The Bitcoin network's total hash rate has experienced its first quarterly decline since 2020, dropping from year-end levels of 1 ZH/s to approximately 900–950 EH/s. On March 21, mining difficulty was reduced by 7.76%. Public mining companies are facing losses of $19,000 per bitcoin mined, while over $70 billion in AI hosting contracts have been signed. Core Scientific plans to sell most of its Bitcoin holdings by year-end to fund AI expansion, and Bitdeer has already liquidated all its Bitcoin reserves in February. CoinShares estimates that by year-end, up to 70% of some mining companies’ revenue may come from AI hosting, with operating profit margins of 80–90% in fixed U.S. dollar income. Miners are increasingly using Bitcoin infrastructure to support AI operations.
Bitcoin Miners Pivot to AI as Network Hashrate Declines
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