Bitcoin miners chase AI demand as Nvidia says Rubin is already in production

Bitcoin mining companies are increasingly influenced by the rising demand for artificial intelligence. With Nvidia announcing the start of production for a new product, miners are exploring pathways to operate more like infrastructure companies rather than relying solely on traditional mining margins. This shift is particularly significant as miners aim to capitalize on the growing AI market, suggesting a transformation in business strategies ahead of a competitive year in 2026. However, not all miners will easily adapt; those that rely heavily on pure mining may struggle in a challenging market landscape. The trend indicates a broader restructuring within the mining sector to align with emerging technological demands, which carries both opportunities and risks.