Bitcoin mining companies and artificial intelligence data centers are increasingly competing for access to inexpensive and sustainable energy, which could trigger a renewal of institutional investments in the mining sector during the next decade.
AI data centers with deep capital reserves begin to overcome minors for power infrastructure, with more bitcoin minors (BTC) being “price” or depreciating mining activities, according to a July 31 search report from the Bitcoin Gomining Institutional Institutional Institutional.
However, the flexibility of Bitcoin extraction companies allows them to develop in more network out of locations with a lack of high speed internet infrastructure, giving them an advantage over AI installations, according to Jeremy Dreier, Director General and Director of Business Development at Gomining Institutional.
This growing battle for energy will lead to a renewed vague institutional investment in Bitcoin exploitation during the next decade, Dreier said during the chain reaction of Cointelegraph Daily X Spaces Show on Thursday.
“Over the next five to 10 years, due to this new battle with AI, we will see a new peak for Bitcoin exploitation because we now have real institutional capital enter space.”
Institutional capital has already flocked to the funds (ETF), Dreier, mining investments, mining investments of these investors call for mining investments.
Bitcoin minors and the war hidden with AI (feat. Gomining) #ChainreAction https://t.co/zlymxlkzfr
– Cointtelegraph (@cointelegraph) August 13, 2025
Institutions want a cheaper “virgin” bitcoin
An institutional rotation of capital in Bitcoin extraction companies can be the next logical step while companies investing in Bitcoin FNB and cash companies seek to acquire a cheaper bitcoin for their balance sheet.
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Other institutions explore the possibility of acquiring a cheaper “virgin” bitcoin, instead of paying cash prices on the scholarships, said Dreier. “(The institutions) want to obtain new newly created bitcoins, cheaper than they get it from the market.”
More and more institutions inquire about the Bitcoin extraction infrastructure services in Gomining in order to acquire a cheaper bitcoin for their balance sheet, Dreier said in Cointelegraph.
The operation of a bitcoin costs an average of $ 64,000 in the first quarter of 2025 and is expected to exceed $ 70,000 by the end of the year, which is still 70% cheaper than today’s Bitcoin price of more than $ 119,050, according to a research report from Theinermag.
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The battle for electricity between minors and AI data centers has seen many Bitcoin extraction companies diversify operations to take advantage of this trend.
For example, Riot Platforms interrupted his plans to extend his Bitcoin extraction operations in Corsicana, Texas, to explore IA opportunities instead on the same site.
Iris Energy has also announced a strategic pivot towards its AI Cloud activity, placing a self-imposed ceiling for its expansion of the mining fleet, signaling a “major reshuffle of priorities”, according to the Gomining Institutional report.
However, Dreier plans many public minors “who jumped on the AI train” to “start quickly going back into the investment more in Bitcoin exploitation”, because they see the rotation of institutional capital occur.
Others double the innovation of Bitcoin exploitation. The company Fintech focused on Bitcoin Block Inc. has introduced a new cryptocurrency mining system designed to extend the lifespan of mining platforms and lower operating costs, distressing a potential increase for minors who have trouble maintaining installations, Cointelegraph reported Thursday.
https://www.youtube.com/watch?v=20zfedqdkl8
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