoinShares says the industry's turn toward AI computing is now permanent, and even a Bitcoin rally won't pull miners back. Power locked into long AI leases can't easily switch back to mining. CleanSpark ranks among the largest miners exposed to the shift, a small slice of Leopold Aschenbrenner's tracked book.
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Bitcoin Miners' Pivot to AI Compute Turns Permanent, CoinShares Says a BTC Rally Won't Reverse It
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