The AI computing power market is far from cooling down. According to investment banking professionals, as miners increasingly turn to high-performance computing (HPC) infrastructure, the competition for scarce electricity resources is becoming more intense. This shift reflects a phenomenon: as traditional mining profits come under pressure, capital is flooding into computing power outsourcing and AI training tracks. Energy bottlenecks have become a key constraint—whoever controls cheap and stable electricity supply will hold the discourse power in the next phase. From mining pools to chip manufacturers, the entire ecosystem is being reshuffled. This not only changes the mining landscape but may also reshape the competitive landscape of the high-performance computing industry.
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GhostAddressMiner
· 2025-12-26 21:10
Wait, which wallet's backer is this "investment banking industry insider" revealing? I haven't detected any large fund abnormal flows on the chain...
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MevShadowranger
· 2025-12-26 13:43
Electricity costs are the real key; whoever can get cheap electricity wins.
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SchrodingerAirdrop
· 2025-12-23 21:58
Electricity is the true oil; those who hold onto electricity will be the ones laughing in the end.
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SchroedingerMiner
· 2025-12-23 21:58
Electricity costs are the real king; whoever is cheaper wins.
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Here comes another new story about playing people for suckers; the computing power outsourcing is too deep.
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Sounds nice, but it’s actually just that mining is no longer profitable, so switching to AI training.
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Energy monopoly = discourse power; this logic is sound, now it’s really out of the game if there’s a power shortage.
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Chip manufacturers are laughing all the way; they just sit back and collect rent.
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Miners turning to HPC? I see that large investors have already laid out their plans, while retail investors are still sleepwalking.
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Electricity supply is the final moat, didn’t expect that.
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The whole ecosystem is being reshuffled, and the most miserable ones are still the retail investor miners.
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Whoever controls electricity is the boss. Quite realistic.
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Traditional mining is dead; AI computing power is immortal? Not necessarily, brother.
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AlphaWhisperer
· 2025-12-23 21:53
Electricity is the new oil; those who hold electricity are the real Large Investors.
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OnChainArchaeologist
· 2025-12-23 21:32
Electricity is the real oil; whoever gets cheap electricity wins.
The AI computing power market is far from cooling down. According to investment banking professionals, as miners increasingly turn to high-performance computing (HPC) infrastructure, the competition for scarce electricity resources is becoming more intense. This shift reflects a phenomenon: as traditional mining profits come under pressure, capital is flooding into computing power outsourcing and AI training tracks. Energy bottlenecks have become a key constraint—whoever controls cheap and stable electricity supply will hold the discourse power in the next phase. From mining pools to chip manufacturers, the entire ecosystem is being reshuffled. This not only changes the mining landscape but may also reshape the competitive landscape of the high-performance computing industry.