From Breakingviews - Breakingviews - COMMENTARY: Bitcoin miners reveal the real AI scarcity trade ↧ ↧ Breakingviews - COMMENTARY: Bitcoin miners reveal the real AI scarc... Cipher Digital, TeraWulf and Hut 8 are leasing the electricity they once used to generate digital coins to chatbot operators. Rival IREN instead built a one-stop server-farm shop. Investors value the landlords more richly, suggesting megawatts will hold value better than chips.
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From Breakingviews - Breakingviews - COMMENTARY: Bitcoin miners reveal the real AI scarcity trade ↧
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Stay grounded Be disciplined Don’t be lazy Help others Don’t be too scared, but don’t be greedy Fear will tell you to quit Greed will tell you to overreach Ego will tell you that you’re always right The real fight is em…
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