Fred Thiel: AI’s urgent energy demands reshape bitcoin mining, international markets offer new opportunities, and modular data centers drive efficiency
The post Fred Thiel: AI’s urgent energy demands reshape bitcoin mining, international markets offer new opportunities, and modular data centers drive efficiency appeared on BitcoinEthereumNews.com.
Fred Thiel: AI’s urgent energy demands reshape bitcoin mining, international markets offer new opportunities, and modular data centers drive efficiency | The Pomp Podcast Public bitcoin miners are pivoting to AI and high-performance computing amid shifting energy landscapes. Key takeaways The demand for energy from the AI sector is immediate and high, reflecting the urgency in energy provisioning. Hyperscalers prioritize bringing capacity online quickly, often over cost considerations, to maintain competitive advantage. International markets offer more economically viable opportunities for bitcoin mining compared to the US Excess energy in countries like Saudi Arabia and France is underutilized due to inadequate grid connections. The cost of bitcoin mining capacity is at an all-time low due to oversupply and reduced demand. Public miners are shifting focus towards high-performance computing (HPC) and AI, impacting the demand for new mining equipment. Modularizing data centers can cut infrastructure costs and boost efficiency in AI inference. Revenue in the AI sector is predominantly driven by inference processes. Data center providers are increasingly becoming energy developers to meet future operational needs. AI technologies are eroding the value traditionally held by software systems by automating insights. The strategic focus of hyperscalers on capacity wars underscores the importance of operational readiness. The shift of public miners towards HPC and AI reflects a broader industry trend impacting bitcoin mining dynamics. The economic viability of international markets for bitcoin mining is influenced by lower AI demand and energy availability. Modular data centers offer a solution to high infrastructure costs, particularly in AI applications. The erosion of software value by AI highlights the transformative impact of technology on traditional business models. Guest intro Fred Thiel is the Chairman and Chief Executive Officer of Marathon Digital Holdings (NASDAQ: MARA), one of the largest publicly traded bitcoin mining companies. He joined the company in…
Filed under: News - @ February 16, 2026 10:17 pm