Guojin Securities: Overseas crypto mining farms are transforming into AI computing power centers
2025-10-23 23:50:32
On October 24th, 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 companies that are more aggressive in transforming AI data centers, have clear AI computing power expansion plans and power guarantees, and hold currency market value, shareholding market value, and the sum of the present value of the contract in hand are discounted from the current stock price.
Disclaimer:
1. The information provided does not constitute investment advice. Investors should make independent decisions and bear all risks themselves.
2. The copyright of this content belongs to the original author. The views expressed herein are solely those of the author and do not represent the stance or position of this website.
