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Bitcoin Miners Pivot to AI/HPC With Major Financings as Weekly Stock Moves Diverge

Investors increasingly value these companies for compute capacity rather than Bitcoin output.

Overview

  • Cipher Mining signed a 10-year colocation agreement with Fluidstack worth roughly $3 billion, including about $1.4 billion in guaranteed lease obligations tied to warrants for a 5.4% stake.
  • TeraWulf outlined plans to issue $3.2 billion in senior secured notes to expand its Lake Mariner data center in Barker, New York for AI and high-performance computing.
  • IREN closed a $1 billion convertible senior notes offering to fund its buildout of AI and HPC cloud services.
  • Bitdeer announced a plan to convert its 570-megawatt Clarington, Ohio site for AI data center capacity, and its shares surged nearly 30% on Wednesday.
  • Mining equities have outpaced Bitcoin in 2025, with a fund tracking the group up more than 150% year-to-date, while the week ending Oct. 17 saw mixed returns led by Bitdeer (+29.84%) and lagged by Hive (−16.03%).