--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/41490082.md" description: "๐Ÿ“Š ๐ˆ๐๐•๐„๐’๐“๐Ž๐‘ ๐๐Ž๐“๐„: Bitcoin miners best positioned in โ€œtime to computeโ€ race, Bernstein says - $Terawulf(WULF.US) $Cipher Digital(CIFR.US) $Riot Platforms(RIOT.US) $CleanSpark(CLSK.US) $Bitfarms Canada(BITF.US) $Hut 8 Mining(HUT.US) ๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โžค Bernstein starts coverage on ๐“๐ž๐ซ๐š๐–๐ฎ๐ฅ๐Ÿ and ๐‚๐ข๐ฉ๐ก๐ž๐ซ ๐ƒ๐ข๐ ๐ข๐ญ๐š๐ฅ with Outperform ratings.โžค Firm says Bitcoin miners are well-positioned to meet growing ๐€๐ˆ ๐œ๐จ๐ฆ๐ฉ๐ฎ๐ญ๐ž demand.โžค Miners have contracted ๐Ÿ” ๐†๐– across ๐Ÿ๐Ÿ• deals worth over $๐Ÿ๐Ÿ๐ŸŽ๐.โžค Bernstein forecasts AI revenue across coverage universe rising from $๐Ÿ.๐Ÿ๐ to $๐Ÿ๐ŸŽ.๐Ÿ•๐ by ๐Ÿ๐ŸŽ๐Ÿ‘๐ŸŽ.โžค TeraWulf receives a $๐Ÿ‘๐Ÿ” price target; AI revenue projected at $๐Ÿ.๐Ÿ•๐ by 2030.โžค Cipher Digital receives a $๐Ÿ‘๐Ÿ price target with an $๐Ÿ๐Ÿ.๐Ÿ’๐ contracted order book.โžค Both companies are expected to generate industry-leading ๐„๐๐ˆ๐“๐ƒ๐€ ๐ฆ๐š๐ซ๐ ๐ข๐ง๐ฌ from AI infrastructure.๐Ÿ’ฌ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ ๐’๐ญ๐š๐ญ๐ž๐ฆ๐ž๐ง๐ญ:โ€œBitcoin miners remain best positioned to solve โ€˜time to computeโ€™ given their planned 30 GW power portfolio and operating ability to deliver โ€˜warm powered shellsโ€™ in time,โ€ said Bernstein analyst Gautam Chhugani.The firm noted that Bitcoin miners have signed 17 AI infrastructure agreements totaling more than $110 billion over the last two years, representing approximately 10% of AI data center capacity currently under construction. Bernstein believes existing power access, development expertise, and speed-to-market advantages position miners as key beneficiaries of the expanding AI infrastructure buildout." datetime: "2026-06-04T14:45:39.000Z" locales: - [en](https://longbridge.com/en/topics/41490082.md) - [zh-CN](https://longbridge.com/zh-CN/topics/41490082.md) - [zh-HK](https://longbridge.com/zh-HK/topics/41490082.md) author: "[Hardik Shah](https://longbridge.com/en/profiles/27423834.md)" --- # ๐Ÿ“Š ๐ˆ๐๐•๐„๐’๐“๐Ž๐‘ ๐๐Ž๐“๐„: Bitcoin miners best โ€ฆ ### Related Stocks - [WULF.US](https://longbridge.com/en/quote/WULF.US.md) - [CIFR.US](https://longbridge.com/en/quote/CIFR.US.md) - [HUT.US](https://longbridge.com/en/quote/HUT.US.md)