RJ Hamster
Last week’s stock pick was quite popular…
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MarketBeat
Thursday’s Bonus Story
Will Crypto Miners Pivot to AI? Latest on 3 Key Players
Written by Nathan Reiff. Publication Date: 12/5/2025.
Article Highlights
- Galaxy Digital is expanding from crypto into data centers, backed by a $1.7 billion Helios project.
- Bitfarms is transitioning its Washington mining site to support AI via GPU-as-a-service infrastructure.
- CleanSpark leverages over 1 GW of power capacity to straddle AI and crypto opportunities with strong analyst support.
The worlds of cryptocurrency and artificial intelligence infrastructure are closely linked. A notable example is MicroStrategy (NASDAQ: MSTR)—which recently made the controversial pivot from AI-linked software and services to functioning as a Bitcoin treasury. While that move deepened its crypto exposure, the reverse trend—crypto firms pivoting toward AI—is gaining momentum amid softer enthusiasm for crypto and persistent demand for AI infrastructure.
The path from crypto mining and related operations to data centers is short: many miners already own much of the necessary infrastructure. None of the companies discussed here has completed a full transition, but all three are showing early signs of a pivot that analysts say could unlock long-term upside.
Galaxy Digital Builds Out Helios to Capitalize on Cloud AI Demand
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Galaxy Digital Holdings Ltd. (NASDAQ: GLXY)operates a digital assets platform that reported a 140% sequential increase in trading volumes in the most recent quarter. With roughly $17 billion in assets on its platform and $318 million in adjusted gross profit from digital assets for the same period, the company remains a major player in crypto.
Yet Galaxy is clearly looking beyond crypto. Its Helios data center project in Texas—a $1.7 billion initiative—recently cleared a major hurdle by securing a lease agreement and full funding for Phase One.
This first phase aims to deliver 133 MW to CoreWeave (NASDAQ: CRWV), a leading cloud infrastructure provider, by mid-2026.
Though data centers currently contribute under $3 million to its quarterly adjusted gross profit, Galaxy’s ability to secure financing and partnerships may signal a strategic realignment.
The company could also attract additional interest from data center partners looking to leverage Helios or similar capacities. Analysts are optimistic, estimating the firm could offer upside potential of 60% or more.
Bitfarms Bets on AI With $128 Million Data Center Conversion
Bitcoin mining firm Bitfarms Ltd. (NASDAQ: BITF) saw its share price fall nearly 25% over the past month amid lower Bitcoin prices and revenue misses.
Still, management is charting a new path. The company has publicly discussed pivoting toward AI and high-performance computing (HPC) via data center services.
Bitfarms appears to be executing on that plan, signing a $128 million agreement to convert its Washington mining site to a GPU-as-a-service model.
The facility is expected to bring 50 MW online by late 2026, positioning the company to diversify away from pure Bitcoin exposure.
Of the analysts covering Bitfarms on MarketBeat, eight of nine rate BITF shares a Buy.
Analysts see about 46% potential upside based on consensus estimates. Still, investors should remember that Bitfarms’ low share price classifies it as a penny stock, carrying higher risk than some peers.
CleanSpark Uses Massive Power Capacity to Straddle AI and Crypto
Another company operating at the intersection of crypto mining and data centers is CleanSpark Inc. (NASDAQ: CLSK). After a sharp decline earlier this year, CleanSpark has recovered part of those losses.
The company controls more than 1 GW of power capacity and can flexibly allocate that capacity between crypto mining and AI projects as demand dictates.
With a price-to-earnings (P/E) ratio near 13, CleanSpark trades cheaper than many peers in the mining and data-center space, despite returning roughly 53% year-to-date.
Analysts are broadly optimistic about the firm’s prospects, projecting more than 60% in potential upside.
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