Guojin Securities: Overseas crypto mining farms are transforming into AI computing power centers
2025-10-24 00:04:26
According to the research report of Guojin Securities, crypto mining companies have become new entrants to AI data centers due to their low electricity prices and a large number of approved power quotas. At present, most crypto mining farms are preparing for the transformation to AI data centers, but the transformation strategies and progress vary. It is recommended to pay attention to the transformation of AI data centers. It is more aggressive, there is a clear AI computing power expansion plan and power guarantee, and the holding market value, holding market value, and the current value of the contract in hand are discounted from the current stock price. (Jin Ten)
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